Integrations
GoHighLevel

GoHighLevel Integration

Comprehensive integration guide for connecting Aila with GoHighLevel CRM.

Overview

The GoHighLevel integration provides bidirectional sync between Aila and your GHL account, automatically updating contacts, opportunities, and custom fields with call data and insights.

Features

Automatic Call Sync

  • All calls automatically appear in GHL contact timeline
  • Recordings linked in contact activities
  • Transcripts available in notes
  • Call summaries added to contact

Custom Field Mapping

Extract data from calls and sync to GHL:

  • Map AI-extracted fields to GHL custom fields
  • Auto-populate contact and opportunity fields
  • Skip-if-exists rules to preserve existing data
  • Flexible field types (text, number, date, etc.)

Opportunity Management

  • Auto-create opportunities from calls
  • Update existing opportunities
  • Sync opportunity custom fields
  • Track pipeline stages

Agency Support

For GoHighLevel agencies:

  • Multi-location support
  • Location-level connections
  • Separate configurations per location
  • Agency-wide reporting

Setup Guide

Prerequisites

  • Active GoHighLevel account
  • Admin access to location
  • API access enabled

Step-by-Step Setup

1. Initiate Connection

  1. Navigate to Settings > Connections
  2. Find GoHighLevel section
  3. Click Connect GoHighLevel

2. Authorize Aila

  1. Sign in to your GHL account
  2. Review requested permissions:
    • Read/write contacts
    • Read/write opportunities
    • Read/write custom fields
  3. Click Authorize

3. Select Location (Agency Accounts)

  1. Choose the location to connect
  2. Each location requires separate connection
  3. Repeat for additional locations

4. Configure Field Mapping

  1. Click Configure Field Mapping
  2. Map Aila fields to GHL fields:
    • Select Aila custom dataset
    • Choose corresponding GHL field
    • Set sync rules (overwrite, skip if exists, etc.)
  3. Save configuration

5. Test Connection

  1. Make a test call
  2. Verify it appears in GHL
  3. Check field values synced correctly
  4. Confirm opportunity created (if configured)

Field Mapping Configuration

Base Fields

Automatically synced:

  • Contact Name → GHL Contact First/Last Name
  • Phone Number → GHL Contact Phone
  • Email → GHL Contact Email
  • Call Duration → GHL Activity Duration
  • Call Date → GHL Activity Date

Custom Field Mapping

Create mappings for extracted data:

Example Mappings:

  • Aila "Budget" → GHL "Budget Amount" (number)
  • Aila "Timeline" → GHL "Purchase Timeline" (text)
  • Aila "Pain Points" → GHL "Needs" (textarea)
  • Aila "Next Steps" → GHL "Follow Up Actions" (text)

Sync Rules

Overwrite:

  • Always update GHL field with latest value
  • Use for frequently changing data
  • Example: "Last Call Summary"

Skip If Exists:

  • Only set if GHL field is empty
  • Preserves original values
  • Example: "First Contact Date", "Lead Source"

Append:

  • Add to existing value
  • Use for notes or cumulative fields
  • Example: "Call Notes"

Opportunity Creation

Auto-Create Opportunities

Configure when to create opportunities:

Always Create:

  • New opportunity for every call
  • Useful for high-touch sales

Create If None Exists:

  • Only if contact has no open opportunities
  • Prevents duplicates
  • Recommended setting

Never Create:

  • Manual opportunity management
  • Calls only update existing opportunities

Opportunity Field Mapping

Map call data to opportunity fields:

  • Deal Value
  • Pipeline Stage
  • Custom opportunity fields
  • Expected close date

Advanced Features

Webhook Configuration

For real-time sync from GHL to Aila:

1. Get Webhook URL

  • Settings > Connections > GoHighLevel
  • Copy Aila webhook URL

2. Configure in GHL

  • GHL Settings > Integrations > Webhooks
  • Add new webhook
  • Paste Aila URL
  • Select events to send

3. Events to Enable

  • Contact Created
  • Contact Updated
  • Opportunity Created
  • Opportunity Updated

Call Routing by GHL Data

Use GHL fields for call routing:

  • Route based on pipeline stage
  • Different checklists for lead source
  • Custom routing by tags

Marketplace Installation

Installing from GHL Marketplace

1. Find Aila in Marketplace

  • Open GHL Marketplace
  • Search for "Aila"
  • Click Install

2. Grant Permissions

  • Review permissions
  • Authorize installation
  • Select location

3. Automatic Setup

  • Aila account created automatically
  • OAuth configured
  • Basic field mapping enabled

4. Customize

  • Navigate to Aila
  • Complete setup wizard
  • Configure advanced options

Billing

Marketplace installations include:

  • Per-user billing through GHL
  • Trial period available
  • Monthly reconciliation
  • Automatic seat management

Troubleshooting

Connection Issues

OAuth Errors:

  • Re-authorize connection
  • Check API access enabled in GHL
  • Verify admin permissions

Location Not Appearing:

  • Ensure you have access to location
  • Check location is active
  • Try disconnecting and reconnecting

Sync Failures

Fields Not Syncing:

  • Verify field mapping configuration
  • Check field types match
  • Ensure GHL custom fields exist
  • Review sync error logs

Opportunities Not Creating:

  • Check opportunity creation settings
  • Verify OAuth scopes include opportunities
  • Ensure pipeline exists
  • Check for duplicate prevention rules

Delayed Sync:

  • Normal delay: 1-5 minutes
  • Check webhook configuration
  • Verify connection status
  • Force manual sync if needed

Data Issues

Missing Calls:

  • Check date filters
  • Verify sync is active
  • Ensure calls processed completely
  • Check GHL activity filters

Incorrect Field Values:

  • Review extraction prompts
  • Check field type compatibility
  • Verify mapping configuration
  • Test with manual call

Best Practices

Field Mapping Strategy

Start Simple:

  1. Connect base fields first
  2. Test with few custom mappings
  3. Add more gradually
  4. Monitor data quality

Important Fields First:

  • Focus on fields you use most
  • Skip-if-exists for historical data
  • Overwrite for dynamic data

Data Quality

Regular Checks:

  • Monthly field mapping review
  • Verify data accuracy
  • Update extraction prompts
  • Clean up unused mappings

Testing:

  • Test new mappings with sample calls
  • Verify before production rollout
  • Document expected behavior

Performance

Optimize Sync:

  • Only map fields you need
  • Use webhooks for real-time updates
  • Batch process historical data
  • Monitor sync queue

Next Steps

OverviewHubSpot