GoHighLevel V2 - CRM V2

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:

1. Log in to your account.

2. Enter your email and password.

3. Connect your account.

4. Click "Confirm." It will redirect you back to UChat.

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Actions:

• Actions work in any channels we support

1. In any channel, go to the Flow Builder.

2. Right-click, then go to "Action" and "Integration."

3. 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

Action Location-related

1. Get Location info

Through this action, you will have access to location information, ID, company ID, name, address, timezone, email, and much more.

2. Get Location Tags

Through this action, you will get the tag's name and ID.

3. Create Location Tag

Through this action, you will be able to create the tag by entering the tag name.

4. Update Location Tag

By entering the Tag ID, you will be able to Update the Tag Name. 

5. Delete Location Tag

By entering the Tag ID you will be able to delete the tag.

Action Contact-related

1. Search Contacts

You can search for contacts and also search by name. 

2. Search Duplicate Contacts

You can search for duplicate contacts by entering your Email or Phone 

3. Get Contact

You can get a contact by contact ID.

4. Create Contact
   Fill in the details; Phone is required, First Name, Last Name, Email, and other fields. 

5. 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.

6. Update Contact Custom Fields

7. Update Contact Custom Field

8. Delete Contact Custom Field

9. 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

10. Delete Contact

You can delete the contact by entering the contact ID.

11.  Create a Note to Contact

You can create notes and add them to the contact by contact ID.

12. Add Tags to Contact

You can add tags to the contact by contact ID and entering the Tag Name.

13. Remove Tags from Contact

You can remove tags by entering their Contact ID and Tag name.

Action Message-related

1. Send SMS Message

You can send an SMS by entering the Body text and Contact ID.

2. Send Email Message

You can send an email to the user by entering Contact ID, Subject and Body, and Message From is Optional.

Action Campaign-related

1. Get Campaigns

2. Add Contact to Campaign

3. Remove Contact From Campaign

4. Remove Contact From Every Campaign

Action Calendar-related

1. Get Calendars

You can get a list of all calendars along with IDs, Names, open hours, etc.

2. Get Calendar Groups

3. Get Calendar

 You can get the details of the Calendar by entering the Calendar ID

4. Delete Calendar

You can delete the calendar by entering the Calendar ID. 

5. 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.

6. Get Appointments for contact

7. Calendar Get Appointment

8. Calendar Create Appointment

9. Calendar Update Appointment

10.  Calendar Create Block Slot

11.  Calendar Update Block Slot

12.  Calendar Delete Event

Action Workflow-related

1. Get Workflows

2. Add contact to Workflow

3. Remove Contact from Workflow

Action Custom Fields-related

1. Get Custom Fields

2. Create Custom Field

3. Update Custom Field

4. Delete Custom Fields

Action Custom Value-related

1. Get Custom Values

2. Create Custom Value

3. Update Custom Value

4. Delete Custom Value

Action Opportunity-related

1. Search Opportunity

2. Get Pipelines

3. Get Opportunity

4. Create Opportunity

5. Update Opportunity

6. Upsert Opportunity

7. Update Opportunity Status 

8. Delete Opportunity

 Action User-related

1. Get Users

2. Get User info

3. Create User

4. Update User

5. Delete User

 Action Template-related

1. 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)

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.