How Kayse AI Books Appointments and Sends Them to Your GHL CRM (GoHighLevel / LeadConnector)

How Kayse AI Books Appointments and Sends Them to Your GHL CRM (GoHighLevel / LeadConnector)

This guide explains how Kayse AI can contact your leads or clients, book appointments for them, and automatically create, cancel, or reschedule those appointments inside your GoHighLevel (GHL / LeadConnector) CRM.

Kayse AI handles the outreach and booking through Cal.com. Zapier then sends the booking information into GHL, where a workflow creates or updates the appointment.

This guide shows you how to set that up.


🧭 What Is Happening Behind the Scenes?

1️⃣ Kayse AI calls or messages your lead 2️⃣ The lead books a time 3️⃣ The appointment is created in Cal.com 4️⃣ Zapier catches the booking event 5️⃣ GHL workflow creates the appointment in your CRM

Your calendar in GHL stays updated automatically. πŸŽ‰


What You Will Create

You will build:

β€’ 3 Zaps in Zapier β€’ 3 Workflows in GHL

These handle:

βœ… Booking Created ❌ Booking Cancelled πŸ”„ Booking Rescheduled


STEP 1: Connect Cal.com to Zapier πŸ”Œ

  1. Go to Zapier
  2. Click Create Zap
  3. Choose Trigger: Webhooks by Zapier
  4. Select: Catch Hook
  5. Copy the webhook URL

Now go to Cal.com:

  1. Open your Event Type settings

  2. Add a Webhook

  3. Paste the Zapier URL

  4. Turn on these triggers:

    • Booking Created
    • Booking Cancelled
    • Booking Rescheduled

Save your changes.

Now test by booking an appointment using Kayse AI.

Zapier should receive the booking data. πŸŽ‰


STEP 2: Create Three Zaps in Zapier ⚑

You will create three separate Zaps.


🟒 Zap 1: Booking Created

Trigger: Webhooks by Zapier β†’ Catch Hook

Add Filter: Event = Booking Created

Action: LeadConnector β†’ Add Lead to Workflow

Choose Workflow: Cal.com – Booking Created

Map: β€’ Email β€’ Phone β€’ First Name β€’ Last Name

Turn Zap ON.


πŸ”΄ Zap 2: Booking Cancelled

Trigger: Catch Hook

Filter: Event = Booking Cancelled

Action: Add Lead to Workflow

Choose Workflow: Cal.com – Booking Cancelled

Turn Zap ON.


πŸ”΅ Zap 3: Booking Rescheduled

Trigger: Catch Hook

Filter: Event = Booking Rescheduled

Action: Add Lead to Workflow

Choose Workflow: Cal.com – Booking Rescheduled

Turn Zap ON.


STEP 3: Create the GHL Workflows βš™οΈ

Go to:

Automation β†’ Workflows

Create the three workflows below.


Workflow 1: Cal.com – Booking Created

Trigger: Workflow Enrollment

Actions:

1️⃣ Book Appointment

Settings: β€’ Calendar: Select your GHL calendar β€’ Appointment Title: AI Booked Call – {{contact.first_name}} β€’ Start Time: Map from Zapier β€’ End Time: Map from Zapier β€’ Appointment Status: Confirmed β€’ Assigned User: Optional

2️⃣ (Optional) Add Tag AI-Booked-Cal

3️⃣ (Optional) Internal Notification "New appointment booked by Kayse AI."

Turn Workflow ON.


❌ Workflow 2: Cal.com – Booking Cancelled

Trigger: Workflow Enrollment

Actions:

1️⃣ Update Appointment Set status to: Cancelled

2️⃣ (Optional) Add Tag AI-Cancelled-Cal

Turn Workflow ON.


πŸ”„ Workflow 3: Cal.com – Booking Rescheduled

Trigger: Workflow Enrollment

Actions:

1️⃣ (Optional) Remove Existing Appointment

2️⃣ Book Appointment β€’ Calendar: Same calendar β€’ Start Time: New time from Zapier β€’ End Time: New time from Zapier β€’ Status: Confirmed

3️⃣ Add Tag AI-Rescheduled-Cal

Turn Workflow ON.


Official GHL Help Article

For more details on the Book Appointment action, see:

https://help.gohighlevel.com/support/solutions/articles/155000004209-workflow-action-book-appointment


πŸ‘ Why This Setup Works

βœ… Kayse AI handles outreach and booking βœ… Cal.com manages scheduling βœ… Zapier passes the booking data βœ… GHL creates and manages the appointment βœ… No custom coding required

This allows your AI workflows to automatically create appointments inside your CRM.


⚠️ Important Disclaimer

GoHighLevel (LeadConnector), Zapier, and Cal.com are third-party applications.

Kayse provides this guide as a helpful suggestion and quick start reference only.

Each company’s CRM setup may be different. Results may vary based on:

β€’ Calendar setup β€’ Workflow configuration β€’ User permissions β€’ CRM customizations β€’ Zapier plan limits

For detailed setup questions or troubleshooting, please contact:

β€’ GoHighLevel Support β€’ Zapier Support β€’ Cal.com Support

Kayse support is limited to the Kayse platform and AI agent workflows only.

This integration is outside of Kayse’s direct support scope.


πŸŽ‰ Final Result

When Kayse AI:

Books a call β†’ Appointment appears in GHL Cancels a call β†’ Appointment is cancelled in GHL Reschedules β†’ Appointment updates in GHL

Your CRM stays up to date automatically.

Simple. Automated. Scalable. πŸš€