HighLevel integration
SmartBot360 makes it easy to have bots create HighLevel contacts. Here are the steps.
Step 1
Go to this page and add the “SmartBot360 Integration” (If the link doesn’t work, please search for the integration here). After adding the integration and selecting your HighLevel location, you will be redirected to a page, with the url containing a code parameter like so:
https://marketplace.gohighlevel.com/integration/617a7d98d4ff8740c509da30?code=f06734fb5eaf2d0b024cbf1ffa678ff254f53859.
For this particular url, the code is: f06734fb5eaf2d0b024cbf1ffa678ff254f53859. Copy your code for Step 2.
Step 2
Go to your SmartBot360 account, then in SETTINGS > Integrations > HighLevel, and enter your code from Step 1. If successful, the field will read: “Setup completed. You may begin using the integration in BotBuilder.”
Step 3
Go to CHATBOTS to create a Flow Diagram bot. The bot should collect some information about the end user (at least one of these fields is necessary: first name, last name, phone, email) and then create the case. You can use the User Profile box to collect user profile information as shown below.
Then, add a HighLevel box as shown below. Note that the four variables (user_email, user_fname, user_lname, user_phone) were collected in the first four boxes of the diagram. When the bot execution reaches the HighLevel box, SmartBot360 will create a HighLevel contact for the user specified in the four fields, with the whole conversation up to that box as a note attached to that contact.
You can also set a field in the newly created HighLevel contact to a specific value. For example, you can set the “source” field to value “SmartBot360” by filling the textboxes under “Save Value in HighLevel Field” in the left panel of the HighLevel box. Note that valid fields are currently: name, address1, city, state, postalCode, website, timezone, source, and companyName (all case-sensitive).
Instead of setting the field to a specific value, you can also save all user flags (see help on how to assign flags to users in a flow diagram) in this field, separated by semicolon. For example, if the user has flags “flag1” and “flag2” then the HighLevel field will be set to “flag1;flag2”.
Also note that to allow creating duplicate contacts for HighLevel, you must allow it in your HighLevel account settings. More information here.
Note that if a contact already exists for the HighLevel account, the contact will be updated with the new info. Additionally, when updating a contact, the flow will always take the success case.
Limitation: If multiple boxes of this integration are present in a chatbot diagram, they all share the same fields, that is, editing one box updates the fields of the others.