This tutorial will show you how to sync information between Nedzo and GoHighLevel accounts, specifically pushing call information such as agent name, call length, outcome, transcript, and structured notes to GoHighLevel for further manipulation.
Key Steps:
Ensure GoHighLevel account is connected to the correct Nedzo AI workspace.
In GoHighLevel account, create a new automation flow starting with a trigger "end of call report."
Click on the plus icon and add the "create contact" step to map out at least the phone number for GoHighLevel to understand the contact.
Map out additional fields like first name, last name, and email if needed.
Save the action to push information to GoHighLevel and update contact fields.
Optionally, set up additional actions based on call outcomes using "if-else" statements.
Create branches for different outcomes like appointment booked, not interested, etc.
Add notes using data from the end of call report (call date, time, length, ID, outcome, summary, transcript, agent phone number).
Modify pipeline stages or statuses as needed for further organization.
Cautionary Notes:
Ensure the correct fields are mapped for accurate data transfer.
Test the automation flow to confirm information is being pushed correctly.
Double-check the actions and branches set up to avoid errors in data processing.
Tips for Efficiency:
Use dynamic search to easily locate and select fields from Netzo AI.
Regularly review and update the automation flow to optimize data syncing processes.
Be creative in setting up additional actions to streamline workflow and maximize efficiency.