How to Integrate GoHighLevel with Callin.io Using Zapier Webhook

Step 1: Create a Form on GoHighLevel

1. Navigate to Sites:
   • In GoHighLevel, go to the ‘Sites’ section.
   • Click on ‘Forms’ as shown in the image below.

1. Create Your Form:
   • Design a simple contact form with fields for name, email, and phone.
   • Save your form.

Step 2: Set Up Automation Workflow

1. Go to Automation:
   • Navigate to the ‘Automation’ section in GoHighLevel.
   • Click on the ‘Create Workflow’ button.
   • Select ‘Start from scratch’ from the dropdown menu.

1. Add New Trigger:
   • Click on ‘Add new trigger’.
   • Search for ‘Form submitted’ and set the following parameters:
     • Workflow Trigger Name: Form Submitted
     • Filters:
       • Form is: Zapier form
   • Ensure to activate the filter field to select the form you want to connect (in this example, ‘Zapier form’).

1. Add Webhook Action:
   • Click on the plus (+) icon to add a second step to your workflow.
   • In the search bar, type ‘Webhook’ and select it.
   • Set the following parameters:
     • Action Name: Webhook
     • Method: Post
     • URL: Insert the webhook URL you will create in the next step in Zapier.
     • Custom Data:
       • email: {{contact.email}}
       • phone: {{contact.phone}}
       • name: {{contact.name}}
   • Save the action.

Step 3: Create Webhook in Zapier

1. Open Zapier:
   • Log in to your Zapier account.
   • Create a new Zap.

1. Set Webhook Trigger:
2. Copy Webhook URL:
   • Click on the test tab and copy the provided webhook URL.
   • This URL should be inserted into the webhook action in your GoHighLevel workflow.

Step 4: Test the Integration

1. Insert URL in GoHighLevel:
   • Return to GoHighLevel and paste the copied webhook URL into the URL field of your webhook action.
2. Test the Trigger:
   • Go back to Zapier and test the trigger to verify that the connection with the form is set up correctly.

Step 5: Configure the Action (Callin.io)

1. Action: Set up the action with Callin.io.

• Action App: Select Callin.io.

When you connect Callin.io, a window will appear asking you to enter your email and Callin.io API key (you can copy this information from your Callin.io dashboard, in the profile section).

• Connect Account: Connect your Callin.io account to Zapier.
• Action Event: Select the event that will trigger a call: “Activate Task”.

1. Set Up the Action:

• Phone Number: Map: name and phone number field from the connected form.
• IMPORTANT: Enter the exact name of the task created in the Callin.io dashboard in the “task name” field.

Test the Action: Run a test to ensure Callin.io receives the data correctly and can initiate a call.

5. Turn On the Zap

• Once everything is set up and tested successfully, turn on the Zap.

---