GoHighLevel and PhoneBurner Demo

✅ Video Summary

This training video introduces a new integration between PhoneBurner® and GoHighLevel CRM, developed by the Marketer Toolkit team (not PhoneBurner). The integration enables users to launch PhoneBurner dial sessions directly from their GoHighLevel contact list, streamlining outreach and keeping CRM data in sync throughout the calling process.

Key Features of the Integration:

1. Launching Dial Sessions from GoHighLevel:

   • Users can select contacts within GoHighLevel and click the PhoneBurner button to start a dial session.

   • It's recommended to enable “Contact Sync During Call” to automatically update the contact manager as calls progress.

2. Session Setup Options in PhoneBurner:

   • Select phone scripts, live answer sets, and voicemail messages (e.g., a “Friday voicemail”).

   • Choose caller ID, toggle pause-and-preview, and enable call recording if desired.

3. Real-Time CRM Sync:

   • As the session moves from one contact to another, the GoHighLevel contact manager updates in real time, showing the correct contact details.

4. Call Actions and Dispositions:

   • Use one-click voicemail drops to save time.

   • Choose a disposition (e.g., "Set Appointment") after each call to record the outcome.

   • Dispositions can also trigger automated emails and text messages.

5. Dynamic Caller ID and Messaging Automation:

   • The system can dynamically rotate caller ID numbers.

   • Supports email and SMS automation (note: SMS sending requires verification and approval).

6. Important Note on Support:

   • This integration is not built or maintained by PhoneBurner.

   • It is managed by Marketer Toolkit for GoHighLevel, and support requests should be directed to their team.

🏷️ Tags

GoHighLevel integration, dial session launch, CRM sync, live call automation, voicemail drop, caller ID rotation, contact manager, call disposition, PhoneBurner setup, Marketer Toolkit, API integration, SMS automation

📝 Cleaned-Up Transcript

[Music]

Hello there, and thank you for taking a moment to watch this video. In this training, I want to tell you about a new integration between PhoneBurner® and the GoHighLevel CRM.

Now, to be clear—this integration was not built by PhoneBurner. It was created by the team at Marketer Toolkit for GoHighLevel using both the PhoneBurner API and the GoHighLevel API.

Let me show you just how simple it is to take advantage of this integration once everything is configured.

Starting the Dial Session

Here, I'm looking at a list of contacts in my GoHighLevel account. Since the integration is already configured, I can:

• Select the contacts I want to call.

• Click the PhoneBurner button to launch a dial session.

Before clicking, I want to highlight the option:
“Enable Contact Sync During Call.”
I highly recommend leaving this enabled. You’ll see why in just a moment.

Let’s go ahead and launch the dial session.

Dial Session Setup

As the dial session window loads, the GoHighLevel contact screen in the background updates to show the first contact that’s going to be called. That’s why keeping the sync checkbox selected is important—it keeps your CRM up to date with where you are in the dial session.

Now, I’ll configure the session:

• Select a phone script.

• Choose dialing and live answer sets.

• Pick a voicemail drop—for example, “Friday Voicemail” since today is Friday.

• Set caller ID preferences.

• Decide whether to pause and preview or record calls.

Click Continue, and then connect to the system by clicking “Grant Mic Access” (or dialing in, depending on your setup).

Making Calls

Once connected, I see the first contact—Sally Prospect—both in PhoneBurner and GoHighLevel.

• If Sally answers, great—we have a conversation.

• If it goes to voicemail, I just click the voicemail drop button and move on.

Now I’m on to the next call.

What’s great here is that GoHighLevel’s contact manager automatically updates to reflect the contact currently being dialed. For example, now I’m viewing Jeff and JG Live Sample.

This makes it easy to access notes or other info in real time.

When I finish a call:

• Click Live Answer (if answered).

• Then click End Call.

At this point, I can take time to update the CRM record, ensuring it’s accurate and complete.

When I’m ready to move forward, I select a disposition, such as “Set Appointment”, and the session continues.

Now I’m calling Sally Sample, and again, the contact manager updates accordingly.

If this one goes to voicemail, I drop a message and move on to George Sample.

To stop the demo audio in my ear, I’ll mark this call as a Live Answer and end it.

Additional Features

With PhoneBurner, you have access to powerful tools:

• Dynamic Caller ID rotation—your caller ID can change automatically for each call.

• Email and SMS triggers—dispositions can send emails or texts based on call outcomes.

Keep in mind, text messaging requires additional verification before you’re approved to send SMS messages.

Support Reminder

Just a quick reminder—this integration is not built or supported by PhoneBurner. It was created and is maintained by the Marketer Toolkit team for GoHighLevel.

If you have questions or need help, please contact them directly for support.

And that’s it for this demo! Now you know how to easily launch a PhoneBurner dial session from within GoHighLevel, helping you and your team get more done.

Thanks again, and happy dialing!

[Music]