Integrating CloseBot with Your GoHighLevel (GHL) Account and Funnels

Overview

Integrating CloseBot with your GHL account enables seamless lead capture, automated follow-ups, and efficient sales engagement across various communication channels, including Email, Live Chat, SMS, Instagram DM, WhatsApp, and Facebook Messenger.

Step 1: Connect CloseBot to Your GHL Account

1. Log into CloseBot:Access your CloseBot account and navigate to the Bot Settings page.Select the bot you wish to connect.
2. Access your CloseBot account and navigate to the Bot Settings page.
3. Select the bot you wish to connect.
4. Integrate with GHL:In the Integrations section, click on Connect to Account.Ensure you are logged into the desired GHL sub-account in the same browser.A window will appear displaying available accounts; select the appropriate sub-account to establish the connection.
5. In the Integrations section, click on Connect to Account.
6. Ensure you are logged into the desired GHL sub-account in the same browser.
7. A window will appear displaying available accounts; select the appropriate sub-account to establish the connection.

Note: Detailed instructions are available in the Initial Setup Guide.

Step 2: Create a Workflow in GHL for CloseBot

1. Access GHL Workflow Builder:Log into your GHL account and navigate to the Workflows section.
2. Log into your GHL account and navigate to the Workflows section.
3. Set Up the Workflow:Trigger: Add a Customer Replied trigger to initiate the workflow whenever a customer sends a message on any channel.Action: Add a Webhook action with the following URL: https://api.closebot.ai/message/. This action sends the necessary information to CloseBot when triggered by a new message.
4. Trigger: Add a Customer Replied trigger to initiate the workflow whenever a customer sends a message on any channel.
5. Action: Add a Webhook action with the following URL: https://api.closebot.ai/message/. This action sends the necessary information to CloseBot when triggered by a new message.

Note: For more details, refer to the Initial Setup Guide.

Step 3: Embed CloseBot into Your GHL Funnels

1. Obtain CloseBot Widget Code:In CloseBot, navigate to the Bot Settings and locate the widget code for the bot you want to embed.
2. In CloseBot, navigate to the Bot Settings and locate the widget code for the bot you want to embed.
3. Add to GHL Funnel:Open your GHL Funnel Builder and select the desired funnel.Click Edit Page and choose the section where you want CloseBot to appear.Add a Custom HTML element and paste the CloseBot widget code.Save the changes and test the integration to ensure CloseBot functions correctly within the funnel.
4. Open your GHL Funnel Builder and select the desired funnel.
5. Click Edit Page and choose the section where you want CloseBot to appear.
6. Add a Custom HTML element and paste the CloseBot widget code.
7. Save the changes and test the integration to ensure CloseBot functions correctly within the funnel.

Step 4: Automate Lead Follow-Ups in GHL

1. Create a New Workflow:In GHL, set up a workflow with the trigger Customer Replied.
2. In GHL, set up a workflow with the trigger Customer Replied.
3. Define Actions:Webhook: Add a webhook action pointing to https://api.closebot.ai/message/ to process incoming messages through CloseBot.Additional Actions: Depending on your requirements, add actions such as sending emails, SMS, or assigning tasks to team members.
4. Webhook: Add a webhook action pointing to https://api.closebot.ai/message/ to process incoming messages through CloseBot.
5. Additional Actions: Depending on your requirements, add actions such as sending emails, SMS, or assigning tasks to team members.

Note: Ensure the workflow is active to allow CloseBot to respond across all connected messaging channels.

Common Mistakes to Avoid

• Incorrect Calendar ID: When setting up booking objectives, ensure you're using the permanent Calendar ID from GHL. docs.closebot.ai
• Missing Contact Information: Ensure that contacts have either a phone number or email, as appointments cannot be booked without this information. docs.closebot.ai
• Unpublished Workflows: Remember to publish your workflows in GHL; unpublished workflows will not function.

Need Help?

If you encounter any issues during the integration process or need further assistance, please refer to the CloseBot Help Library or contact our support team for expert guidance.