Integrate Callingly With GoHighLevel
| Two-way integration | Automatic trigger | Two-way owner sync |
Callingly connects to your GoHighLevel account, automatically calling new contacts as they come in. Call results, recordings, and text messages are then synced back to GoHighLevel, and lead owners can be kept in sync between the two platforms.
Owners and Admins can enable integrations. Approx. reading time 5 min.
Connect Callingly to GoHighLevel
You'll initiate the connection between Callingly and GoHighLevel from the Callingly side.
- 1.
- Navigate to the New Integration page.
- 2.
- Click the Connect button next to the GoHighLevel integration option. You'll be taken to GoHighLevel to authorize the connection.
- 3.
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Choose the sub-account (location) you want to connect on the GoHighLevel authorization screen.
Caution: You must connect from a specific sub-account, not the agency level. If you authorize at the agency level, the connection won't complete and you'll be asked to choose a sub-account (location) instead. - 4.
- Authorize the connection. GoHighLevel will connect and redirect you back to Callingly.
Choose Options
Now that your integration is installed, you can set up a few options. This is where you can also change options in the future.
Name
The name of your integration. If using multiple instances of an integration with the same app, it's a good idea to change this to something more descriptive.
| Input Type | Options | Default Setting |
| Text input box | Enter up to 250 alphanumeric characters | GoHighLevel |
Sync Calls
Turning this on creates a new call activity in GoHighLevel after a call is completed. The activity includes a note with a link to the call recording in Callingly.
| Input Type | Options | Default Setting |
| Two-way toggle | Off and On | On |
Sync SMS
Turning this on creates a new SMS activity in GoHighLevel after a text message is sent or received in Callingly.
| Input Type | Options | Default Setting |
| Two-way toggle | Off and On | Off |
Sync Lead Owner
Assigns a lead owner in GoHighLevel when a lead is assigned to a user in Callingly.
| Input Type | Options | Default Setting |
| Two-way toggle | Off and On | Off |
How Calling Is Triggered
Callingly starts calling a GoHighLevel contact automatically when the contact's Source matches one of your routing rules. When you first connect, Callingly creates routing rules for the lead sources already in your account, so your existing sources are covered.
To review or change which sources start a call — and which team they route to — click Routing in your GoHighLevel integration settings. Contacts whose source doesn't match a routing rule won't be called, so you have full control over which leads Callingly dials.
Sync Lead Owner
If you opt to have your lead owners synced between Callingly and GoHighLevel, you'll need to associate each Callingly user with their GoHighLevel user.
To do this, from your Callingly dashboard:
- 1.
- Go to the Users page of your Callingly account.
- 2.
- Click the Edit button for the user you want to change.
- 3.
- Select the correct user via the dropdown menu under the GoHighLevel User heading.
- 4.
- Save your changes.
- 5.
- Repeat these steps for every Callingly user.
Next Steps
- Test the integration. Create a new contact in GoHighLevel with a source that matches one of your routing rules. This should start the outbound call flow within a few minutes.
- Set the call schedule. Be sure to set the schedule for when your team can receive calls. This way, nobody will receive a call outside of work hours.
Common Questions
I use a white-labeled version of GoHighLevel. Is that supported?
Yes. White-labeled GoHighLevel accounts (often branded as LeadConnector) connect exactly the same way. Follow the steps in the Connect section above.
Why aren't my new contacts being called?
Callingly only calls contacts whose Source matches a routing rule. Open the Routing tab in your GoHighLevel integration settings and confirm there's a rule for the source your contacts are coming in with. See How Calling Is Triggered above.
How do I connect if I have multiple sub-accounts?
Connect from the specific sub-account (location) whose contacts you want to call. To call contacts from more than one sub-account, connect the GoHighLevel integration once for each.