Connecting Go High Level with Five9

Connecting Go High Level with Five9: Quick Steps Guide

By Aslam Manzoor

Looking to integrate GoHighLevel with Five9 to streamline your call center operations?

 You’re in the right place! Connecting these platforms allows you to manage leads, automate follow-ups, and track customer interactions in one place. This guide will walk you through the setup process step by step so you can start optimizing your workflow today.

 Bonus: Get a 14-day free trial and a free consultation to set up your system hassle-free!

Book Free Consultation Call

Why Integrate GoHighLevel with Five9?

Syncing GHL with Five9 creates a powerful call management system, ensuring your sales team stays efficient. Benefits include:

  • Automated lead distribution to agents
  • Real-time call tracking and reporting
  • Improved customer engagement through call follow-ups
  • Increased sales conversions with better call data management

Step-by-Step Guide to Connecting Go High Level with Five9

Set Up Your Five9 Account

  • Log in to your Five9 admin panel.
  • Go to Admin > CRM Integration.
  • Choose API Access and generate API credentials.
  • Copy your API Key and Secret Key for later use.

Pro Tip

Ensure you have admin access to configure API settings.

Configure API in HighLevel

  • Log in to your GoHighLevel account.
  • Navigate to Settings > API Keys.
  • Click Add New API Key.
  • Paste your Five9 API Key and Secret Key.
  • Save the settings.

Pro Tip

Test the connection before moving forward!

Sync Contacts and Calls

  • Go to GoHighLevel CRM.
  • Select Integrations > Five9.
  • Enable Automatic Contact Sync.
  • Map GoHighLevel fields to Five9 contact fields.
  • Save changes.

Pro Tip

Use tags to segment leads for better call management!

Set Up Call Automation

  • In Go High Level, go to Workflows.
  • Create a new workflow for incoming and outgoing calls.
  • Add a trigger for Five9 call events.
  • Assign calls to the right agents based on CRM data.
  • Save and activate the workflow.

Pro Tip

Automate follow-ups for missed calls using SMS or email sequences!

Testing the Integration

Once everything is set up, do a test call to ensure:

  • Contact data syncs correctly
  •  Calls are routed to the right agents
  • Automation triggers are working

If you face issues, check API keys, workflow settings, and permissions.

Final Thoughts

Integrating GoHighLevel with Five9 can supercharge your call center operations, making lead management and customer interactions smoother than ever. Follow this guide to set up your integration, and start maximizing efficiency today!

Ready to optimize your system? Get a 14-day free trial and a free consultation to ensure a smooth setup!

Aslam Manzoor

Aslam Manzoor, founder of LeadsFlex, helps businesses unlock their full potential with expert GoHighLevel solutions. Specializing in AI chatbots, advanced automations, custom funnels, and website design, Aslam delivers powerful tools to streamline processes and boost growth. Ready to scale? Explore our tailored GoHighLevel services and transform your business today!

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