Meeting Title: Eden GoHighLevel Integration Planning Date: 2026-02-03 Meeting participants: Robert Tseng, feliciahernandez
WEBVTT
1 00:03:36.080 ⇒ 00:03:37.270 feliciahernandez: Hello!
2 00:03:39.050 ⇒ 00:03:39.990 Robert Tseng: Hey, Felicia.
3 00:03:39.990 ⇒ 00:03:41.330 feliciahernandez: How are you, Robert?
4 00:03:41.500 ⇒ 00:03:42.319 Robert Tseng: Good, how are you?
5 00:03:42.320 ⇒ 00:03:44.609 feliciahernandez: I’m good! Thanks for meeting.
6 00:03:44.850 ⇒ 00:03:45.460 Robert Tseng: Yeah.
7 00:03:46.090 ⇒ 00:03:56.519 feliciahernandez: Okay, I have… A few things. So, right now, our marketing firm is…
8 00:03:56.910 ⇒ 00:04:11.350 feliciahernandez: we, you know, we ended things with them, and so their… our last… their last day with us is February 20th. Yeah. And kind of what they were able to do on the back end for us was integrate GoHighLevel and Zanoti. Yep.
9 00:04:11.600 ⇒ 00:04:34.289 feliciahernandez: And so, right, anyone that right now is coming, it’s going straight to go… it’s going straight to GHL, but then it creates their profile in Zanoti automatically. Calls that go to GHL get transferred into Zanody. In the pipeline and things, right, if an appointment’s booked, it automatically shifts them over, so it takes them out of the workflow. If someone no-shows, things like that.
10 00:04:34.460 ⇒ 00:04:42.819 feliciahernandez: And I can also pull up our GoHighLevel if that would be helpful. Okay. But, yeah, let me share this really quick.
11 00:04:46.540 ⇒ 00:04:53.670 feliciahernandez: And so, yeah, they were like, basically, they were saying that it’ll just be taken away.
12 00:04:54.170 ⇒ 00:05:03.120 feliciahernandez: Once we start. So yeah, so right now… Okay, so…
13 00:05:04.600 ⇒ 00:05:13.719 feliciahernandez: in our opportunities and everything, right, so when a phone call comes in, because we do have A2P, transfers into Zanoti, so we get that call there.
14 00:05:14.520 ⇒ 00:05:19.029 Robert Tseng: Sorry, you mentioned how long are… I just want to get a sense of timeline, like, if we were to actually.
15 00:05:19.030 ⇒ 00:05:19.500 feliciahernandez: Yeah.
16 00:05:19.500 ⇒ 00:05:20.400 Robert Tseng: Like, how… yeah.
17 00:05:20.400 ⇒ 00:05:23.960 feliciahernandez: Yeah, so February 20th is when our last day is with them.
18 00:05:23.960 ⇒ 00:05:25.770 Robert Tseng: Okay. Yeah, that’s doable. Yeah.
19 00:05:25.770 ⇒ 00:05:32.090 feliciahernandez: Okay, cool. And then… So, like, for example, on here, here’s, like, our…
20 00:05:32.670 ⇒ 00:05:52.560 feliciahernandez: our opportunities page here, and so we’re able to, like, say that they’re not interested, but then when we book them in Zenoti, they automatically get put over to booked in GHL. If we cancel them in Zanoti, they get over to the pipeline of a no-show canceled, and then we’re also able to see, like, who paid and how much
21 00:05:52.700 ⇒ 00:06:05.539 feliciahernandez: we made off of that, right? So I’m able to pull, like, a week or a month and able to look at those things. So I was just wondering if this is something you’re able to help us with, on that end.
22 00:06:06.060 ⇒ 00:06:20.090 Robert Tseng: Yeah, of course. Oh, cool. Yeah, I think we can do that. Okay, perfect. I don’t think there is an official, like, Zenody to go high-level, like, native connector, so they probably either built their own tool, or they’re using Zapier. Do you know what automation tool they’re using?
23 00:06:20.090 ⇒ 00:06:24.739 feliciahernandez: So, I had asked, I was like, hey, because we… do you know Cesar, by chance?
24 00:06:24.980 ⇒ 00:06:27.510 Robert Tseng: I’ve probably met him once. Okay.
25 00:06:27.510 ⇒ 00:06:35.170 feliciahernandez: We were kind of asking to see if he could do it, and he was like, I have no idea what they’re doing, so I was like, hey, can you do it? So, the specific… yeah, it’s a proprietary setup.
