GoHighLevel CRM Integration

Overview

The GoHighLevel CRM integration allows your MyChatBot agent to create and manage deals and contacts directly in your GoHighLevel account. This enables your AI assistant to perform CRM operations without human intervention, streamlining your sales process and customer management.

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 form required 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 form required 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 and pass Name - MyChatBotKey and click Add
   • Copy credentials Client ID and Client Secret
   • Click Save

Creating Integration on MyChatBot

1. Navigate to the Integrations tab in your MyChatBot dashboard - https://app.mychatbot.app/integration?integration=GoHighLevel
2. Select the agent you want to connect to GoHighLevel
3. Scroll down to find GoHighLevel CRM in the integrations list
4. Click the Connect button
5. You'll need to 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
6. Click Submit to save your integration

Entities & Data Fields Configuration

After connecting your GoHighLevel account, you'll need to configure which entities and fields your agent can access:

1. In the "Entities & Data Fields Configuration" section, you can:
   • Toggle Use Deals to enable deal management
2. For each entity type, you can select:
   • Standard fields from GoHighLevel
   • Custom fields that exist in your CRM
3. Click Apply fields to save your configuration
4. If you need to sync the latest pipeline stages, use the Sync statuses button at the top

Understanding Entity Types

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

Several special fields require specific attention:

1. Status

   • Represents the current stage in the pipeline
   • Must match exactly with statuses defined in your GoHighLevel account
   • Can be updated using the Sync statuses button

2. pipelineStageId

   • The unique identifier for a specific stage in your pipeline
   • Used as an alternative to Status when you need to reference a specific stage by ID

3. source

   • Identifies where the deal originated
   • Automatically set to "AI-" + name of your assistant
   • This helps track which deals came from your AI assistant

4. monetaryValue

   • The value of the deal in your currency
   • Used to track the potential revenue from the opportunity

Working with Pipelines

Deals in GoHighLevel are organized into pipelines with multiple stages:

1. Select the appropriate pipeline from the dropdown in the MyChatBot dashboard
2. Your agent will use this pipeline when creating new deals
3. The stages within the pipeline can be used to move deals through your sales process

Available Tools

After connecting GoHighLevel CRM, your agent will have access to three powerful tools:

1. create_crm_deal

This tool allows your agent to create new deals with the following parameters:

• full_name: Contact's full name (required)
• phone: Contact's phone number
• Status: Current stage in the pipeline (by name)
• pipelineStageId: Current stage in the pipeline (by ID)
• monetaryValue: Value of the deal
• source: Source of the deal (defaults to your AI assistant name)
• Custom Fields: Any additional fields you've configured

All fields you select in the "Entities & Data Fields Configuration" section will be available as parameters for this function.

When a deal is created:

• A contact is automatically created or found based on the phone number
• The deal is linked to this contact
• The deal is added to the pipeline you selected in the dashboard
• The deal information is tracked by MyChatBot internal system

2. edit_crm_deal

This tool enables your agent to update existing deals:

• full_name: Contact's full name (required)
• phone: Contact's phone number
• Status: Update the deal's status/stage (by name)
• pipelineStageId: Update the deal's status/stage (by ID)
• monetaryValue: Update the value of the deal
• Custom Fields: Update any field values as needed

All fields you select in the "Entities & Data Fields Configuration" section will be available as parameters for this function.

3. add_crm_client_contact

This tool enables your agent to create or update contacts:

• full_name: Contact's complete name (required)
• phone: Primary phone number (required)

When a contact is created:

• If a deal already exists for the client, it's updated with this contact information
• The client's information in MyChatBot is also updated

The client status is tracked by the internal MyChatBot system

Configuration in Agent Instructions

Creating Deals

Include these examples in your agent's instructions to enable deal creation:

When a customer expresses interest in our services, use create_crm_deal in GoHighLevel with the following information:
- Use their name as full_name
- Include their phone number
- Set Status to "New Opportunity"
- Set monetaryValue to an estimated value of the deal
- Add any product details to the comments field

Updating Deal Status

Include these examples to enable status updates:

When a customer confirms a purchase intention:
1. Use create_crm_deal if they're new
2. Use edit_crm_deal to update the deal status to "Qualified"
3. Add any relevant notes or details

When a customer completes a payment:
1. Use edit_crm_deal to update the deal stage to "Closed Won"
2. Update the monetaryValue to match the final purchase value
3. Add payment details to the comments field

When a customer declines to proceed:
1. Use edit_crm_deal to update the deal stage to "Closed Lost"
2. Add the reason for declining in the comments field

Adding Contacts

Include these examples to enable contact creation:

When interacting with a new customer:
1. Use add_crm_client_contact to create a new contact with:
   - Their full name
   - Their phone number
2. Let them know their information has been registered
3. Proceed with the conversation flow