Go High Level - Integration V2 (GHL V2 - New)
LeadByte has a direct integration with Go High Level which allows you to add a contact and appointment. Follow the steps below to connect your GHL account.
Before you start the build within LeadByte please make sure you have authorised the integration on GHL marketplace HERE
Create a delivery, action should be "Direct Post" and select remote system "GHL V2 - New".
Once selected you will see the URL auto-populate and a new section appear called "Go High Level Integration". This is where you will connect to your GHL account. The first step is to select "Authorise Access". You will be redirected to the below page, choose the account you want to connect to. Note, that if you do not see all of your sub accounts in the drop down you should check the permissions against the GHL user. It is possible to restrict sub account access at user level; if done so you will not see all sub accounts via the API.
The next page will provide you with:
- Access Token
- Refresh Token
- Location ID
You must copy these and add them to the related sections in the delivery.
If you want to add an appointment tick the Add Appointment box. You will then need to add the Calendar id of the calendar you would like to add the appointment to. This can be located within your calendar setting.
Below the Calendar ID you will see Start time. This will need to be passed in with the lead in the format shown (YYYY-MM-DDTHH:MM:SS+HH:MM). You can use the tag next to the field to dynamically add a field value.
Note: Before it can be used, this dynamic field must be created under Campaigns > Define Fields.
Once done select Get Fields which will pull the fields from the linked GHL account to allow you to match the fields in LeadByte. Simply map the relatable fields for transfer.
Following this you will need to add a new remote system so LeadByte knows what you class as a successful submission. GHL respond with code 201 when added. Select Add Response Row > Match by = HTTP Status > HTTP Status = 201 created > Label = Success (or choose a label of your own).
You are ready to test when this action has been completed. Hit "Test" at the bottom of the screen then Save when you get a successful response.
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