26 00:06:35.170 ⇒ 00:06:37.220 Robert Tseng: Okay, they don’t want to tell you.
27 00:06:37.220 ⇒ 00:06:46.260 feliciahernandez: I know, and then our… yeah, they were just going through. So I would recommend pointing your developer to the standard Zenody and GoHighLevel API documentation, is what they’re saying.
28 00:06:46.260 ⇒ 00:06:48.729 Robert Tseng: That’s, that’s fine, we can, we can, we can build that, yeah.
29 00:06:48.730 ⇒ 00:06:55.089 feliciahernandez: Okay, cool. So do I just need to get you into GoHighLevel and Zanoti, then?
30 00:06:55.280 ⇒ 00:07:00.110 Robert Tseng: Yeah, I basically need the API keys for both of those, and then…
31 00:07:00.230 ⇒ 00:07:06.869 Robert Tseng: I guess, like, we’ll just kind of clarify the workflow. It just seems like you want to be able to delete and add
32 00:07:07.140 ⇒ 00:07:14.480 Robert Tseng: I guess, contacts from Zenoti. It seems like a one-way sync, it doesn’t seem like it goes the other way.
33 00:07:14.480 ⇒ 00:07:17.589 feliciahernandez: So, I believe it does go the other way as well.
34 00:07:17.590 ⇒ 00:07:17.920 Robert Tseng: Okay.
35 00:07:17.920 ⇒ 00:07:36.900 feliciahernandez: they… yeah, so when we do anything in Zanody, it transfers to GHL, and then vice versa on that end. And then, like, right now, what it’s also doing is, like, we will have… so right now, our workflow, like, calls us from GHL, and then, like, this is a completely different thing, but I’m…
36 00:07:36.900 ⇒ 00:07:47.690 feliciahernandez: yeah, right now it, like, calls us, and then we answer, and then we’re able to, like, connect the call. But, right, it’s calling us from GHL into the NOTI, and then we can answer from there. So…
37 00:07:47.690 ⇒ 00:07:49.020 Robert Tseng: Got it. Okay.
38 00:07:49.020 ⇒ 00:07:49.700 feliciahernandez: Yes.
39 00:07:52.210 ⇒ 00:07:58.169 Robert Tseng: Oh, that’s interesting. It calls from GHL, and then it comes into Sony, and…
40 00:07:58.170 ⇒ 00:07:59.469 feliciahernandez: Yeah, so it’s… it’s.
41 00:07:59.470 ⇒ 00:07:59.940 Robert Tseng: How does…
42 00:07:59.940 ⇒ 00:08:00.349 feliciahernandez: How does that?
43 00:08:00.350 ⇒ 00:08:01.130 Robert Tseng: network.
44 00:08:01.130 ⇒ 00:08:02.080 feliciahernandez: So…
45 00:08:02.440 ⇒ 00:08:16.809 feliciahernandez: again, this is kind of like a separate thing, but right now, if I were to call the, A2P number on GHL, right, it would ring into Zenody and tell me who it’s from. Yeah. And then in our workflows right now…
46 00:08:17.550 ⇒ 00:08:18.080 feliciahernandez: And I think.
47 00:08:18.080 ⇒ 00:08:19.379 Robert Tseng: Your team set this up?
48 00:08:19.890 ⇒ 00:08:31.189 feliciahernandez: No, they set it up. Yeah, the marketing firm. Yep. They set up the workflow. But right now, like, it’s pretty, like, straightforward. We get an internal notification, I have it,
49 00:08:31.810 ⇒ 00:08:34.419 feliciahernandez: calling… to…
50 00:08:34.610 ⇒ 00:08:47.189 feliciahernandez: like, the Zanoti number, if that makes sense, to let us know. So, like, that’s our Zanoti number, and then it’s calling us to be like, hey, Robert is interested in Botox, give him a call type of deal. So, yeah.
51 00:08:48.420 ⇒ 00:08:48.980 Robert Tseng: Okay.
52 00:08:48.980 ⇒ 00:09:01.779 feliciahernandez: So it’s just sending a notification. Yeah, that’s a notification, but the biggest thing, like, yeah, if we’re able to do all of this, to have the call transfer, everything transfers into Zanody, Zanoti goes into GHL, that would be fantastic.
