GoHighLevel CRM Integration

The GoHighLevel CRM integration lets your AI sales assistant create and manage deals and contacts directly in your GoHighLevel account. Your AI assistant can handle CRM work on its own during a conversation — logging opportunities, moving them through your pipeline, and capturing contacts — so nothing slips through the cracks.

At a glance

Connect in 3 stages: build a private app in GoHighLevel, wire its credentials into MyChatBot, then choose which entities and fields the assistant can touch.

You need	Where	Result
A private app + OAuth scopes	GoHighLevel Marketplace	Client ID and Client Secret
Client ID, Client Secret, Deal Pipeline ID (or, for Strata Solutions, a Private Integration Token, Location ID and Deal Pipeline ID)	MyChatBot Integrations	Assistant connected to your CRM
Entities & fields toggled + Apply fields	Integration config in MyChatBot	Assistant can create deals, update deal stages, and add contacts

TIP

Set the Redirect URL to exactly https://app.mychatbot.app/integration and add all scopes listed below — a missing scope silently breaks the deal/contact actions.

App creation on GoHighLevel

1. Log in to your GoHighLevel account as an administrator.
2. Navigate to https://marketplace.gohighlevel.com/app-dashboard.
3. Click Create New App.
4. Fill in the required form information:
   • App Name: MyChatBot Integration
   • App Type: Private
   • Distribution Type: check all boxes
   • Listing Type: Select Standard (Non white-label)
5. Click Create App to generate your credentials.
6. Click Advanced Settings and select Auth.
7. Fill in the required form information:

   • Selected Scopes:

     contacts.write contacts.readonly objects/record.write objects/record.readonly objects/schema.write associations.write associations.readonly associations/relation.readonly associations/relation.write locations/customValues.readonly locations/customValues.write locations/customFields.readonly locations/customFields.write funnels/redirect.readonly oauth.write oauth.readonly opportunities.readonly opportunities.write products.readonly products.write products/prices.readonly products/prices.write products/collection.readonly products/collection.write

   • Redirect URL: https://app.mychatbot.app/integration and click Add.

   • Client Keys: click Add, pass Name — MyChatBotKey — and click Add.

   • Copy the Client ID and Client Secret credentials.

   • Click Save.

Creating the integration on MyChatBot

In the app

Open Integrations → pick your assistant → find GoHighLevel in the list → Connect. Direct link: https://app.mychatbot.app/integration?integration=GoHighLevel

1. Open the Integrations tab in your MyChatBot dashboard — https://app.mychatbot.app/integration?integration=GoHighLevel.
2. Select the assistant you want to connect to GoHighLevel.
3. Scroll down to find GoHighLevel in the integrations list.
4. Click the Connect button.
5. Under Platform, keep GoHighLevel (or pick Strata Solutions, see below).
6. Provide the following credentials:
   • Client ID: The Client ID from your GoHighLevel app
   • Client Secret: The Client Secret from your GoHighLevel app
   • Deal Pipeline ID: The Pipeline id
7. Click Submit to save your integration. You will be asked to pick a location on the GoHighLevel consent screen.

Connect with a Private Integration Token (Strata Solutions)

With Platform set to Strata Solutions you don't need a marketplace app. The form asks for a token instead of client credentials:

1. In your account, go to Settings > Private Integrations and create one granting contacts, opportunities and custom-field access.
2. Paste its token into Private Integration Token.
3. Enter your Location ID (under Settings > Business Profile) and the Deal Pipeline ID.
4. Click Submit. MyChatBot checks the token against your location and pipelines before saving, so a wrong token, location or missing scope is reported right away.

Entities & data fields configuration

After connecting your GoHighLevel account, choose which entities and fields your assistant is allowed to fill. This is the Entities & Data Fields Configuration section on the integration settings screen.

