GoHighLevel serves as a comprehensive marketing platform, encompassing robust customer relationship management features. This platform is designed to facilitate full-scale management of a client's business activities, including sales funnels, lead tracking, outbound communication, follow-up sequences, and scheduling.
UChat integration with GoHighLevel:
You can find this by going under integrations. GoHighLevel has two versions of its API: 1.0 and 2.0, and we support both.
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Integration CRM V2
V2: OAuth, need to login with your user name & Password
Integration with GoHighLevel V2:
Log in to your account.
Enter your email and password.
Connect your account.
Click "Confirm." It will redirect you back to UChat.
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Actions:
Actions work in any channels we support
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In any channel, go to the Flow Builder.
Right-click, then go to "Action" and "Integration."
You'll see "CRM Version 1 API" and "CRM Version 2 API."
here's a list of the actions we support based on the API version:
Location-related, Contact Related
Access campaigns, Add or remove contacts from campaigns
Access Users, Add users, or remove
Access Calendars, Add or Remove
Access custom fields, Add or Remove
Access opportunities, Get Pipelines,
Access Template
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Action Location-related
Get Location info
Through this action, you will have access to location information, ID, company ID, name, address, timezone, email, and much more.
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Get Location Tags
Through this action, you will get the tag's name and ID.
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Create Location Tag
Through this action, you will be able to create the tag by entering the tag name.
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Update Location Tag
By entering the Tag ID, you will be able to Update the Tag Name.
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Delete Location Tag
By entering the Tag ID you will be able to delete the tag.
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Action Contact-related
Search Contacts
You can search for contacts and also search by name.
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Search Duplicate Contacts
You can search for duplicate contacts by entering your Email or Phone
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Get Contact
You can get a contact by contact ID.
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Create Contact
Fill in the details; Phone is required, First Name, Last Name, Email, and other fields.
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Update Contact
You can update your contact based on the contact ID. It's the same as creating a contact, but you just need to input the ID.
Update Contact Custom Fields
Update Contact Custom Field
Delete Contact Custom Field
Upsert Contact
Upsert means that if a record is already found, it will update it; if not found, it will create the record. It's the same as contact creation
Delete Contact
You can delete the contact by entering the contact ID.
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Create a Note to Contact
You can create notes and add them to the contact by contact ID.
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Add Tags to Contact
You can add tags to the contact by contact ID and entering the Tag Name.
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Remove Tags from Contact
You can remove tags by entering their Contact ID and Tag name.
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Action Message-related
Send SMS Message
You can send an SMS by entering the Body text and Contact ID.
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Send Email Message
You can send an email to the user by entering Contact ID, Subject and Body, and Message From is Optional.
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Action Campaign-related
Get Campaigns
Add Contact to Campaign
Remove Contact From Campaign
Remove Contact From Every Campaign
Action Calendar-related
Get Calendars
You can get a list of all calendars along with IDs, Names, open hours, etc.
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Get Calendar Groups
Get Calendar
You can get the details of the Calendar by entering the Calendar ID
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Delete Calendar
You can delete the calendar by entering the Calendar ID.
Calendar Get Free Slots
You can retrieve free slots by entering the Calendar ID, Start Date, and End Date, ensuring that the date is in Unix format.
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Get Appointments for contact
Calendar Get Appointment
Calendar Create Appointment
Calendar Update Appointment
Calendar Create Block Slot
Calendar Update Block Slot
Calendar Delete Event
Action Workflow-related
Get Workflows
Add contact to Workflow
Remove Contact from Workflow
Action Custom Fields-related
Get Custom Fields
Create Custom Field
Update Custom Field
Delete Custom Fields
Action Custom Value-related
Get Custom Values
Create Custom Value
Update Custom Value
Delete Custom Value
Action Opportunity-related
Search Opportunity
Get Pipelines
Get Opportunity
Create Opportunity
Update Opportunity
Upsert Opportunity
Update Opportunity Status
Delete Opportunity
Action User-related
Get Users
Get User info
Create User
Update User
Delete User
Action Template-related
Get SMS/Email Templates
Triggers
V1 don't have triggers
V2 triggers work in the omnichannel
V2 triggers work when the contact is created from UChat(bot)
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Triggers are supported for GoHighLevel Version 2.0. Unfortunately, Version 1.0 does not support these triggers. Currently, the triggers are available in the Omni Channel only.
These triggers include:
Contact created
Contact deleted
Contact tag updated
Campaign status updated
Opportunity created, deleted, or updated
Task created, deleted, or updated
Appointment completed
Any of these actions in GoHighLevel can trigger the flow you've set up in UChat, enabling two-way synchronization. However, an important note is that these contacts need to be created from within UChat for the triggers to work effectively.
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