How to Use HelloSend with GoHighLevel for SMS and WhatsApp Messaging
The HelloSend integration for GoHighLevel helps you communicate with your customers through SMS and WhatsApp directly from your GoHighLevel workflow. By connecting HelloSend with GoHighLevel, you can send one-to-one messages, manage customer conversations, send campaigns, and automate follow-up messages based on customer activities.
With the integration enabled, your team can access GoHighLevel contacts , send direct messages, manage incoming and outgoing conversations from the HelloSend Inbox , and create automated messaging workflows using GoHighLevel Automations . This helps reduce manual communication and keeps customer conversations organized in one place.
Supported Integrations
Supported Channels
Step-by-Step Guide to Connect HelloSend with GoHighLevel
Install HelloSend from the GoHighLevel App Market
To get started, install the HelloSend application from the GoHighLevel App Market .
- Log in to your GoHighLevel account.
- Open the GoHighLevel App Market .
- Search for HelloSend in the App Market.
- Select the HelloSend application.
- Click Add to Site .
- Review the permissions requested by HelloSend.
- Click Agree & Add to complete the installation.
Once the installation is complete, HelloSend will be available under Apps in the GoHighLevel sidebar.
You can open HelloSend from this section whenever you need to access or manage the integration.
Sign In to HelloSend
After installing the application, connect your HelloSend account.
- Open HelloSend from the GoHighLevel sidebar.
- A pop-up will appear with your registered email address pre-filled.
- Click Get OTP to continue.
- A One-Time Password (OTP) will be sent to your registered email address.
- Enter the OTP to verify your account.
- Once verified, your HelloSend account will be connected to GoHighLevel.
Make sure you have access to the registered email address to receive the verification OTP.
Connect Your Messaging Channel
Before sending messages from GoHighLevel, you need to configure a messaging channel in HelloSend.
Depending on your business requirements, you can connect an available:
- SMS channel
- WhatsApp channel
Complete the required channel setup and make sure the sender is active .
Once your channel is connected successfully, you can start sending messages to your GoHighLevel contacts.
Send a Direct Message to a GoHighLevel Contact
You can send an SMS or WhatsApp message directly from an individual GoHighLevel contact record .
To send a direct message:
- In GoHighLevel, go to Customers & Leads .
- Select Contacts.
- Open the contact you want to message.
- Click View to open the contact details.
- At the top of the contact page, click More Actions.
- Select HelloSend DM.
- Choose the required messaging channel or sender.
- Enter your message.
- Review the message and click Send.
The message will be sent to the selected contact using your configured HelloSend channel.
This allows your team to start customer conversations without leaving the GoHighLevel contact page.
Manage Customer Conversations from the HelloSend Inbox
The HelloSend Inbox provides a centralized workspace for managing SMS and WhatsApp conversations with your GoHighLevel contacts.
To access the Inbox:
- Go to Apps from the GoHighLevel sidebar.
- Select HelloSend from the list of installed apps.
- In HelloSend, go to Inbox from the left sidebar.
- Select a conversation to view the customer details and previous messages.
- Enter your reply in the message box and send the message using the connected SMS or WhatsApp channel.
From the Inbox, your team can:
- View incoming and outgoing messages.
- Continue existing customer conversations.
- Identify the GoHighLevel contact associated with the conversation.
- Review previous communication before replying.
- Manage customer responses from a shared messaging workspace.
Keeping conversations connected to the relevant contact gives your team better context and helps maintain consistent customer communication.
Send Messages to Multiple GoHighLevel Contacts
HelloSend also allows you to communicate with multiple customers using messaging campaigns .
Campaigns are useful when you need to send announcements, reminders, promotional messages, service updates , or other communications to several contacts.
How to Create a Campaign
- Open HelloSend.
- Go to the Campaigns section.
- Click the option to create a new campaign.
- Enter a campaign name.
- Select the required messaging channel.
- Choose the contacts and the appropriate phone number field.
- If you have created any labels, they will appear here under the Filter option.
- Enter your message or select a saved template.
- Preview the message and verify the selected recipients.
- Review the campaign details and make any necessary changes.
- Send immediately or schedule the campaign for a later date and time.
Before sending bulk SMS or WhatsApp messages, make sure your recipients have provided the appropriate consent to receive communications from your business.
Following applicable messaging and opt-in requirements can help improve message deliverability and customer experience.
Automate Messages with Trigger Rules
HelloSend Trigger Rules help you automatically respond to incoming SMS and WhatsApp messages based on predefined conditions.
You can define when a rule should run and what action HelloSend should perform, helping your team reduce manual work and respond to customers faster.
A Trigger Rule can include:
- A Trigger that starts the rule.
- Optional Conditions to control when the rule should run.
- An Action such as sending an automatic response.
How to Create a Trigger Rule
- Open HelloSend .
- Go to Messaging → Automation → Trigger Rules .
- Click Create Rule .
- Select the trigger that should start the rule.
- Add conditions if required.
- Configure the action to be performed.
- Review the rule settings.
- Save the rule and enable the Active toggle.
