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      Integrate GoHighLevel with SalesAi (via Zapier)

      Follow this Article to integrate your HubSpot account with SalesAi!

      You will need a paid Zapier Subscription to integrate your CRM/App, as we have to utilize the Webhooks feature.

      Inbound - Send Contacts to SalesAi

      Zapier - Initial Steps

      • Start a new Zap by clicking Create and choosing Zaps


      • Create a Webhook Trigger event for Catch Hook, then click continue.
      • Leave the ‘Pick off a Child Key’ field blank and click continue.
      • Copy the Zapier webhook URL (this will need to be pasted into the GoHighLevel URL within the CRM Steps)

      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 Webhook and click it
      • The Action Name is Webhook, and the Method should be POST. Copy and paste the Webhook URL from Zapier into the GoHighLevel URL field
      • Add Custom Data fields by clicking Add Item
      • Label the Custom Data fields as first_name, last_name, phone_number, and email
      • In the Value fields click the tag icon, choose Contact, then select the corresponding value for each custom data field. For example Contact>First Name, Contact>Last Name, Contact>Phone, Contact>Email

      • Once the fields have been mapped, click on 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workflow to correspond with the use case or for example “GHL to SalesAi”, click Save, keep the workflow in draft, do not publish until ready to go live

      Zapier - Initial Webhook Steps


      • After clicking Run Test in GoHighLevel, go back to Zapier and click Test Trigger
      • After clicking Test Trigger, there should be a “request A”, click on the request and verify the contact information is correct. If everything is correct, click Continue with selected record

      • After clicking Continue with selected record, choose Webhooks
      • The Action Event will be POST, click Continue
      • After clicking Continue, there will be a URL field on the Configure tab. Please see the next steps for what to paste in this URL field.

      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

      Zapier - Webhook and Sending Contacts to SalesAi

      • After copying the Webhook URL in SalesAi, paste it into the URL field in Zapier. Change the Payload Type to Json. Click on “Add value set” and add Data for first_name, last_name, phone_number, and email
      • In the enter text or insert data field, click the + icon and map first_name to Custom Data First Name, last_name to Custom Data Last Name, phone_number to Phone, and email to Email, then click Continue

      • After clicking Continue, click Test step
      • After clicking Test step, there will be a message “A request was sent to Webhooks by Zapier about 0 seconds ago”
      • Rename the Zap to correspond with the use case or for example “GHL to SalesAi”. Keep the zap in draft, do not publish until ready to go live.

      SalesAi - Setting up a Sequence and Trigger

      • Verify the contact came through in SalesAi by navigating to the Contacts page
      • Create a new Sequence for the inbound leads. Be sure to name the sequence accordingly and activate it.
      • Go to Triggers, Create Trigger, name the Trigger accordingly and click Next
      • The event will be Contact Created, select Webhook, in the Webhook Name dropdown select the Webhook name created previously and click Next
      • The Action will be Enroll Sequence, in the Select Sequence dropdown select the sequence previously created and click Next
      • After clicking Next, click Create Trigger
      • Going forward, all new leads from GoHighLevel will be automatically enrolled into the new sequence from the Trigger!

      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 Sequence for outbound post call information, be sure to name the sequence accordingly and activate it. This will just be for a test.
      • Navigate to the Contacts tab, create a new contact, and then enroll the contact into the sequence
      • 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