How to Connect HighLevel to Smith.ai for Outbound Calls

Tim Fischer Updated by Tim Fischer

Before you get started: We have numerous ways to connect to HighLevel.

  • If you want to pass Smith.ai call summaries into HighLevel, use our native integration.
  • If you want Smith.ai virtual receptionists to use your HighLevel Calendar to book appointments, use our HighLevel Calendar guide.
  • If you would like HighLevel to send contacts to Smith.ai Outreach Campaigns, use our HighLevel Outreach Campaign guide.
  • If you would like HighLevel to send contacts to your Smith.ai account for outbound calls, continue reading...

This guide will walk you through how to connect HighLevel (sometimes referred to as GoHighLevel or GHL) to a Smith.ai account to request outbound calls.

In doing so, leads generated through your HighLevel account can be sent directly to the Smith.ai team for an outbound call.

Prerequisites

To connect HighLevel to Smith.ai, you will need:

Request an outbound call from HighLevel

  1. Go into your HighLevel account, and click on "Automation" in the left-hand menu.
  2. In the upper right corner, click on "+ Create Workflow."
  3. Under "Start from Scratch," select Continue.
  4. Name your workflow. An example might be "Connect to Smith.ai."
  5. Set your HighLevel trigger. You can set this to whatever best suits your business needs.
    1. One common use case is "Opportunity Status Changed."
      1. Search "Opportunity Status Change."
      2. Click add filters.
      3. Under the filter, click "Moved to status."
      4. Select the status type that you want to initiate a Smith.ai outbound call. An example is "old."
      5. Select "save" trigger.
  6. After you've set up your trigger, click the + button to add your first action.
  7. For action, select "Custom Webhook." (at the time of writing, there's a gold crown icon next to this option)
    1. Name your Webhook and use the image above or the written instructions below to configure your Webhook.
    2. Ensure your Method is POST.
    3. Insert the POST URL: https://app.smith.ai/api/vr/v1/outbound/.
    4. Under Authorization, choose "API Key"
      1. Under Key (API KEY), insert the value "token"
      2. Under VALUE (API KEY), insert your API key. ​Here are instructions to find your API key.
      3. Choose the "PASS BY QUERY PARAMETERS (API KEY)" radio option.
    5. Click on + button for "Headers"
      1. Insert "Type" as your Key.
      2. Under Value, insert "application/json"
    6. For "CONTENT-TYPE", choose the drop down option called "application/x-www-form-urlencoded"
      1. For "BODY (KEY AND VALUE)", complete each data set. The required fields are indicated below.
        1. Add "first_name", and set a default value of "{{contact.first_name}}"
        2. Add "last_name", and set a default value of "{{contact.last_name}}"
        3. Add "email", and set a default value of "{{contact.email}}"
        4. Add "callback_number", and set a default value of "{{contact.phone}}"
        5. Add "reason", and set a default value of: "2"
          1. See our API documentation for a full list of the available options for "reason".
        6. Add "availability", and set a default value of: "2"
          1. See our API documentation for a full list of the available options for "availability".
        7. Add "action_required", and set a default value of "Follow the outbound call instructions."
        8. Add "action_fallback", and set a default value of "Follow the outbound call instructions."
    7. Ensure the "Save response from this Webhook" option is enabled.
  8. Before GHL will allow you to save, you must select a contact and send a test request at the bottom of the page.
  9. Select "Save Action."
  10. In the upper right corner, select "Save" on the workflow to publish.

Additional Resources:

Questions? Contact us!

If you're already a Smith.ai client and need help, please email us at support@smith.ai or call us at (650) 727-6484 for assistance.

If you're not yet a Smith.ai client, please schedule a free consultation to get started or email us at sales@smith.ai. We'll help you select the best plan to match your business’s growth goals and budget.

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