The GHL (GoHighLevel) Custom Field Update integration lets you automatically update contact details in your GHL CRM from Call Loop. This helps keep your CRM data up to date with campaign activity, such as adding tags to contacts or recording specific actions.
Why Use the GHL Custom Field Update
This integration is designed to keep your CRM data accurate and up to date without manual exports or third-party tools.
Typical use cases include:
Lead Nurturing: Update lead status or stage after a text message reply.
Tracking Purchases: Mark contacts with a product name or subscription level.
Behavior-Based Messaging: Move leads to a new workflow when a field is updated.
Re-Engagement Campaigns: Trigger follow-ups when a contact’s field value changes.
Prerequisites
Before you set up the integration, make sure you have:
Requirement | Description |
Active Call Loop Account | Ensure you have Call Loop 2.0 access and available credits. |
GHL Account with API Access | You’ll need an admin-level account to connect Call Loop. |
At Least One Custom Field in GHL (Optional) | Create any custom fields you plan to update (e.g., “Lead Stage,” “Purchase Status”). |
Step 1: Connect GHL to Call Loop
Log in to your Call Loop account.
Navigate to Integrations > GHL.
Click Connect Integration.
When prompted, log in to your GHL account and approve the connection.
Confirm that the integration status shows as Connected in Call Loop.
Step 2: Set Up a Custom Field Update Action
Go to Automations > Create Automation in Call Loop.
Choose GHL Custom Field Update as the action.
Select the GHL location you want to connect to.
Create or select the Custom Field in Call Loop that you want to use for the update.
Pick the corresponding Custom Field in GHL that you want to update.
Choose how you want to set the value:
Static Value: Enter a fixed value (e.g., “Engaged” or “Trial”).
Dynamic Value: Pull from a variable in Call Loop (e.g., a purchase ID or date).
Save your changes.
Step 3: Map the Custom Field in Your Campaign
Once the action is set up, assign it to the desired campaign or trigger:
In Call Loop, open the Campaign you want to use.
Add a new step or edit an existing step.
Choose Action > GHL Custom Field Update.
Select the previously configured action.
Save and activate your campaign.
Step 4: Test the Integration
It’s important to verify that your setup works before going live.
In Call Loop, go to the campaign and click Send Test (or trigger the event manually).
Check the corresponding contact in GHL.
Confirm that the selected custom field was updated with the expected value.
Currently, monetary values from GHL need to be mapped to a text field in Call Loop, as decimal points aren’t yet treated as numerical values, and symbols like the dollar sign won’t be recognized. However, new field types are planned for release in the near future, which will make handling monetary data more seamless.
Best Practices
Best Practice | Benefit |
Use Consistent Field Names | Avoid confusion by matching field names in GHL and Call Loop. |
Start Simple | Begin with one or two fields before scaling up. |
Test with a Dummy Contact | Prevent accidental updates to live data during setup. |
Use Dynamic Values for Flexibility | Capture event-specific details without editing campaigns each time. |
Monitor Logs | Quickly identify and fix failed updates. |
Common Use Cases
Scenario | How to Configure |
Tagging Leads Based on Response | Update a field like “Lead Stage” after they reply to a message. |
Tracking Webinar Attendance | Change a field to “Attended” after sending a confirmation link. |
Recording Purchase Status | Update a field like “Plan Type” after a successful payment event. |
Moving Leads Between Pipelines | Update a custom field to trigger a workflow in GHL. |
Troubleshooting
Problem | Possible Cause | Solution |
Field not updating | Wrong field selected or incorrect mapping | Verify the mapping and ensure the field exists in GHL. |
Test contact not updating | Action not assigned to the right campaign or step | Check campaign steps and triggers. |
Errors in logs | API access revoked or incorrect permissions | Re-authenticate the GHL integration. |
Updates delayed | Network/API throttling | Retry or wait a few minutes; check GHL’s API limits. |
Summary
The GHL Custom Field Update integration helps you keep CRM data synchronized with your Call Loop campaigns.
By setting it up correctly and following best practices, you can ensure seamless communication between your marketing workflows and your customer data.