---
title: "ACA Flow Complete Demo: From Agent Setup to GHL Sync (Step-by-Step)"
description: "[ACA Flow Complete Demo](https://www.loom.com/embed/a84182f792a04aa192c57a17b37b3020#?secret=4k1bpLlaSn) ACF Flow helps agents streamline eligibility surveys, generate unique links, customise branding, and sync data with CRMs like GoHighLevel or via webhooks. Here’s a complete step-by-step guide based on the demo walkthrough. ### **Step 1: Add…"
url: "https://help.affordablecare.ai/docs/aca-flow-complete-demo-from-agent-setup-to-ghl-sync-step-by-step/"
updated: "2025-10-22"
category: ACA Flow
---

# ACA Flow Complete Demo: From Agent Setup to GHL Sync (Step-by-Step)

[ACA Flow Complete Demo](https://www.loom.com/embed/a84182f792a04aa192c57a17b37b3020#?secret=4k1bpLlaSn)

ACF Flow helps agents streamline eligibility surveys, generate unique links, customise branding, and sync data with CRMs like GoHighLevel or via webhooks. Here’s a complete step-by-step guide based on the demo walkthrough.

### **Step 1: Add Your Agents**

- Add agent details: **Name, Email, Phone, NPN** (required).
  ![](https://help.affordablecare.ai/wp-content/uploads/2025/10/Screenshot_2-1.png)
- After saving, you can view the agent’s survey link.
  ![](https://help.affordablecare.ai/wp-content/uploads/2025/10/Screenshot_3-1.png)

### **Step 2: Get the Agent’s Unique Survey Link**

- Each agent gets their own **eligibility survey URL**.
- The survey can be embedded via **iframe** anywhere.

### **Step 3: Submit the Survey**

- Open the agent’s unique eligibility survey link.
- Fill out the required fields and complete the form.
- Submit the survey to capture the data into the system.

![](https://help.affordablecare.ai/wp-content/uploads/2025/10/Screenshot_4-1.png)

### **Step 4: View Submitted Eligibility Surveys**

- As submissions come in, view them in your dashboard.
- Apply filters by agent, date, or plan preference.

![](https://help.affordablecare.ai/wp-content/uploads/2025/10/Screenshot_5-1.png)

### **Step 5: Explore Plans & Plan Details**

- Review available plan options (e.g., Silver and others).
- Open detailed view to compare plans.
- Select the desired plan during the review process.

![](https://help.affordablecare.ai/wp-content/uploads/2025/10/Screenshot_6-1.png)

### **Step 6: CRM Webhook (Send Data Anywhere)**

- Go to **Webhook settings**.
- Choose what to send (Eligibility Survey, Agent Consent, Application Consent).
- Select request type (**JSON**).
- Paste your **webhook URL** (Zapier, CRM, etc.).
- Follow same step to save Agent Consent and Application Consent Webhooks

![](https://help.affordablecare.ai/wp-content/uploads/2025/10/Screenshot_7-1.png)

### **Step 7: Sync to GoHighLevel (GHL)**

- In **Eligibility Surveys**, apply filters.
- Select All → **Sync with GHL**.

![](https://help.affordablecare.ai/wp-content/uploads/2025/10/Screenshot_8-1.png)

- Complete field mapping, add tags, then sync.

![](https://help.affordablecare.ai/wp-content/uploads/2025/10/Screenshot_9-1.png)

### **Step 8: Add More Agents Anytime**

- Add as many agents as needed.
- Each one gets their own survey link.