Send WhatsApp Leads to GoHighLevel Opportunities
This recipe puts every chat lead into GoHighLevel as a tagged contact and a pipeline opportunity, so your follow-up workflows start on their own. Part of connecting GoHighLevel to WhatsApp and AI chat.
What happens today
Leads reply to ads and posts on WhatsApp and Instagram. Someone copies the details into GoHighLevel when they can, and the tags that start your follow-up workflows are often missed. Leads who never get tagged never get followed up.
The flow that works
- AeroChat answers the lead’s question first.
- It asks for their name and phone number or email.
- It finds or creates the contact in GoHighLevel.
- It adds the tags your workflows listen for.
- It opens an opportunity in your pipeline and adds a note of the conversation.
The recipe
Copy this into AeroChat
When someone asks about our services, answer their question first from our knowledge base. Then follow these steps.
- If we do not have their name and email, ask: “Can I take your name and email so we can send you the details?”
- Find their contact in GoHighLevel by phone number, then by email. If there is none, create one with their name, phone, email and the channel they used as the source.
- Add the tag chat-lead and a tag for the service they asked about, such as facial-enquiry (example tags).
- If they have no open opportunity, create one in the New Lead stage of our Sales pipeline (example) with the service name as the title.
- Add a note to the contact with a two-line summary of what they asked about.
- If they want to book now, offer free slots from our booking calendar and book the one they pick.
Do not create a second open opportunity for the same contact. Do not ask for their email more than once. Reply in the customer’s language.
Change the tags, pipeline and stage to the ones your GoHighLevel workflows use before you paste it.
What to connect
- GoHighLevel. An admin creates a Private Integration in the sub-account with access to contacts and opportunities, plus calendars if the recipe books. Paste the token and location ID in when AeroChat asks.
- Your knowledge base. Upload your services and offers to AeroChat so it can answer before it asks for details.
After you paste the recipe, AeroChat builds the workflow as a draft and shows a checklist: connect GoHighLevel, add your knowledge base if the recipe uses one, then switch it on. If it built the connection from GoHighLevel’s public documentation, the checklist asks you to check it once against the current docs.
Using a different system? If it has a public API, it connects to AeroChat the same way: describe what you want, paste in its key, and it runs.
Can’t find your tool? Message us in the chat on this page and we’ll tell you how it connects.
What you still decide
- Which tags AeroChat adds, and which workflows they start.
- Which pipeline and stage new opportunities go into.
- Whether it offers to book in the same chat.
The result to expect
Every chat lead is in GoHighLevel with the right tags and an opportunity, so the follow-up you built there runs for chat leads too.
Measure it with your own numbers: contacts created from chat, and chat opportunities that reach a booked stage, for a month before and after.
Next: send chat leads into your GoHighLevel pipeline.
Works on every chat channel
This workflow runs the same way on WhatsApp, Instagram, Facebook Messenger, TikTok, Telegram, the chat on your website and email, with the same GoHighLevel connection behind it. See what each channel does on the GoHighLevel integration page.
Send your first chat lead to GoHighLevel
Paste the recipe, add your GoHighLevel token, and leave your own details in the chat.
Start your 7-day free trial. No credit card needed.
On Shopify? Install AeroChat from the Shopify App Store.