Sending Lead Data to GHL

✅ Goal:

Send lead data (e.g., name, email, phone) from Agent Supply (via an Agent or Form) to GoHighLevel (GHL), so it appears as a Contact or triggers a Workflow in GHL.

---

🔧 Step-by-Step: Send Lead Data from Agent Supply to GoHighLevel

---

Step 1: Prepare Your GoHighLevel Webhook URL

1. Log in to your GoHighLevel account.

2. Navigate to:

   • Settings > Company Settings > API Keys → Copy your API key.

3. To trigger a workflow via webhook:

   • Go to Workflows.

   • Click + Create Workflow → choose Start from Scratch.

   • Add a Webhook Trigger.

   • Copy the Webhook URL generated — you'll need this in Agent Supply.

---

Step 2: Go to Your Agent in Agent Supply

1. In Agent Supply, open the Agent (bot) where you’re capturing leads.

2. Insert a "Send Webhook" action after the data is collected (e.g., after a form or dialogue).

3. Paste the GoHighLevel Webhook URL into the webhook step.

---

Step 3: Format the Payload Correctly for GHL

Use this JSON structure in the webhook action:

jsonCopiarEditar{
  "firstName": "{{lead.firstName}}",
  "lastName": "{{lead.lastName}}",
  "email": "{{lead.email}}",
  "phone": "{{lead.phone}}",
  "source": "AgentSupplyBot",
  "customField": "value"
}

Replace variables with the fields your Agent Supply agent collects.

---

Step 4: Test the Webhook from Agent Supply

1. In Agent Supply, use the “Test Webhook” feature with sample data.

2. Go to GoHighLevel:

   • Check Contacts to confirm receipt of the lead.

   • If you’re triggering a workflow, go to Workflow → History to see if the trigger fired.

---

Step 5: Optional – Use the GHL API for Direct Integration

If you want to skip the GHL webhook trigger and directly create a contact, use an API call in Agent Supply:

Endpoint:

bashCopiarEditarhttps://rest.gohighlevel.com/v1/contacts/

Headers:

jsonCopiarEditar{
  "Authorization": "Bearer YOUR_API_KEY",
  "Content-Type": "application/json"
}

Body:

jsonCopiarEditar{
  "firstName": "John",
  "lastName": "Doe",
  "email": "[email protected]",
  "phone": "[phone]",
  "locationId": "YOUR_LOCATION_ID",
  "customField": "value"
}

In Agent Supply:

• Use the API Call block.

• Set method to POST, enter the URL, headers, and body.

• Make sure your data variables (e.g., {{lead.email}}) are correctly mapped.

---

🧠 Pro Tips

• Use Test Mode in GoHighLevel to verify the trigger and payload.

• Validate emails and phone numbers in Agent Supply before sending.

• Use custom fields in GHL to capture additional info like UTM tags, lead source, etc.

• You can chain multiple actions in Agent Supply: e.g., save to Airtable + send to GHL.