1. In the Entities & Data Fields Configuration section you can:
   • Toggle Use Deals to let the assistant manage deals.
2. For each entity type, pick the fields the assistant may fill:
   • Standard fields provided by GoHighLevel
   • Custom fields that exist in your CRM
3. Click Apply fields to save your configuration.
4. To pull in the latest pipeline stages, use the Sync statuses button (in the Funnel Status Sync panel) at the top.

GoHighLevel stages must match exactly

The deal Status must match the pipeline stages defined in your GoHighLevel account exactly. Whenever you rename or reorder stages in GoHighLevel, click Sync statuses so the assistant references valid stages — otherwise deal creation and status updates fail.

Understanding entity types

The GoHighLevel integration supports two main entity types:

• Deals: Sales transactions (called Opportunities in GoHighLevel)
• Contacts: Individual client information

Field types

Each entity has two types of fields:

• Standard fields: Default fields provided by GoHighLevel
• Custom fields: User-defined fields specific to your CRM setup

Special fields

A few fields behave in ways worth knowing about:

Field	What it means	Notes
Status	The deal's current stage in the pipeline	Must match a stage in your GoHighLevel account exactly — refresh with Sync statuses
Pipeline stage	The specific stage the deal sits in	Can be referenced by its GoHighLevel stage ID when you need to target one exact stage instead of matching by name
Source	Where the deal originated	Set automatically to AI- + your assistant's name, so you can see which deals came from your AI assistant
Deal value	The value of the opportunity in your currency	Tracks the potential revenue from the deal

Working with pipelines

Deals in GoHighLevel are organized into pipelines with multiple stages:

1. Select the appropriate pipeline from the Select Deals Pipeline dropdown in the MyChatBot integration settings.
2. Your assistant will use this pipeline when creating new deals.
3. The stages within the pipeline are used to move deals through your sales process.

What your assistant can do

Once GoHighLevel CRM is connected and you've applied fields, the assistant gains three CRM abilities. It decides when to use them from the conversation and from your assistant instructions.

Ability	What the assistant does	When it triggers
Create a deal	Opens a new opportunity in your selected pipeline and links it to the customer	A customer shows buying intent
Update a deal	Moves an existing deal to a new stage and updates its value or other fields	Status changes — qualified, paid, declined
Add a contact	Creates or updates a contact record	You capture a new customer's name and phone

Which fields the assistant can fill: whatever you enable in Entities & Data Fields Configuration. Full name and phone are the core identifiers; the deal stage, deal value, source, and any custom fields you toggle on all become available for the assistant to populate.

When a deal is created:

• A contact is created for the customer. If your GoHighLevel location doesn't allow duplicate contacts, the existing contact with that phone number is used instead
• The deal is linked to that contact
• If that contact already has an opportunity, GoHighLevel refuses a duplicate, and the existing opportunity is updated instead
• The deal is added to the pipeline you selected in the integration settings
• The deal is recorded in MyChatBot so it shows up alongside the conversation

When a contact is added:

• The contact is created in GoHighLevel (or, if your location doesn't allow duplicate contacts, the existing one with that phone number is updated); existing deals are not changed
• The client's record in MyChatBot is kept in sync

Guiding the assistant in its instructions

You don't reference any technical field names — just describe, in plain language, when the assistant should log or update CRM records. Add examples like these to your assistant's instructions.

Creating deals

When a customer expresses interest in our services, create a deal in GoHighLevel:
- Use their name and phone number
- Set the stage to "New Opportunity"
- Set the deal value to an estimated amount
- Add any product details to the notes

Updating deal status

When a customer confirms a purchase intention:
1. Create a deal if they're new
2. Update the deal stage to "Qualified"
3. Add any relevant notes or details

When a customer completes a payment:
1. Update the deal stage to "Closed Won"
2. Update the deal value to match the final purchase amount
3. Add payment details to the notes

When a customer declines to proceed:
1. Update the deal stage to "Closed Lost"
2. Add the reason for declining in the notes

Adding contacts

When interacting with a new customer:
1. Add a new contact in GoHighLevel with their full name and phone number
2. Let them know their information has been registered
3. Proceed with the conversation flow

See also

• Integrations overview