Nimbata’s GoHighLevel integration automatically sends call data to GoHighLevel, so you can track leads, update deals, and keep your sales pipeline accurate. When a caller is not in GoHighLevel yet, Nimbata creates the records you choose, such as a Contact and a Note. When the caller is already a contact, it updates the fields you map. A workflow decides which calls are sent.
Before you start
- Permissions
- GoHighLevel, under Integrations, in your Nimbata role
- A GoHighLevel account you can sign in to.
- The Nimbata project whose calls you want to send: the integration is set up per project.
Connect GoHighLevel
1Open the GoHighLevel integration
Go to Integrations and click Go to integration on the GoHighLevel tile (1), or go straight to Integrations > GoHighLevel.
Integrations
GoHighLevelCreate contacts or update existing ones automatically when your phone rings.Open the GoHighLevel tile (1). 1Connect your GoHighLevel account
- Click Connect (1).
- In the authorization pop-up, click Allow and Install.
GoHighLevel
Create contacts or update existing ones automatically when your phone rings.
Connect1GoHighLevel Settings 1Caller not found
0 actions configured
Caller found
0 actions configured
Click Connect (1).
Configure GoHighLevel
Each setup, such as GoHighLevel Settings 1, has two sections: Caller not found, what Nimbata creates when the caller is not in GoHighLevel, and Caller found, what it updates when they are. To send different calls to GoHighLevel in different ways, click Set up GoHighLevel to add another setup; each workflow picks the setup it sends.
Map your fields
Map Nimbata fields to GoHighLevel fields for two scenarios:
- One for when the caller is not found in your CRM (Caller not found)
- One for when they already exist (Caller found)
Click + Add object to add each record, or Use Default Config to fill in the recommended mapping.
Caller not found
Choose what to create when the caller is not already in GoHighLevel.
CreateContact✕First NameNimbata✕✕Last NameLead✕✕PhonenCaller ID✕✕Contact SourcenConfigured Tracking Source✕✕Select fieldCreateNote✕BodyTracking Source:✕nConfigured Tracking Source✕Tracking Number:✕nTracking Number Friendly Name✕✕Add objectUse Default ConfigCaller not found: a new Contact with its fields mapped, then a Note. 1Choose how duplicate contacts are handled
In the Caller found section, GoHighLevel matches callers against Contact records only. Choose how to handle duplicates (1), when the same Caller ID is found on more than one contact: Handle first, Handle all or Ignore all.
Caller found
Choose what to update when the caller already exists in GoHighLevel.
If a Caller ID is found in multiple objects, which entity should be enriched?
ContactWhen the same Caller ID is found multiple times within the same object, how would you like our app to handle the call event?
Handle firstHandle allIgnore all1Add objectUse Default ConfigChoose how to handle duplicates (1).
Test the integration
Send a test event
Click Send Test and Save, fill in the test values, including a Caller ID, and click Send event. If the Caller ID is already a GoHighLevel contact, Nimbata runs your Caller found actions, otherwise your Caller not found actions. Review the test event in GoHighLevel.
Save the setup
Click Save. Calls start reaching GoHighLevel once a workflow sends them (below).
Send calls with a workflow
Which calls are sent is decided by a workflow with a GoHighLevel action: a workflow that runs when a call ends, with no filter, sends every call, and its filters (for example call outcome or tracking number) narrow it down.
Create a workflow
Go to Workflows, click and choose From Scratch. Keep the Inbound Call trigger with Call Ends, and add any filters you need.
1Add the GoHighLevel action
Click the + plus sign, select Perform action, and choose GoHighLevel under Integrations. Pick your setup under Select configuration (1), then click .
GoHighLevelConfigureGoHighLevel Settings 1×✕1Pick the GoHighLevel setup to send (1), then click OK. 1Enable the workflow
Click (1).
Trigger EnrollmentInbound CallOutbound CallForm SubmissionSMS ReceivedA customer calls your tracking numberFires whenCall StartsCall EndsUser Updates PropertyAction group1GoHighLevelGoHighLevel Settings 1✕Add another actionFinishThe workflow sends every inbound call to GoHighLevel when it ends. Click Enable (1).
Detailed guide: Create a workflow
Check it worked
The GoHighLevel page now shows the workflow that uses the integration. Place a test call to one of your tracking numbers: once it ends, the contact appears in GoHighLevel.
GoHighLevel
sam@harborpine.exampleCreate contacts or update existing ones automatically when your phone rings.
Used in 1 workflow
Events are sent when an inbound call ends.
🎉 Done! All calls that match your workflow criteria are automatically logged in GoHighLevel.
Troubleshooting
The GoHighLevel tile says Disconnected
Nimbata has lost its connection to GoHighLevel. Your GoHighLevel settings are saved, but nothing is sent until you reconnect: open the integration and click Reconnect in the red Disconnected. banner.
Integrations
Send Test and Save is greyed out
- Connect GoHighLevel first: the button stays off until the integration is connected.
- Map at least one field under Caller not found or Caller found.
- If the test answers “Please provide a valid caller id”, fill in the Caller ID box in the test panel.
Calls are not reaching GoHighLevel
- Check that a workflow with a GoHighLevel action is enabled, and that its filters let the call through.
- Check that the workflow’s GoHighLevel action uses the setup you configured, under Select configuration.
- Check that the GoHighLevel tile does not say Disconnected.
- Send a test from Send Test and Save to see the error GoHighLevel returns.