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      Integrate GoHighLevel with SalesAi

      Follow this Article to integrate your GHL account with SalesAi!

      Inbound - Send Contacts to SalesAi


      GHL - Creating the Workflow

      • Create a new workflow in GoHighLevel by navigating to the Automation tab and click Create Workflow>Start from Scratch
      • Click on Add New Trigger and select Contact Tag
      • Click Add Filters
      • In Filters, select Tag Added
      • Add a tag name best suited for the use case, if there is only one use case an example could be “salesai”
      • Click Save Trigger
      • Add a Webhook by clicking the + icon under the trigger
      • Search for Custom Webhook and click it
      • The Action Name can be anything you want, the event will stay as CUSTOM, and the Method should be POST. Copy and paste the Webhook URL from Zapier into the GoHighLevel URL field.
      • Enter the JSON script for sending over the first, last, email, and phone number. You can add additional fields by using the full list of SalesAi properties or using your own custom properties.

      {
        "first_name": "",
        "last_name": "",
        "email": "sales@kennected.io",
        "phone_number": ""
      }

      • You can search for each of these fields or different ones from GoHighLevel just by typing.
      • Once you have finished, you may Save Action
      • Click Test Workflow, search for a contact, then click Run Test
      • Rename the GoHighLevel workflow to correspond with the use case or for example “GHL to SalesAi”, click Save, keep the workflow in draft, do not publish until ready to go live

      SalesAi - Creating the Webhook


      • Go to SalesAi and navigate to Settings -> Integrations -> Company Integrations, scroll down to Webhook and click Connect

      • After clicking Connect, there will be a pop-up box. Under Create New Webhook, name the Webhook, select Contact as the Webhook Type, name the Lead Source Description and click Add Webhook
      • After clicking Add Webhook, under Manage Webhooks, Copy the Webhook URL that was created previously by clicking the copy icon

      SalesAi - Setting up a Workflow

      • Verify the contact came through in SalesAi by navigating to the Contacts page
      • Create a new Workflow for the inbound leads. Use the Contact Created Trigger and select the correct webhook. Click Create Trigger to finalize this.

      • Add all of your Workflow Steps and click Publish at the top right. Here is a guide on Workflow creation if you want some help!
        AI Call Workflow Article
      • Going forward, all new leads from GoHighLevel will be automatically enrolled in the Workflow!

      Outbound - Sending Post-Call Data to GoHighLevel

      CRM Steps

      • Create a new workflow in GoHighLevel by navigating to the Automation tab and click Create Workflow>Start from Scratch
      • Click on Add New Trigger, search for Webhook, select Inbound Webhook
      • Copy the URL

      SalesAi Steps


      • Navigate to the Agents tab, click Edit, click Next until the 3rd step (Call Flow), paste the GoHighLevel URL into the 3rd Party Webhook field, click Next, then click Update Agent
      • Create a new 1-step Workflow for outbound post-call information. Be sure to name the Workflow accordingly and activate it. This will just be for a test. You may delete this workflow once the test has been completed!
      • Navigate to the Contacts tab, create a new contact, and then enroll the contact into the Workflow
      • The contact should receive a call from the agent, and have them engage in a short conversation with the agent to send post-call information to GHL.

      Adding Post-Call Information to the Contact


      • In GoHighLevel click on Fetch Sample Requests under Mapping Reference

      • After clicking Fetch Sample Requests, the request should show as below, click on the request
      • After clicking on the request, you should see the post call data as shown below, click Save Trigger

      • After clicking Save Trigger, there will be a Create Update Contact screen, click on Add field

      • Click the Select Field dropdown box and select First Name, then click the tag icon next to the blank field
      • After clicking on the tag icon, select Inbound Webhook Trigger>Contact>First_name
      • Repeat the above process for Last Name, Phone, and Email and click Save Action
      • Rename the GoHighLevel workflow to correspond with the use case or for example “SalesAi to GHL”, click Save, keep the workflow in draft, do not publish until ready to go live

      Adding Custom Fields in GHL

      • If additional post call information such as transcripts, call summaries, call recordings or call outcomes are needed, back out of the workflow and go to Settings>Custom Fields, then click Add Field

      • In the New Custom Field box, select Multi Line under Text Input for transcripts or call summaries, for call recording URLs and call outcomes, select Single Line, and click Next 

      • Give the New Custom Field a name such as ‘SalesAi Call Outcome’ or ‘SalesAi Call Summary’, the Object will be Contact, Group will be Contact, click Save
      • Navigate back to the Automation tab and re-open the workflow 
      • Click the Create Contact box, click Add field, in the Select Field dropdown box select the custom field we created called ‘SalesAi Call Outcome’, click the tag icon and select Inbound Webhook Trigger>Contact>Call_outcome
      • Repeat the above process for any additional custom fields that were created then click Save Action
      • Going forward, all of the related post call information from SalesAi will be added to the contact in GoHighLevel

      Adding Tags based on Outcomes

      • Additionally, there is an option to add tags to call outcomes based on whether the call was transferred, answered, voicemail, etc
      • To add tags based on call outcome click the + icon under Create Contact
      • Click Add Contact Tag
      • Click the ‘answered’ tag
      • Change the Action Name to Add ‘Answered’ Tag as shown below and click Save Action

      • Click on the + icon under Create Contact again and to apply an If/Else Action

      • In Actions, search for If/Else and click it
      • Change the Action Name to Determine Call Outcome as shown below
      • Scroll down to Branches and change the Branch name to Answered, in the Select dropdown box click Inbound Webhook Trigger as shown below
      • Next click call_outcome, then in the Select Operator dropdown box click ‘is’, in the Input field type in ANSWERED as shown below
      • Click Add Branch and repeat the above process for additional call outcomes you want!
      • The workflow should show as below
      • Click on the + icon under the Voicemail box, in Actions click Add Contact Tag, change the Action Name to Add ‘Voicemail’ Tag, click on the Tags field, search for voicemail, click on voicemail, then click Save Action

      • Repeat this process for Transferred
      • If the specific call outcome tag doesn’t show in the Tags field, you can type it in and click Add New Tag as shown below and click Save Action

      • The final workflow will show as below
      • Here is a list of all call outcomes so you can create more branches if needed!
        • DNA
        • DNC
        • VOICEMAIL
        • ANSWERED
        • BOOKED_A_MEETING
        • TRANSFERRED