GoHighLevel Expert for Insurance Leads

UpworkUSNot specifiedintermediateScore: 39
Lead GenerationInternet MarketingSalesSocial Media Marketing
I own a California insurance agency and we purchase leads from multiple vendors (SmartFinancial, EverQuote, QuoteWizard, etc.). Most of these leads are delivered via email, and I need a GoHighLevel expert to properly set up automated lead syncing using email parsing. This is NOT a basic CRM setup job. I need someone who understands: • Insurance lead workflows • High-volume purchased leads • Email parsing + field mapping • Clean pipeline structure • Automation logic • Deduplication rules • Tagging by lead source • Creating opportunities automatically ⸻ 🎯 What I Need Built 1. Email parsing setup (inside GHL or via Zapier if needed) 2. Automatic contact creation from incoming lead emails 3. Automatic opportunity creation in the correct pipeline 4. Proper field mapping: • First Name • Last Name • Phone • Email • Address • Business Name (if commercial) • Requested Coverage Type • Lead Source • Notes (raw email stored for AI later) 5. Deduplication logic (avoid duplicate contacts) 6. Tagging by vendor/source 7. Pipeline stage logic (example stages): • New Lead • Attempting Contact • Contacted • Quoted • Follow Up • Bound • Lost 8. Basic automation: • Auto SMS on lead arrival • Internal notification • Task creation for call 9. Make sure this is scalable for high daily volume. ⸻ 🔥 Ideal Candidate • Advanced GoHighLevel experience • Experience with financial services or insurance • Strong understanding of Zapier (if needed) • Can explain their logic clearly • Clean builder — not messy automation spaghetti ⸻ ❗ Important Most leads come via email. I need this structured so that: • I can forward emails into GHL • OR automatically parse incoming vendor emails • Everything gets structured cleanly • No manual copy/paste required ⸻ 💬 When You Apply, Please Answer: 1. Have you set up email parsing inside GoHighLevel before? 2. How would you structure this for an insurance agency buying leads? 3. Would you use GHL native tools or Zapier? Why? 4. How would you prevent duplicate contacts? 5. Can you show a similar project you’ve completed? ⸻ 💰 Budget Open to fixed price or hourly. This should be a clean one-time setup with optional ongoing support.
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