GoHighLevel (GHL) Integration

Modified on Sun, 19 Jan at 4:47 PM

Go High Level (GHL) is a robust marketing and CRM platform for agencies and marketers, offering features like CRM, email marketing, SMS campaigns, and more.

Integrating GHL with Insighto.ai enables your AI assistant to automate multiple tasks.

Create Contact: Create a new contact in your GHL

AI Turn Off: Easily manage AI interactions with a simple “AI Off” tag for specific contacts, set manually or in workflows.

Conversation & Contact Sync: Enjoy complete interaction history with all voice and chat conversations synced seamlessly to GHL.

GHL Calendar: Schedule appointments directly through Insighto’s AI, streamlining your booking process.

Dynamic Fields: The Assistant will fetch this data from your CRM during the call in real-time and render its final prompt in real-time. This work along with the Dynamic variables.

Automatic GHL Fields Update – Keep your CRM data accurate as conversations through chat or phone agents automatically update your GHL fields.

GHL Missed Call-Back Widget: Never miss a lead, even when you're swamped. Our AI Agent will handle callbacks for busy lines, canceled calls, voicemails, and no-answers.

Follow these steps to set up the integration and configure your chatbot:

Setting Up GoHighLevel

1. To set up GHL, go to the Tools section under AI Agents from the sidebar. Click on the Set Up button under GoHighLevel to begin the integration process.

2. The Setup Your Tool dialog box appears. Click on Start New to initiate the configuration.

3. You’ll be directed to a third-party link. Enter your CRM details to continue and choose a sub-account.

Note: Insighto.ai currently supports only subaccounts and locations.

4. It will redirect you to setup page on Insighto.ai again. Enter a name for the integration. Click Next.

select the function for the integration. Click Save.

5. Setup your GHL Calendar on next page. Select the calendar which you want to use from your GHL account. Click on "Finish" to complete tool setup.

Invite Address: You can mention it " Online" or "Offline" or you can put anything to define where the meeting is going to happen.

Invite Description: Title of the meeting.

Enabling other Features from GHL

Conversation & Contact Sync:

Navigate to Assistants. Make sure you have selected AI Agents from the sidebar.

Click on Edit Assistant.

Go to Conversations tab and enable Conversation Sync & Contact sync as shown below

Dynamic Fields:

Under the prompt section you can Type "/" to get a popup window. Select the CRM you have configured and then select the tool. It will show list of fields that you can use in prompts.

You can refer to video tutorials for GHL here:

Playlist for Insighto x GHL| Step by Step Guides