# How to move SimpleTalk workflows in HighLevel.

Keep your HighLevel contacts, calendars and follow-up rules while replacing SimpleTalk. See what to map, what to test and how to avoid duplicate calls.

Reviewed: 2026-10-05

## Can I keep HighLevel when moving from SimpleTalk?

Yes, plan the replacement around the HighLevel locations and calendars your business controls. Map the call trigger, contact fields, booking rules and follow-up actions, then reconnect them to Assistable. Test one complete customer journey before switching the audience. Stop the old calling trigger so both systems cannot contact the same people.

Keep the CRM records and calendars your team uses.
Map the trigger, call outcome and follow-up together.
Test with a small audience before changing live automation.

## Follow one customer from start to finish

Open a workflow you want to keep. Find what starts the call and what happens when it ends. The call request and follow-up may live in different automations, so check both.

Write the sequence in plain language: lead arrives, eligibility is checked, call starts, result returns, contact is updated and the next action begins. Note which HighLevel location owns the contact.

SimpleTalk's documentation describes HighLevel contact identifiers, custom values, tags and booking actions. Use those concepts to find the pieces in your setup, then verify the replacement's field mapping.

## Map these six parts

Record what each field or tag means, as well as its name. For example, a call being completed is different from a lead being qualified. Preserve the business meaning when setting up the replacement.

| What to check | What to bring | How to know it works |
| --- | --- | --- |
| Location and contact | The location and contact identifier used by the workflow | The result reaches the right customer in the right location |
| Call trigger | Entry rules, eligible audience and opt-out checks | Only the intended contacts receive a call |
| Personalization | Fields used in the prompt and defaults for blank values | The agent uses correct details and handles missing information |
| Outcome tags | What each tag means and what it triggers | The right follow-up happens once |
| Calendar | Calendar owner, appointment type, time zone and availability | A real appointment appears in the right calendar |
| Human handoff | Number or team, hours and unanswered-call rule | The person receives the call or a clear follow-up task |

## Prevent the same lead being called twice

Check which contacts are still waiting in the current workflow. Include delayed actions, retries and other workflows started by its tags. Save the existing settings before changing them.

Choose a clear first group, such as one location or a test audience. Decide which system owns its next call, then stop the other system's trigger for that group. Exclude people who were already called, booked or opted out.

- Save the original workflow settings.
- Find waiting contacts, retries and tag-triggered follow-ups.
- Test with contacts your team controls.
- Send a repeated test result and check that it does not create duplicate work.
- Record which audience moved and when.

## Check the booking, not just the conversation

Try a normal booking, a request outside opening hours and a time with no availability. Check the real calendar event and time zone after each call. If a customer already has an appointment, test your intended rescheduling rule.

Then check the contact history, tags and follow-up messages. The result should be useful to the person who handles the lead next.

For a transfer, test an answered and an unanswered destination. Decide what staff should see if nobody picks up.

## Give your team a simple handover

Keep a short list of the active workflow, location, calendar, outcome tags and person to contact when a result is missing. Have someone review the first live calls and finish any exceptions.

Bring the mapping worksheet to Assistable so the connections and test requirements can be included in your migration plan.

- [Review API and webhook migration](https://www.assistable.ai/resources/simpletalk/api-and-webhooks)
- [Plan your HighLevel migration](https://www.assistable.ai/contact?migration=simpletalk&source=%2Fresources%2Fsimpletalk%2Fhighlevel)

## Frequently asked questions

### Do I have to replace my HighLevel account?

Plan around the HighLevel locations and calendars your business controls. The move changes the calling connection and any related automation needed to preserve your workflow.

### Can I reuse the existing SimpleTalk webhook?

Use it as a reference for what the workflow does. The destination URL, credentials and request fields must be checked against the new integration.

### What is the most important HighLevel test?

Follow one call all the way to the correct contact, tags, calendar event and follow-up. Repeat its result once in a test setup to check for duplicate actions.

## Sources

- [SimpleTalk technical overview](https://docs.simpletalk.ai/reference/simpletalk-tech-overview): Documents the HighLevel concepts named in this guide. Validate the destination mapping against your own workflow.
- [SimpleTalk GHL CRM integration](https://docs.simpletalk.ai/reference/crm-integration)

## Related guides

- [How to replace SimpleTalk APIs and webhooks.](https://www.assistable.ai/resources/simpletalk/api-and-webhooks)
- [How to migrate from SimpleTalk to Assistable.](https://www.assistable.ai/resources/simpletalk/migration)
- [How to move agency clients from SimpleTalk.](https://www.assistable.ai/resources/simpletalk/agencies)

## Get a clear plan for your move.

Show us your current setup. We’ll review compatibility, pricing and the next steps with you.

[Talk to sales](https://www.assistable.ai/contact?migration=simpletalk&source=%2Fresources%2Fsimpletalk%2Fhighlevel)

Source: https://www.assistable.ai/resources/simpletalk/highlevel