Why Connect GoHighLevel
Connecting GoHighLevel gives you bidirectional sync between your CRM and GetsYou.ai:
- •Contacts sync automatically in both directions
- •Call outcomes update pipeline stages
- •Appointments book directly to your GHL calendar
- •Call recordings and transcripts attach to contact records
- •Lead scores and summaries appear in contact notes
Setup Steps
Step 1: Navigate to Integrations
From your GetsYou dashboard, go to Settings and find the Integrations section.
Step 2: Connect GoHighLevel
Click "Connect GoHighLevel." You'll be redirected to GoHighLevel's authorization page.
Step 3: Authorize Access
Sign in to your GoHighLevel account and approve the integration. This grants GetsYou read and write access to your contacts, calendars, and pipelines.
Step 4: Select Your Location
If you manage multiple GHL locations, select which one to connect. Each GetsYou organization connects to one GHL location.
Step 5: Map Your Pipeline
Choose which GHL pipeline and stages correspond to call outcomes:
- •Appointment Set — which stage to move contacts to when an appointment is booked
- •Qualified — where qualified leads go
- •Not Interested — where disqualified contacts go
- •Follow-up Needed — for contacts that need additional outreach
Step 6: Configure Calendar
Select which GHL calendar the AI should use for booking appointments. The AI will check availability before offering time slots to callers.
Step 7: Test the Connection
After setup, create a test contact in GHL and verify it appears in GetsYou, or vice versa. Run a test call and confirm the pipeline stage updates correctly.
What Syncs Automatically
| Data | Direction | Frequency |
|---|---|---|
| Contacts | Bidirectional | Real-time |
| Pipeline stages | GetsYou → GHL | After each call |
| Calendar bookings | GetsYou → GHL | Real-time |
| Call recordings | GetsYou → GHL | After call save |
| Lead scores | GetsYou → GHL | After analysis |
Troubleshooting
Contacts not syncing: Verify the integration is still authorized in your GHL settings. Re-authorize if needed.
Pipeline stages not updating: Check that your pipeline mapping is configured correctly in GetsYou settings.
Calendar showing no availability: Ensure your GHL calendar has available time slots configured.