53 00:09:02.490 ⇒ 00:09:12.240 Robert Tseng: Okay, yeah, I mean, we’ll have to just spend… probably… I mean, I… but if you can get me the logins for that, we’ll look… we’ll read the documentation, see what… see what we can do.
54 00:09:12.240 ⇒ 00:09:13.960 feliciahernandez: But, and then…
55 00:09:13.960 ⇒ 00:09:14.390 Robert Tseng: Yeah.
56 00:09:14.390 ⇒ 00:09:20.204 feliciahernandez: Robert, I will just add you now, so then I can have all your… .
57 00:09:22.900 ⇒ 00:09:28.859 Robert Tseng: Yeah, I’ll put my, preferred? Or does it have to be my Eden email?
58 00:09:29.140 ⇒ 00:09:32.180 feliciahernandez: No, it can be whatever, yeah, it can be whatever, yeah. Alright, I think this…
59 00:09:32.180 ⇒ 00:09:36.689 Robert Tseng: be easier, because then my team would be… we can… they can use my login.
60 00:09:36.690 ⇒ 00:09:37.210 feliciahernandez: Perfect.
61 00:09:37.210 ⇒ 00:09:37.610 Robert Tseng: figure out.
62 00:09:37.610 ⇒ 00:09:40.160 feliciahernandez: What is the good email for ya?
63 00:09:40.160 ⇒ 00:09:42.720 Robert Tseng: I just put it in the Zoom chat if you…
64 00:09:42.720 ⇒ 00:09:43.490 feliciahernandez: Oh.
65 00:09:43.490 ⇒ 00:09:44.040 Robert Tseng: Yeah.
66 00:09:44.370 ⇒ 00:09:45.230 feliciahernandez: Okay, cool.
67 00:09:46.770 ⇒ 00:09:48.730 feliciahernandez: Let me get that…
68 00:09:54.970 ⇒ 00:09:56.909 feliciahernandez: And then a good phone number.
69 00:09:58.620 ⇒ 00:10:02.640 Robert Tseng: Oh, yeah, I’ll… This…
70 00:10:07.660 ⇒ 00:10:08.800 feliciahernandez: Great.
71 00:10:14.810 ⇒ 00:10:17.119 feliciahernandez: Okay, cool, so you…
72 00:10:20.590 ⇒ 00:10:22.789 feliciahernandez: It’d be good here…
73 00:10:23.400 ⇒ 00:10:36.460 Robert Tseng: Okay, I’m just, like, talking through, just because I get the transcript from this call, too, so it’ll help me. This will… we’ll probably take a look at the docs and get it this week.
74 00:10:36.650 ⇒ 00:10:42.249 Robert Tseng: and then we’ll do a roadmap. Typically, these types of integrations, we budget, like.
75 00:10:42.450 ⇒ 00:10:49.480 Robert Tseng: two weeks to do, so… Okay. I mean, could be faster if it’s simpler than it looks. Yeah.
76 00:10:49.670 ⇒ 00:11:06.390 Robert Tseng: But yeah, assuming we kick that off on Monday, then we should… I mean, I know that you’re trying to push it by February 20th, so we definitely want to try to get it done before then, so ideally, I’ll just slot it in next week, and we’ll try to get it done within a week. That’ll give us a few days to kind of just make sure everything matches up.
77 00:11:06.590 ⇒ 00:11:07.390 feliciahernandez: Okay, great.
78 00:11:07.390 ⇒ 00:11:07.950 Robert Tseng: Yeah.
79 00:11:08.280 ⇒ 00:11:19.380 feliciahernandez: Okay, wonderful, and then I will give you access to GHL, so you should get, like, an email for Zanoti, and then I’ll give you access to GHL, and if you need, like, anything, just let me know, and then we’ll go from there.
80 00:11:19.470 ⇒ 00:11:29.350 Robert Tseng: I mean, just want to add, is there… was there anything else that was, like, kind of custom that they built, or, like, part of the integration wasn’t working, and so you had to…
81 00:11:29.820 ⇒ 00:11:46.550 Robert Tseng: ask them to add something, I just want to make sure that, like, yeah, there’s… I think that the difficulty isn’t the integration, it’s always, like, are we capturing all the same edge cases that they do? I mean, it seems like it’s pretty straightforward, but I think I just need to ask.
82 00:11:46.790 ⇒ 00:11:53.159 feliciahernandez: Yeah, like, are you asking, like, if we had any issues that we had to let them know about with the integration?
