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Connect GoHighLevel (GHL) with RevDesk to trigger instant AI phone calls when leads submit forms. A GHL form submission fires a workflow webhook, and RevDesk calls the lead within seconds — perfect for speed-to-lead from paid ads.

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What it does

  • Instant AI callbacks — GHL form fill triggers an AI call to the lead within seconds
  • Dynamic personalization — Contact name, email, and custom fields are passed to the AI agent for natural conversations
  • Booking integration — AI can book meetings directly on the call
  • Voicemail handling — Leave a personalized voicemail if the lead doesn’t pick up
  • Full call logging — Every call is logged with transcript, recording, duration, and outcome

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Requirements

  • RevDesk Essentials plan or higher
  • GoHighLevel account with workflow access
  • An outbound phone number configured in RevDesk
  • An AI agent configured in RevDesk

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Setup

1

Create a Form-to-Call workflow in RevDesk

Go to Workflows → Create New → Form to Call and select GoHighLevel Workflow as the trigger source.
2

Configure your AI agent

Set up the AI agent that will handle the calls:
  • Greeting — The first thing the AI says (use {{customer_name}} for personalization)
  • Role & goals — What the AI should accomplish on the call
  • Booking — Optionally enable booking to let the AI schedule meetings
  • Voicemail — Set a fallback message if the lead doesn’t answer
3

Copy webhook credentials

After saving the workflow, copy the webhook URL and Bearer token from the workflow settings. You’ll need these for the GHL webhook action.
4

Create a GHL workflow

In GoHighLevel, go to Automations → Create Workflow. Set the trigger to Form Submitted and select your ad landing page form.
5

Add a Custom Webhook action

Add a Custom Webhook action to the workflow with the following configuration:
  • Method: POST
  • URL: Paste the RevDesk webhook URL
  • Authentication: Bearer Token → paste your RevDesk token
  • Headers: Content-Type: application/json
  • Body:
{
  "phone": "{{contact.phone}}",
  "name": "{{contact.first_name}}",
  "email": "{{contact.email}}"
}
6

Test the integration

Before going live, submit a test form with your own phone number. You should receive an AI call within seconds. Check the RevDesk workflow logs to confirm the call was triggered.
Add "_test": true to the webhook body during testing. This flags the call as a test in RevDesk logs without affecting your analytics.
7

Activate

Once testing is successful, publish the GHL workflow and activate your RevDesk workflow. New form submissions will trigger AI calls automatically.

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GHL payload format

The webhook body should include these fields:
FieldGHL VariableRequiredDescription
phone{{contact.phone}}YesLead’s phone number (E.164 format preferred)
name{{contact.first_name}}NoLead’s name — used for {{customer_name}} in the AI greeting
email{{contact.email}}NoLead’s email — logged with the call

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Full payload example

{
  "phone": "{{contact.phone}}",
  "name": "{{contact.first_name}}",
  "email": "{{contact.email}}"
}

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Custom fields

Pass additional GHL contact fields or custom values to the AI agent using the customData object: 
{
  "phone": "{{contact.phone}}",
  "name": "{{contact.first_name}}",
  "email": "{{contact.email}}",
  "customData": {
    "company": "{{contact.company_name}}",
    "ad_source": "google_ads",
    "campaign": "{{contact.tags}}"
  }
}
Custom data values are available as template variables in your AI agent’s prompt. For example, {{company}} would be replaced with the contact’s company name.

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Use cases

  • Speed-to-lead from ads — Facebook/Google ad → GHL form → AI calls lead in under 30 seconds
  • Demo-in-action — The AI call itself demonstrates your product (great for selling AI phone solutions)
  • Lead qualification — AI qualifies the lead on the call before routing to a sales rep
  • Appointment booking — AI books a meeting directly on the call, synced to your calendar
  • After-hours follow-up — GHL captures the lead, RevDesk calls back during business hours

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Troubleshooting

  • Verify the webhook URL is correct in your GHL workflow action
  • Check that the RevDesk workflow is active (not paused or draft)
  • Ensure the phone field is present in the webhook body — calls cannot be placed without a phone number
  • Check the GHL workflow execution log for HTTP errors
  • Verify the Bearer token matches exactly — copy it again from RevDesk
  • Make sure you’re using “Bearer Token” authentication, not Basic or API Key
  • Check that the token hasn’t been regenerated since you copied it
  • Ensure the name field is included in your webhook payload
  • Check that you’re using the correct GHL variable syntax: {{contact.first_name}}
  • If using custom fields, make sure they’re inside the customData object
  • The lead’s phone may have sent the call to voicemail — this is normal behavior
  • If voicemail is enabled in your workflow, the AI will leave a message
  • Try calling during business hours when leads are more likely to answer
  • Use E.164 format when possible (e.g., +14155551234)
  • GHL’s {{contact.phone}} usually includes the country code
  • If calls fail with “invalid number”, check the format in your GHL contact record

Set up GoHighLevel integration

Create your Form-to-Call workflow now

Form-to-Call overview

Learn more about form-triggered AI calls