Once enabled, the rule will automatically perform the configured action whenever the selected trigger and conditions are met.
Example
You can create a Trigger Rule to automatically reply when a customer sends a specific message.
For example:
- A customer sends an SMS or WhatsApp message.
- HelloSend checks whether the configured rule conditions are met.
- HelloSend automatically performs the configured action, such as sending a reply.
Trigger Rules help your team provide faster and more consistent responses while reducing repetitive manual work.
Automate Messages Using an External Webhook
HelloSend's External Webhook trigger allows GoHighLevel or another external application to start an automation when a specific event occurs.
For example, when a customer submits a form, makes a booking, or completes a purchase on your GoHighLevel website, GoHighLevel can send the event data to HelloSend. HelloSend then processes the webhook and performs the configured action.
Common use cases include:
- Send a confirmation after a form submission.
- Send booking or appointment reminders.
- Notify customers about orders or payments.
- Send SMS or WhatsApp updates automatically.
How to Configure an External Webhook
- Open HelloSend and create a new Trigger Rule.
- Select External Webhook as the trigger.
- Configure GoHighLevel or your external application to send event data to HelloSend.
- Choose From Webhook Payload to use the customer's phone number included in the incoming webhook.
- Add conditions such as country or run schedule, if required.
- Add an action such as an automated SMS or WhatsApp message.
- Review the configuration and activate the Trigger Rule.
Once enabled, HelloSend will automatically process the webhook and run the configured messaging workflow whenever the selected GoHighLevel event occurs.
Example
- A customer submits an enquiry form on your GoHighLevel website.
- GoHighLevel sends the customer details to HelloSend through a webhook.
- HelloSend reads the customer's phone number from the webhook payload.
- HelloSend automatically sends the configured SMS or WhatsApp confirmation.
External Webhooks help connect your GoHighLevel events with HelloSend so you can automate timely customer communication without manual follow-up.
Monitor Trigger Rules with Logs
HelloSend Trigger Rules Logs help you track how your GoHighLevel-related automations are performing and understand what happened during each execution.
You can use the logs to verify whether a rule was completed successfully, skipped, or stopped because of an issue.
How to Review Trigger Rules Logs
- Open HelloSend.
- Go to Automation → Trigger Rules.
- Select the trigger rule you want to review.
- Click View Logs.
- Review the total runs, success rate, skipped runs, and execution details.
- Open an individual execution to check which steps were completed, skipped, or unsuccessful.
If an automation does not run as expected, the logs can help you identify which step caused the issue and whether the configured conditions or actions were processed correctly.
Example
- A GoHighLevel event triggers a HelloSend automation.
- The Trigger Rule is executed.
- You open View Logs to check the execution status.
- If the message was not sent, review the affected step and reason before updating the rule.
Trigger Rules Logs make it easier to monitor automation performance, troubleshoot issues, and confirm that your GoHighLevel messaging workflows are running correctly.
Review Customer Messaging Activity
HelloSend helps keep customer communication organized by maintaining messaging activity related to your GoHighLevel contacts.
Reviewing previous customer communication allows your team to understand:
- What messages have already been sent.
- What the customer previously discussed.
- Whether a follow-up is required.
- How the conversation has progressed.
This can help prevent duplicate communication and allow your team to provide a more informed and consistent customer experience.
Benefits of Using HelloSend with GoHighLevel
Manage SMS and WhatsApp from One Place
Bring your customer messaging into a centralized workflow instead of switching between multiple communication platforms.
Send Messages Directly from GoHighLevel Contacts
Use HelloSend DM from a GoHighLevel contact record to quickly start a direct SMS or WhatsApp conversation.
Keep Conversations Connected to Customer Contacts
Maintain better context by keeping customer communication connected with the appropriate GoHighLevel contact.
Automate Customer Follow-Ups
Use GoHighLevel Automations and HelloSend to automatically send confirmations, reminders, follow-ups, and customer updates.
Respond to Customers Faster
Access incoming and outgoing conversations from the HelloSend Inbox so your team can respond without searching across different platforms.
Communicate with Multiple Customers Efficiently
Use campaigns to send important announcements, reminders, updates, and promotional messages to multiple contacts.
Reduce Repetitive Manual Work
Automations can take care of routine customer communication, allowing your team to spend more time on conversations that require personal attention.
Maintain Better Communication History
Reviewing previous messaging activity helps your team understand the customer's history before starting or continuing a conversation.
Provide a Consistent Customer Experience
Managing SMS, WhatsApp, contact information, and conversation history within a connected workflow helps your team provide a smoother customer experience.
Conclusion
The HelloSend integration with GoHighLevel makes it easier to manage SMS and WhatsApp communication alongside your GoHighLevel customer data. Your team can send direct messages from contact records, manage conversations from the HelloSend Inbox, communicate with multiple customers through campaigns, and automate customer follow-ups using GoHighLevel Automations.
By connecting GoHighLevel with HelloSend and configuring your preferred messaging channels, you can create a more efficient communication workflow, reduce repetitive tasks, and stay connected with customers throughout their journey.
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