83 00:11:53.360 ⇒ 00:12:09.210 Robert Tseng: Yeah, so, like, I mean, obviously they had something that was more or less out of the box that they plugged your system into, and then it was syncing your appointments, I mean, then they built out some custom workflows. I assume that that will stay in high… go high level, we could just reuse those?
84 00:12:09.210 ⇒ 00:12:12.900 feliciahernandez: Yep, the workflows, honestly, you shouldn’t have to touch,
85 00:12:12.900 ⇒ 00:12:13.220 Robert Tseng: Okay.
86 00:12:13.220 ⇒ 00:12:25.649 feliciahernandez: It’s just kind of everything on the back end there. So, but yeah, I mean, for a little bit, we were having issues with, like, appointments transferring over once we got them booked, but then there were, you know, I would just let them know, and they’re like, yeah, we got it fixed, and it’d be fine. So…
87 00:12:25.650 ⇒ 00:12:26.270 Robert Tseng: Okay.
88 00:12:26.270 ⇒ 00:12:26.950 feliciahernandez: Yeah.
89 00:12:27.900 ⇒ 00:12:36.210 Robert Tseng: Okay, and then what’s the volume? I just want to get a sense, because if we’re going to be hosting it on our infrastructure, I just want to get a sense of, like.
90 00:12:36.950 ⇒ 00:12:37.500 Robert Tseng: Ow.
91 00:12:37.500 ⇒ 00:12:40.180 feliciahernandez: So, like, how many people are in GHL?
92 00:12:40.180 ⇒ 00:12:48.730 Robert Tseng: Yeah, I guess, like, how many people are being synced, let’s just say, if you know it, weekly, like.
93 00:12:49.540 ⇒ 00:12:50.349 feliciahernandez: Yeah, so.
94 00:12:50.350 ⇒ 00:12:50.880 Robert Tseng: Yeah.
95 00:12:50.880 ⇒ 00:12:55.700 feliciahernandez: Daily, we can probably have up to 50 people a day.
96 00:12:56.120 ⇒ 00:13:00.250 Robert Tseng: 250 people a day, and, like, is this pretty real time?
97 00:13:00.460 ⇒ 00:13:01.730 feliciahernandez: Yeah, yeah, yeah, yeah.
98 00:13:02.270 ⇒ 00:13:05.390 Robert Tseng: Yeah, okay, so 2… so, sorry, you said 250-250.
99 00:13:05.390 ⇒ 00:13:09.109 feliciahernandez: Oh, no, 5-0. Oh, just 50, okay. Yeah, yeah, yeah. 50…
100 00:13:09.290 ⇒ 00:13:13.119 Robert Tseng: 50 per day, okay, that’s…
101 00:13:15.190 ⇒ 00:13:18.830 Robert Tseng: Let’s just round up and say that’s, like, 1500…
102 00:13:19.580 ⇒ 00:13:26.729 Robert Tseng: a month. I mean, volume is low, but if it needs to be synced real time…
103 00:13:27.730 ⇒ 00:13:33.350 Robert Tseng: Well, I mean, at most, that’s, like, 50 requests per day, which is not bad.
104 00:13:33.580 ⇒ 00:13:34.320 feliciahernandez: Okay.
105 00:13:35.110 ⇒ 00:13:39.420 Robert Tseng: Okay, yeah, yeah, I mean, that should be fine. Like, it doesn’t seem like any… I mean, if it was…
106 00:13:39.930 ⇒ 00:13:47.460 Robert Tseng: like, $2.50 a day, then maybe I would be more concerned. Like, huh, I wouldn’t know…
107 00:13:48.440 ⇒ 00:13:58.610 Robert Tseng: Yeah, right away, I mean, we’ll be able to scale it up. I mean, I know that you guys want to do volume, so… But yeah, 50 a day should be fine. I don’t think there should be any problems there. Okay.
108 00:13:58.960 ⇒ 00:14:06.959 feliciahernandez: Great. Okay, wonderful. Well, I just gave you access to both GHL and, Zanoti, and then, yeah, just let me know if you need anything.
109 00:14:07.340 ⇒ 00:14:08.669 Robert Tseng: Okay, sounds good.
110 00:14:08.670 ⇒ 00:14:10.059 feliciahernandez: Thank you so much.
111 00:14:10.060 ⇒ 00:14:10.670 Robert Tseng: Yep.
112 00:14:10.860 ⇒ 00:14:11.880 Robert Tseng: Okay, bye-bye.