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GHLintegration
BRIGHTCALL.AI + YOUR PLATFORM
Overview
Bring Brightcall.ai into your GoHighLevel workflow. The GHL setup guide covers account authorization and the connection for calling activity and lead information. Confirm the account and workflow scope before rollout.
01
Choose the right account
Confirm which GHL account and business workflow the connection should serve.
02
Plan the information handoff
Review supported call and lead information with our team. Confirm the fields you need rather than assuming every CRM object is included.
03
Test a complete follow-up
Use a sample lead to check the path from a call to the expected CRM activity.
PLAN YOUR WORKFLOW
From a conversation to the next step.
Start with the way your team works today, then explore where Brightcall.ai could fit.
STEP 01
Open the GHL guide and review authorization requirements.
STEP 02
Authorize the intended account and agree on the configuration.
STEP 03
Run a sample call and verify the resulting information in GHL.
Supported features and requirements are confirmed with our team.
LET’S BUILD THE RIGHT SETUP
Getting started
01
Tell us about your tools
Share the platform, your team’s process, and the outcome you’re aiming for.
02
Map the workflow together
Identify the customer context, conversations, and follow-up your team needs.
03
Confirm your setup
We’ll review supported capabilities, availability, and requirements before you get started.
