App Connector · CRM & support
GoHighLevel
Keep up with messages, appointments, and sales from chat.
Manage contacts, conversations, appointments, sales opportunities, and payments for one GoHighLevel sub-account.
What you can do
A connector lets the assistant use an app or tool for you. Once connected, ask it to work with GoHighLevel.
Keep the contact list current
Find, add, and update contacts, and tag them as they move.
Answer people
Read conversations and send an SMS or email into the same thread.
See the calendar
List the appointments booked in a window, with the provider and the status.
Move the pipeline
Search opportunities and move one to its next stage, and read the payments taken.
Things you can ask
Type these in chat once the connector is on.
What you need
Connect one GoHighLevel sub-account at a time. Create a private connection inside that sub-account, then copy its key and the sub-account identifier into Plexon.
Setup details
Open the sub-account you want to connect, go to Settings then Private Integrations, create one with the scopes you need, and paste the token. Add the sub-account id from the address bar, after /location/.
Plexon encrypts saved passwords and connection keys on your computer.
When a task uses an online app, that app receives the request. Its results may also be sent to the AI service handling your chat. You can turn the connector on for one workspace and leave it off for another.
Once GoHighLevel is on
A connected app is a source. These are the parts of Plexon that draw on it.
- AI Chat & Modes
Turn one on with your own account and the assistant works inside that app.
- Dynamic Workflows
An inbound message or a poll on a connected app starts a run.
A Tool step calls a connector directly, spending zero AI tokens.
- Dashboards
A widget's data can come from a connector tool call, refreshed on a timer.
- Action Record & Tool Rules
A call to a connected app is written down before it runs and again when it ends, with the app named on the row.
More in CRM & support
Connectors stack: turn on several and the assistant moves work between them.
SalesforceFind sales opportunities, update customer records, and check which leads need a follow-up.
HubSpotManage contacts, companies, deals, and tickets.
TwentyManage companies, contacts, deals, notes, and tasks in your Twenty customer records.
ZendeskSearch, create, and update support tickets.
IntercomSearch conversations and contacts.
MailchimpManage audiences, campaigns, and email automations.Connect GoHighLevel to Plexon
Install Plexon, open Apps, and follow the setup steps for GoHighLevel. Then describe what you want to do in chat.