1-Click CRM & AutomationOAuth 2.0 DirectSync SLA: 1-Click OAuth

How to Connect GoHighLevel (HighLevel CRM) with CallCourty AI

1-Click OAuth connect: push callers, transcripts, and tags directly into your HighLevel sub-account.

1-Click OAuth connect: creates or updates contacts, attaches call summaries & audio links, and triggers HighLevel workflows.

No API keys required: click '1-Click Connect with HighLevel' and choose your sub-account location.

Checks if the caller's phone number already exists in HighLevel; creates a new Contact or updates the existing timeline.

Applies custom tags (e.g., 'courty-qualified-bond', 'courty-signed-retainer', 'spanish-caller') to trigger your GHL SMS/email workflows.

OAuth 2.0 Integration & Secure Handshake

Connect CallCourty AI directly to your GoHighLevel (HighLevel CRM) workspace. Click Authorize GoHighLevel (HighLevel CRM) to authenticate in a secure window, then enter your authorized credentials below to enable live two-way synchronization.

Visual Step-by-Step Instructions

GoHighLevel (HighLevel CRM) Setup Walkthrough & Annotated Screens

Your CallCourty Webhook URL:

Click '1-Click Connect with HighLevel'

Launch HighLevel OAuth

No manual API keys needed. Click the 1-Click Connect button on this page to launch the official LeadConnector / HighLevel OAuth window.

Where to click: Select your active location from the dropdown to grant CallCourty AI contact & opportunity access

marketplace.gohighlevel.com/oauth/chooselocation

1-Click OAuth 2.0

GoHighLevel (HighLevel CRM) Configuration View

Step 1 Visual Guide

Portal Navigation

Select Agency

Choose Sub-Account LocationClick

Approve Permissions

1-Click OAuth 2.0

Step 1: Select Your Firm or Bail Agency Sub-Account

Select your active location from the dropdown to grant CallCourty AI contact & opportunity access

Scopes: contacts.write, opportunities.write, conversations.write

Select Default Pipeline & Tags

Once authorized, CallCourty automatically imports your HighLevel Pipelines and Stages so every qualified call lands in the right column.

Where to click: Every completed call adds the 'courty-ai-intake' tag and attaches the 24kHz audio recording URL

CallCourty AI → HighLevel Pipeline Mapping

Zero-Code Setup

GoHighLevel (HighLevel CRM) Configuration View

Step 2 Visual Guide

Portal Navigation

OAuth Connected

Pipeline Stage MapClick

Workflow Trigger Tags

Zero-Code Setup

Step 2: Automatic Tagging & Opportunity Creation

Every completed call adds the 'courty-ai-intake' tag and attaches the 24kHz audio recording URL

Tag: #courty-qualified · Stage: Hot Inbound Lead

Automatic Schema Mapping

How CallCourty AI Maps Call Data into GoHighLevel (HighLevel CRM)

Real-Time JSON Payload

CallCourty AI Intake Variable	GoHighLevel (HighLevel CRM) Target Field
full_name + phone	GHL Contact (Deduplicated by Phone)
ai_summary + transcript	Contact Note & Custom Field
status	Pipeline Opportunity Stage
case_type / jail_facility	Contact Tags & Custom Values