> ## Documentation Index
> Fetch the complete documentation index at: https://docs.autocalls.ai/llms.txt
> Use this file to discover all available pages before exploring further.
# GoHighLevel Leads Automation
> Learn how to automatically call GoHighLevel leads with AI voice agents
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
Always define variables in your assistant first, then map them in the automation. This ensures proper data flow from GoHighLevel to your calls. Learn more about [configuring call variables](/ai-assistants/settings/prompt-and-tools#call-variables).
## 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!
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
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!