This is a step by step guide to connect your GoHighLevel sub-accounts to ClientView via Webhook automations.
Import the ClientView Snapshot
Click this link:
Click 'Yes! Import Now'
Make the Snapshot Editable
If you already have a global snapshot sub-account for all your sub-accounts use your Global Snapshot rather than creating a new one.
GoHighLevel does not allow imported snapshots to be edited. So we need to create a new sub-account 'Global Snapshot' and push the imported snapshot to it.
Go to Sub-Accounts
Create Sub-Account
Select the imported snapshot
Click Create Account Manually
Name the account 'Global Snapshot'
You can fill the rest of the required fields with placeholder input.
Now you can customize the snapshot in your new Global Snapshot.
Add your ClientView webhooks to your snapshot
In GoHighLevel, a snapshot is a sub-account with settings. In our case automation settings.
We'll guide you through editing your sub-account and turning it into a snapshot - so you can push it to all your other accounts.
Go to your 'Global Snapshot' sub-account.
Click Automations in the navigation.
Open ClientView Webhooks folder.
Open ClientView webhooks in a new tab - https://www.useclientview.com/app/all-categories/settings/webhooks.
We'll now begin adding the webhooks.
Leads webhook
In your GoHighLevel tab, open ClientView Webhooks - Leads Workflow.
Note: The ClientView Snapshot is setup with the most universal automation triggers possible.
If the trigger does not match your GoHighLevel workflow please change it. It will not break your ClientView metrics.
For each webhook setup you'll see 'Verify trigger matches your workflow' to make sure it doesn't go missed.
Click Webhook.
Go back to your ClientView tab and copy the Leads webhook url.
Go back to the GoHighLevel tab.
Paste the copied url into the url input (paste over the existing example).
Verify trigger matches your workflow.
Save action.
Save the automation.
Leads setup done ✅
Booked call webhook
Go back to Automations.
Open ClientView Webhooks - Booked Call Workflow.
Go back to your ClientView tab and copy the Booked Call webhook url.
Go back to the GoHighLevel tab.
Click Webhook
Paste the copied url into the url tab (paste over the existing example).
Save Action.
Verify trigger matches your workflow.
Save the automation.
Booked Call setup done ✅
Show webhook
Go back to automations.
Open ClientView Webhooks - Show Workflow.
Go back to your ClientView tab and copy the Show webhook url.
Go back to the GoHighLevel tab.
Click Webhook.
Paste the copied url into the url tab (paste over the existing example).
Save Action.
Verify trigger matches your workflow.
Save the automation.
Show setup done ✅
No Show webhook
Go back to automations.
Open ClientView Webhooks - No Show Workflow.
Go back to your ClientView tab and copy the No Show webhook url.
Go back to the GoHighLevel tab.
Click Webhook.
Paste the copied url into the url tab (paste over the existing example).
Save Action.
Verify trigger matches your workflow.
Save the automation.
No Show setup done ✅
Sold webhook
The sold automation trigger generally needs custom setup.
GoHighLevel users typically manage sales using pipelines.
The trigger is 'Pipeline stage changed'.
And the filters are:
In Pipeline: <your-pipeline>
Pipeline stage is: <your-sold-pipeline-stage>
Go back to automations.
Open ClientView Webhooks - Sold Workflow.
Go back to your ClientView tab and copy the Sold webhook url.
Go back to the GoHighLevel tab.
Click Webhook.
Paste the copied url into the url tab (paste over the existing example).
Save Action.
Verify trigger matches your workflow.
Save the automation.
Sold setup done ✅
Create your Global snapshot
We've finished setting up your 'Global Snapshot' sub-account 🥳
Now let's turn the 'Global Snapshot' sub-account into a Snapshot.
Navigate to Account Snapshots - https://app.gohighlevel.com/snapshots/own
Click 'Create New Snapshot'
Snapshot Name: "Global Snapshot"
Sub-Account "Global Snapshot"
Or whatever you named the sub-account when we created it earlier
Click next
Scroll down to workflows and make sure the ClientView Webhooks folder and Automations are there.
Click Create.
Your snapshot has been created ✅
You may have to refresh the page to see the snapshot
Push your internal snapshot to sub-accounts
We have not found a way to bulk load a snapshot to many GoHighLevel sub-accounts at once.
If you know of a way we're happy to update this guide and compensate you. Please click the button in the bottom right of you screen to let us know!
Go to all your sub accounts - https://app.gohighlevel.com/accounts/
For each sub-account:
Click into the sub-account
In top right click actions
Click load snapshot
A popup will open.
Select Own - Global Snapshot
Click Proceed
Step 2
Select skip for all assets besides workflow
Leave select all for workflow
Click Proceed
Step 3
There should be no conflicts.
If no conflicts click Proceed
Step 4
Select okay
For the first account go to it and visit automations to verify.
Verify ClientView Webhooks folder exists
Click into the folder and verify workflows were created
Click into the ClientView Webhooks - Booked Call Workflow to verify
Click Webhook & verify the url starts with
https://useclientview.com
If this is the case your good to repeat for the rest of your sub-accounts.
DONE! Your GoHighLevel webhooks are setup 🥳
See the section below to make sure this applies to all future clients you create.
Creating new sub-accounts after setup
Click Add Sub-Account
My Snapshots
Select Global Snapshot
Create Sub-Account normally.
Done ✅