Download the setup guide (PDF)
The same workflow steps as a printable PDF with screenshots.
Before you start
- Your organization API key
- A GoHighLevel Private Integration Token with the
users.readonlyscope. You can reuse the token from the CRM setup.
Step 1: Connect in Sales Ask
- Go to Settings → Integrations and open GoHighLevel Dialer.
- Paste the Private Integration Token and click Save.
Step 2: Create the inbound workflow
- In GoHighLevel, create a new workflow named
Sales Ask Inbound Webhook. - Set the trigger to Call Status Updated with Call Direction set to Incoming.
- Add a Wait action, then a Webhook action.

The inbound workflow: trigger, Wait, then Webhook.
Step 3: Set the wait
Set the Wait action to 1 minute.Step 4: Configure the webhook
-
Set Method to
POST. -
Set URL to:
-
Under Custom Data, add these keys:

Webhook method, URL, and custom data for the inbound workflow.
Step 5: Add authorization
-
Under Headers, add:
Replace
YOUR_API_KEYwith your organization API key. Keep the wordBearerand the space after it. - Click Save action, then Publish the workflow.

The Authorization header on the webhook action.
Step 6: Duplicate the workflow for outbound calls
- Go back to the Automations list.
- Duplicate
Sales Ask Inbound Webhook. - Rename the copy to
Sales Ask Outbound Webhook.
Step 7: Change the copy to outbound
Change only these three settings:
Keep the 1-minute Wait, the URL, the other custom data, and the Authorization header unchanged. Then Save and Publish the outbound workflow.
When you’re done, both workflows show as Published:

How calls are matched to reps
Sales Ask files each call under the rep whose Sales Ask email matches the GoHighLevel user on the call. If no email is found, it matches the rep’s line (phone) against the phone number on each rep’s Sales Ask profile.
Calls with no recording, such as missed calls and voicemails, are skipped.
