Use Zapier to send Post-Call information to your app/CRM. If you use GoHighLevel only, you can rely on the native integration.
You will need a paid Zapier Subscription to integrate your CRM, as we have to utilize the Webhooks feature.
Sections
- Creating the Zap Trigger
- Creating the Integrations Workflow and Testing
- Creating the Zap Action
Creating the Zap Trigger
- Go to Zapier and click Create
- Click on Zaps
- Click on Trigger
- Select Webhook as the App
- Click on the Event field
- Select Catch Hook
- Click on Continue
- We don't need a child key, click Continue
- Click on Copy
Creating your Integration Workflow and Testing
- Go to the Automation tab of GoHighLevel
- Click on the blue Create Workflow button and select Start from Scratch
- Name your Workflow. A typical name could be "Integrations Workflow : Push to CRM"
- Click on Add New Trigger
- Select Contact Changed
- Click on Add filters
- Click Select. You will need to search for the AI Transcript and select that option.
- Click on Select Operator to the right of that option. Select Has changed
- You can change the Workflow Trigger Name to "Transcript Updated" to reflect what is occurring.
- Click on the blue Save Trigger button
- We will now add a new Action. Click on the Plus Sign below the Trigger
- We need to select the Webhook action
- Paste the Zapier Catch Hook Link into the URL field
If you have Custom Fields in GoHighLevel, make sure to map them in the Custom Data portion of the webhook.
- Click on Save Action once you are done.
- Make sure you have an example contact to push over for testing purposes. You may create one if you don't have one from already testing your Agent.
Click on Test Workflow
- Search for your Test Contact, then click Run Test.
- Make sure to Save the Workflow and Publish it
- Go back into Zapier and click Test Trigger
- You should see a new record appear. If not, click the Find new records button.
- Select the correct record and Click Continue with selected record. The correct record should have similar fields to the one listed in the screenshot above.
Creating the Zap Action
This article will use GoHighLevel as an example, however, these steps are not generally necessary for GHL as it has a direct integration. This will be necessary for any other CRMs or apps.
- Click on Action
- Find the CRM/app you would like to connect to.
There is a chance that your CRM has a different backend name in Zapier. If it does not pull up, consider reaching out to Support for your CRM/app and ask how they integrate with Zapier.
- Click on Choose an Event and select an Event
This is what you want to happen with the information. For example, most CRMs will give you options like "Create/Update Contact" or "Enroll in Sequence."
- Select your event
- Click on Continue
- Connect your account (This will usually be a sign-in, or it may ask for an API key from your CRM/app. If you're unsure where to locate this, reach out to the support for your app.)
- Click on Continue
- Map out where you want the information and what specific data you want.
This section may vary depending on what app you use. For each section that you want data for, select the coordinating option for that field (e.g., "Job Title" -> "Position").
- Only the options populated in the drop-downs are available.
- Once everything is mapped out, click Continue
- Click on Test Step. Once the test is sent, ensure that the filler information was sent over to your CRM appropriately (e.g., see if a new contact was created).
- Make sure to Name your Zap before Publishing!