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CRM | GoHighLevel Integration

How to connect GoHighLevel so every call Rosie answers is logged on the right contact automatically.

A customer calls, Rosie answers, and you get the details by text or email — but GoHighLevel has no idea the call happened. If GHL is where you keep track of your customers, that's a gap you end up filling in by hand, or not at all.

Connect GoHighLevel to Rosie and every call logs itself. Rosie recognizes callers who are already in your contacts, creates a contact for first-time callers, and adds each call to the right record. Texts and website chats get logged too.

Setup takes about a minute, it's included on every Rosie plan, and it works on every GoHighLevel plan.


How It Works

  1. Connect GoHighLevel from the Integrations page in Rosie.

  2. When a call ends, Rosie looks the caller up in GoHighLevel by phone number.

  3. If they're already a contact, the call is added to their record. If they're new, Rosie creates the contact first.

  4. The call shows up on the contact's record two ways: as a call in their activity, and as a note with the full summary and a link back to the call details in Rosie.

That's it. There's nothing to configure in GoHighLevel and nothing new to teach Rosie.


Connecting GoHighLevel

Heads up: connect from the sub-account (location) your business runs in — that's where Rosie will log calls and contacts.

  1. In Rosie, go to Integrations and select GoHighLevel.

  2. Select Connect. You'll be redirected to GoHighLevel to give Rosie permission to view and create contacts and log calls.

  3. Log in and choose the sub-account you want to connect.

  4. Approve the permissions. Once connected, Rosie starts logging new calls right away.


What Gets Logged

Calls — every call Rosie answers is logged on the contact in GoHighLevel: a call in their activity, plus a note with the summary of the conversation and a link to the full details in your Rosie dashboard. (GHL call entries can't hold a written summary, so the note carries the details.)

Texts and website chats — each conversation gets logged as a note on the contact. If the conversation keeps going, the note updates in place, so you get one clean note per conversation instead of a pile of fragments.

New callers — first-time callers become new GoHighLevel contacts automatically, with their name and phone number filled in — and Rosie is stamped as the contact source, so you always know where they came from. If a caller doesn't share their name, you still get the contact — it just shows their phone number, and Rosie adds the name if they give it on a later call.

Existing contacts — Rosie matches by phone number, so there are no duplicates. If a contact is missing a name, Rosie fills it in; she never overwrites information you already have.


Disconnecting

You can disconnect anytime from the Integrations page — open GoHighLevel and select Disconnect. Rosie stops logging immediately. Everything she's already added to GoHighLevel stays right where it is.


FAQs

Which GoHighLevel plan do I need?
Any plan works.

I manage more than one sub-account. Which one should I connect?
Connect the sub-account for the business Rosie answers calls for. Each Rosie account connects to one sub-account — if you need to switch, disconnect and reconnect with the other one.

What happens if the caller is already in my GoHighLevel?
Rosie finds them by phone number and adds the call to their existing record — no duplicate contacts.

Can Rosie book appointments in GoHighLevel?
No — this integration logs calls, texts, chats, and contacts. Appointment booking works through your connected calendar, same as always.

Can I connect more than one CRM?
One CRM per Rosie account. If you switch CRMs, disconnect the old one first.

Does this cost extra?
No. CRM integrations are included on every Rosie plan.


Need Help?

If you have questions or run into any trouble connecting GoHighLevel, reach out at support@heyrosie.com or through the support chat in your Rosie admin — we're happy to help.

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