GoHighLevel V1 - CRM V1

Owned by Matthew Miao
Last updated: Jul 25, 2024
1 min read

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.

 

Integration CRM V1 & CRM V2

  • V1: Need location ID & API Key

Integration with GoHighLevel V1:

For CRM V1, you'll need to input your GoHighLevel location ID and API keys to connect to the Version 1 API.

  1. Log in to your CRM account.

  2. Go to Settings.

  3. Find your Location ID and API Keys here.

  4. Click to copy them

  5. Paste your Location ID and API Key into UChat

  6. Save. You should see a verified green checkmark, indicating CRM Version 1 is ready to use in the Flow Builder.

 

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:

  • Search Contacts

You can search both all contacts and individual contacts by entering the name of the user.

  • Search Duplicate Contacts 

You can use this operation to check if the email or phone of the user has already been located. 

  • Get Contact

You can get a detail of contact by entering the user Id.

  • Create Contact

Fill out the parameter with your phone number, first and last name, email address, and any additional information. 

  • Update Contact

Similar to the contact create Action, you only need to enter the contact's ID.

  • Delete Contact

You can delete the contact by entering the contact Id.

  • Access campaigns, Add or remove contacts from campaigns

  • Access workflows, Add contacts to workflows

  • Add Note to Contact

To add a note to a contact, enter the contact's id and note body.

  • Add or remove tags from contacts

It's a simple process: provide the tag name and contact ID to add or delete the tag.

 

 

Triggers

  • V1 don't have triggers