Connecting GoHighLevel

Overview

GoHighLevel (GHL) is the core CRM and marketing automation platform that powers af-gemini-connect. Connecting your GHL account enables:

• Client data synchronization
• Automated appointment scheduling
• Two-way SMS and calling
• Funnel and pipeline management
• White-label dashboard access

This guide walks you through connecting your agency's GHL account to af-gemini-connect.

Prerequisites

Before you begin, ensure you have:

• GoHighLevel account with agency admin privileges
• API credentials (Client ID and Client Secret) from GHL
• Admin access to af-gemini-connect

Step-by-Step Connection

1. Generate GHL API Credentials

1. Log into your GoHighLevel account as an agency admin
2. Navigate to Settings → API Settings
3. Click Create New API Key
4. Copy the Client ID and Client Secret (you'll need these shortly)

2. Access Agency GHL Configuration

1. In af-gemini-connect, go to Admin → Agency Settings
2. Select the GoHighLevel tab
3. Click Connect Account

3. Enter API Credentials

1. Paste your Client ID and Client Secret into the form
2. Click Authenticate
3. You'll be redirected to GHL's OAuth consent screen
4. Approve the connection

4. Configure Sync Settings

After authentication, configure:

• Sync Frequency: Real-time, hourly, or daily
• Client Sync: Enable to automatically import new clients
• Field Mapping: Map GHL custom fields to af-gemini-connect
• Webhook Endpoints: Set up callbacks for events (calls, SMS, appointments)

Field Bootstrap

af-gemini-connect supports 12 custom fields from GHL. During initial setup, you can choose which fields to enable:

1. Client Source — Where the lead came from
2. Lead Status — New, contacted, qualified, etc.
3. Priority — Low, medium, high, urgent
4. Service Type — The service they're interested in
5. Budget — Estimated project budget
6. Timeline — When they want to start
7. Notes — Internal notes
8. Tags — Custom tags for segmentation
9. Custom Field 1-4 — Four additional custom fields

Connection Health

Once connected, monitor your GHL integration in the Agency GHL dashboard:

• Connection Status: Active/Inactive
• Last Sync: Timestamp of last successful sync
• Sync Errors: Any errors encountered during sync
• Webhook Logs: Incoming/outgoing webhook events

Troubleshooting

"Invalid credentials" error

• Double-check your Client ID and Client Secret
• Ensure your GHL account has API access enabled
• Regenerate credentials if they've been compromised

Sync failures

• Check your sync frequency settings
• Verify webhook endpoints are reachable
• Review the connection health dashboard for specific errors

Missing client data

• Confirm client sync is enabled
• Check field mapping configuration
• Ensure clients are properly assigned to your agency

Next Steps

After connecting GHL, you can:

• Set up client-specific GHL connections
• Configure automated appointment scheduling
• Enable SMS campaigns
• Integrate with Google Calendar
• Connect Meta Ads for lead tracking

FAQ

Q: Can I connect multiple GHL accounts?
A: Yes, each client can have their own GHL connection in addition to the agency-level connection.

Q: What happens if I disconnect GHL?
A: Disconnecting will stop all sync operations and may affect client portals that rely on GHL data.

Q: Are webhooks required?
A: Webhooks are optional but recommended for real-time updates (e.g., call recordings, SMS delivery status).