GHL Workflow

This tutorial explains how to integrate Taalk's calling functions into GoHighLevel workflows by setting up a webhook, authorizing API calls, customizing parameters, and testing the workflow for efficient communication and automation.

Purpose and Goals:

The purpose of this tutorial is to demonstrate how to integrate Taalk calling functions into your GoHighLevel (GHL) workflow. The goal is to simplify the process of setting up API calls, authorizing them, and customizing parameters within GHL to streamline communication and workflow automation using Taalk's features.

User Scenarios:

  1. Integrating Taalk with GHL: Users can seamlessly add Taalk's calling functions to their GHL workflow by setting up a customer webhook. This integration allows for automated calls to be triggered directly from GHL, enhancing workflow efficiency.
  2. Setting Up Authorization: To ensure security, users need to include the correct authorization in the header, specifically a bearer token from the Taalk platform. This step is crucial for allowing GHL to communicate with Taalk's API.
  3. Customizing API Calls: Users can add and customize various parameters, such as name, number, address, and email, within the GHL webhook. This customization allows for real-time data integration and streamlines the calling process.
  4. Testing the Workflow: After setting up the webhook and parameters, users can test the workflow within GHL to ensure everything functions as expected. Any adjustments, such as removing errors or unnecessary elements, can be made to optimize performance.

Visuals and Media:

https://www.loom.com/share/149c8ebc5fcc4db29d110579ce77920e?t=0