GoHighLevel Leads Automation

This tutorial shows how to set up an automation that automatically calls new leads from GoHighLevel using AI voice agents with intelligent retry logic.

​

What You’ll Learn

• Creating an AI assistant with custom call variables
• Setting up GoHighLevel integration with LeadConnector
• Configuring campaigns with retry logic and goal completion
• Mapping lead data from GoHighLevel to your assistant
• Testing and deploying your automation flow

​

Prerequisites

• Active GoHighLevel account
• Autocalls.ai platform access
• Phone number configured for outbound calls

​

Step 1: Create Your AI Assistant

First, we need to create an AI assistant that will handle the calls to your GoHighLevel leads.

1. Navigate to Assistants page and click on “Assistants” in the sidebar
2. Click “New Assistant” button to start the creation process
3. Give it a name - for this tutorial, we’ll use “Test ghl”

4. Select a phone number for outbound calls
5. Choose a voice that fits your brand
6. Set the timezone for your target audience

​

Step 2: Configure Call Variables

Call variables allow you to personalize each call with specific lead information from GoHighLevel.

1. Go to the second tab “Prompts and Tools”
2. Locate the “Call Variables” section

3. Add custom variables for your GoHighLevel leads:
   • You’ll see customer_name with default value “John”
   • Add email variable with a default value
   • Add any additional variables like company_name, address, etc.
4. Variables can be used in multiple ways:
   • In the system prompt: “Hi {customer_name}”
   • For mid-call tools: Personalized API calls
   • For file imports: Bulk lead processing
   • For automation platform: Dynamic data mapping

​

Step 3: Set Up Post-Call Variables

Post-call variables help track the success of your calls and automate follow-up actions.

1. Navigate to step 3 “Post-call Variables”
2. Review the default variables:
   • status - Boolean (true/false) indicating if call objective was achieved
   • summary - Text summary of the call conversation

The status variable is crucial for campaign automation:

• True: Call objective achieved, lead marked as completed
• False: Call objective not met, lead will be retried

3. Click “Create” to finalize your assistant

​

Step 4: Create Campaign with Retry Logic

Now we’ll create a campaign that intelligently retries leads until the call objective is achieved.

1. Navigate to Campaigns page in the sidebar
2. Click “New Campaign” button

3. Configure campaign settings:
   • Give your campaign a name
   • Select the assistant you just created
4. Click “Create” to save your campaign

​

Step 5: Set Up GoHighLevel Integration

Now we’ll create the automation that imports leads from GoHighLevel into your campaign.

1. Click “Automate platform” in the sidebar
2. Press “New Flow” and select “From Scratch”

3. Search for “LeadConnector” in the trigger search bar
4. Click on LeadConnector when it appears

5. Select “New Contact” trigger
   • This will trigger for each new lead created in GoHighLevel

​

Step 6: Connect Your GoHighLevel Account

1. Click “New Connection” to link your GoHighLevel account
2. Give the connection a name (e.g., “My GoHighLevel Account”)

3. Click “Connect” to start OAuth authorization
4. Authorize the connection in the popup window:
   • Scroll down and click “Next”
   • Select your desired GoHighLevel account
   • Complete the authorization process
5. Click “Save” to finalize the connection

​

Step 7: Test the Trigger with Sample Data

Before we can configure the automation, we need sample lead data to work with.

1. Go to your GoHighLevel account
2. Navigate to Contacts page
3. Click the ”+” button to create a new contact
4. Fill in test data:
   • First name, last name
   • Email address
   • Phone number
5. Click “Save” to create the contact

6. Return to the automation platform
7. Click “Load Data” to fetch the test contact
8. Verify the contact data appears correctly

​

Step 8: Configure the Campaign Action

Now we’ll set up the action that adds leads to your calling campaign.

1. Click the ”+” sign to add an action step
2. Search for your calling platform
3. Select “Add Lead to Campaign” action
4. Select the campaign you created earlier

​

Step 9: Map Lead Data to Call Variables

This is where we connect GoHighLevel lead data to your assistant’s call variables.

1. Click on the “Phone Number” input field
2. Select the phone number from the trigger data sidebar
3. Click “Insert” to map the field

4. Map the call variables you defined in your assistant:
   • customer_name: Use both “first_name” and “last_name”
   • email: Map to the email field from GoHighLevel

5. Add additional variables using “Add Item” if you have more custom fields

​

Step 10: Test and Deploy

1. Click “Test Step” to verify the lead is added correctly
2. Check the confirmation that the customer was added

3. Navigate to the Leads page to verify:
   • The lead appears in your platform
   • Variables are imported correctly
   • Data matches your GoHighLevel contact

4. Return to automation and click “Publish”
   • Your automation is now live
   • Every new GoHighLevel contact will be automatically added

​

Step 11: Start Your Campaign

1. Go to Campaigns page
2. Click the “Start” button on your campaign
3. Your leads will now be called automatically based on your retry settings

​

Best Practices

​

Variable Management

• Define all necessary variables in your assistant before creating automations
• Use descriptive variable names that match your GoHighLevel fields
• Test with sample data before going live

​

Campaign Configuration

• Start with 3 retries maximum to avoid overwhelming leads
• Use 60-minute intervals to allow reasonable callback timing
• Monitor the status variable to track conversion rates

​

Lead Quality

• Ensure phone numbers are in international format (+1234567890)
• Verify email addresses for follow-up automations
• Keep lead data up to date in GoHighLevel

​

Troubleshooting

​

Common Issues

Leads not being imported:

• Check GoHighLevel connection authorization
• Verify webhook is properly configured
• Ensure new contacts have valid phone numbers

Variables not populating:

• Confirm variable names match between assistant and automation
• Check that GoHighLevel fields contain data
• Verify mapping in the automation step

Calls not triggering:

• Ensure campaign is started
• Check phone number configuration
• Verify assistant is properly configured

​

Next Steps

Once your basic automation is working:

• Set up SMS follow-ups for unsuccessful calls
• Create Google Sheets integration to track qualified leads
• Add email automation for additional touchpoints
• Monitor and optimize your conversion rates

Your GoHighLevel leads will now be automatically called by your AI assistant with intelligent retry logic until your call objectives are achieved!