GoHighLevel

How to add Ratebutter to a GoHighLevel workflow. You can read it before you sign up.

  1. Create custom fields in GHL

    Create single line text fields for the quote status, the reason, and each price you want to use. For dental: quote_status, quote_reason, dental_quote_1000 through dental_quote_5000.

  2. Start a workflow

    Use the Customer Replied trigger, filtered to the leads you asked for their details, for example by tag. Allow re-entry, because GHL skips a contact who texts again while still in the workflow.

  3. Add a Custom Webhook step

    • Method: POST
    • URL: the endpoint for your product, listed below
    • Header: x-api-key with your key
    • Content type: application/json
    • Raw body: the text below, exactly as shown. GHL fills in the merge tags when the workflow runs.
    • Check "Save response from this Webhook"
    {"message":"{{message.body}}","zip":"{{contact.postal_code}}","state":"{{contact.state}}"}

    This body covers dental. A product that needs more details adds those fields. Its product page lists what it needs.

    United National Life Dental Shield 2.0

    https://ratebutter.com/api/quote/unl-dental

  4. Click Test

    You should see status "sample" with example prices. This step is required: GHL only lets you map response fields after a successful test.

    {
  "status": "sample",
  "product": "unl-dental",
  "age": 65,
  "state": "AL",
  "sheet": "UNT852",
  "p1000": "39.35",
  "p2000": "50.48",
  "p3000": "55.07",
  "p4000": "58.99",
  "p5000": "62.75"
}

  5. Add Update Contact Field

    Map status to quote_status, reason to quote_reason, and each price key to its field.

  6. Add If/Else on quote_status equals quoted

    • Yes: Send SMS with your own wording and the price fields.
    • No: send yourself an internal notification with quote_reason, and follow up by hand.

  7. Publish