Heavenly Greens — Salesforce & AGM Integration Overhaul
Heavenly Greens is a leading artificial turf installation company serving the San Francisco Bay Area. They operate across multiple sales channels including direct residential, commercial, and a strategic partnership with Costco through Shaw Industries. Their technology stack spans Salesforce (CRM), AGM/GoHighLevel (marketing automation & pipeline management), and multiple third-party integrations including DocuSign, Invoca, and QuickBooks.
A completed installation verification form — signed by the customer — showed the member name as "Jeff Guevara-Costco-Front Yard" instead of simply "Jeff Guevara." The project descriptor was leaking into the customer's actual name on legally binding documents.
This wasn't an isolated incident. The contamination was systemic — affecting every customer whose job progressed through certain pipeline stages. The wrong names were appearing on contracts, completion forms, review requests, and internal communications.
The business impact was immediate: unprofessional customer-facing documents, inaccurate CRM data, and broken automation workflows that depended on clean contact names.
AGM Pro Tools conducted a real-time triage session, tracing the data contamination from the signed document back through every system in the stack.
Followed the mangled name from the completion form → AGM contact record → Zapier automation → Salesforce Opportunity fields. Identified that Zapier was overwriting AGM contact names on every pipeline stage change.
The Zapier Zaps were mapping a field called "Broadly Business Name" to the AGM contact's Full Name. Broadly — a review management platform — had been cancelled months ago, but its custom fields and automation were never cleaned up in Salesforce. The field happened to contain clean names for some contacts, but for others, HG's team had edited it to include project descriptors.
Queried the Salesforce API directly and found that while Broadly's custom fields had been removed, a workflow rule and outbound message on the Opportunity object were still active — sending data to a dead endpoint on every job completion. A ghost integration consuming resources and introducing risk.
The review request workflow existed in AGM and was correctly built, but it was never firing. The trigger chain — Salesforce marks a job complete → Zapier syncs to AGM → AGM review workflow fires — was broken because Zapier was using the wrong field mapping. Customers were completing jobs and never receiving review requests.
Investigated why the original Zapier builder used "Broadly Business Name" in the first place. The Salesforce Opportunity (Job) object has no separate First Name / Last Name fields. The builder needed a clean name source, couldn't find one on the Job record, and used the Broadly field as a workaround. It worked until Broadly was removed.
Before building any replacement, AGM Pro Tools conducted a complete Salesforce system audit — mapping every automation, trigger, email alert, and integration to ensure nothing would be disrupted during the fix.
The audit was compiled into a comprehensive reference document — every workflow rule categorized by object, every email alert mapped to its trigger, every installed package assessed for active vs. legacy status. This document now serves as the foundation for the full Zapier deprecation roadmap.
Rather than fixing the Zapier field mapping (which would have been a band-aid on a fundamentally flawed approach), AGM Pro Tools built a purpose-built integration endpoint on Modal that replaces all four Salesforce → AGM Zapier Zaps.
| Component | Purpose |
|---|---|
| SF SOAP/REST API | Polls for Opportunity stage changes every 5 minutes |
| Contact matching (email → phone fallback) | Finds existing AGM contact without relying on name fields |
| Pipeline stage move via AGM API | Moves opportunity to correct stage in Lead Flow pipeline |
| SQLite event tracking | Deduplication — never processes the same stage change twice |
| Safety checks | No backwards pipeline movement, no duplicate workflow triggers |
| Retry logic with caps | Failed updates retry up to 3 times, then dead-letter with alert |
| Slack alerts | Real-time notification on every failure, throttled per contact |
| Health endpoint | Canary monitoring for uptime verification |
| Heartbeat tracking | Persistent state on Modal Volume for operational visibility |
Built and executed a programmatic cleanup that stripped project descriptors from every affected AGM contact name. The script handled 30+ contamination patterns including compound variants (-costco-back yard, -front and side yard-pavers, -back yard-cancelled) and edge cases like hyphenated surnames (Garcia-Mendoza, Evoy-Mount).
By replacing the Zapier bridge with a clean integration that properly moves pipeline stages, the existing AGM review workflow now fires correctly when production marks a job as "Completed - Paid" in Salesforce. The review request chain — which had been silently broken — is now operational.
The Modal endpoint was deployed alongside the existing Costco lead intake cron, sharing the same isolated infrastructure (secrets, volumes, monitoring). The old Zapier Zaps were paused only after the replacement was validated against live data. At no point was any business workflow interrupted.
| Salesforce Admin | 15-20 hrs | $3,000-5,000 |
| Zapier Specialist | 10-15 hrs | $1,500-2,600 |
| GHL Developer | 8-12 hrs | $1,000-2,400 |
| Integration Engineer | 20-30 hrs | $3,500-9,000 |
| Data Cleanup | 5-8 hrs | $625-1,600 |
| Project Manager | 10-15 hrs | $1,500-3,750 |
| Full SF system audit | Complete | |
| Full AGM deep dive | Complete | |
| Integration replacement | Deployed | |
| Data cleanup (176 records) | Executed | |
| 8-phase migration roadmap | Delivered | |
| Review chain restoration | Live | |
No single vendor would have found the dead Broadly outbound message, the broken review chain, and the name contamination in the same engagement — because no single vendor operates across Salesforce, AGM, and Zapier simultaneously. AGM Pro Tools does.
| Capability | Zapier | AGM Pro Tools |
|---|---|---|
| Deduplication (never process same event twice) | No | SQLite event tracking |
| Safety checks (prevent duplicate customer messages) | No | Stage position validation |
| No backwards pipeline movement | No | Stage order enforcement |
| Retry failed updates with caps | No | 3-attempt cap + dead letter |
| Real-time failure alerting | No | Slack alerts per failure type |
| Alert throttling (no flood) | No | Per-contact dedup |
| Health endpoint for monitoring | No | /health on Modal |
| Audit trail | No | Full SQLite history |
| Contact matching by email/phone (not name) | Uses name fields | Email primary, phone fallback |
| Client isolation | Shared account | Separate Modal app + secrets |
AGM Pro Tools is an enterprise integration platform for field service businesses. We connect your FSM, CRM, and sales automation systems with self-healing pipelines, real-time monitoring, and the operational intelligence to find and fix problems before they affect your customers.
We don't just connect systems. We understand what's happening inside them.
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