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Integrations Advanced 10 min read

GoHighLevel CRM Integration

Create and manage deals and contacts directly in your GoHighLevel account.

Overview

The GoHighLevel CRM integration allows your 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 marketplace.gohighlevel.com/app-dashboard
  3. Click Create New App
Create app
  1. Fill in the form: App Name = MyChatBot Integration; App Type = Private; Distribution Type = check all boxes; Listing Type = Standard (Non white-label)
App form
  1. Click Create App
  2. Click Advanced Settings → Auth
Auth settings

Fill in the 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, click Add

Redirect URI

Client Keys: click Add and enter a name (Name = MyChatBotKey)

Client key name

Copy Client ID and Client Secret, then click Save

Copy credentials

Creating integration on MyChatBot

  1. Navigate to the Integrations tab in your dashboard
  2. Select the agent you want to connect to GoHighLevel
Select agent
  1. Scroll down to find GoHighLevel CRM in the integrations list
  2. Click Connect
  3. Provide Client ID, Client Secret and Deal Pipeline ID
Pass credentials
  1. Click Submit to save your integration

Entities & data fields configuration

After connecting, configure which entities and fields your agent can access:

Entity config

Toggle Use Deals. For the entity select standard GoHighLevel fields and custom fields, then click Apply fields. Use Sync statuses to sync the latest pipeline stages.

Entity types: Deals (called Opportunities in GoHighLevel) and Contacts. Field types: Standard and Custom. Special fields: Status (must match GoHighLevel statuses; via Sync statuses), pipelineStageId (unique stage identifier, alternative to Status by ID), source (auto-set to "AI-" + assistant name), monetaryValue (deal value in your currency). Pipelines: select the pipeline in the dashboard; the agent uses it when creating deals.

Available tools

After connecting, your agent gets three tools:

1. create_crm_deal, creates deals (full_name required, phone, Status by name, pipelineStageId by ID, monetaryValue, source, custom fields). Contact auto-created/found by phone, deal linked and added to your selected pipeline.

2. edit_crm_deal, updates existing deals (full_name required, phone, Status, pipelineStageId, monetaryValue, custom fields).

3. add_crm_client_contact, creates/updates contacts (full_name required, phone required). Updates an existing deal and the MyChatBot client info.

Configuration in agent instructions

Creating deals:

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

Deal progression:

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