Meeting Title: Zenoti <> GHL Integration Date: 2026-02-13 Meeting participants: Awaish Kumar, feliciahernandez
WEBVTT
1 00:01:12.350 ⇒ 00:01:13.180 Awaish Kumar: Typically.
2 00:02:18.250 ⇒ 00:02:19.130 Awaish Kumar: It’s okay.
3 00:03:31.670 ⇒ 00:03:32.580 feliciahernandez: Hello!
4 00:03:34.440 ⇒ 00:03:35.200 Awaish Kumar: Hi.
5 00:03:35.590 ⇒ 00:03:36.450 feliciahernandez: How are ya?
6 00:03:37.230 ⇒ 00:03:38.880 Awaish Kumar: I’m good, how about you?
7 00:03:39.300 ⇒ 00:03:40.710 feliciahernandez: Good, thank you.
8 00:03:41.260 ⇒ 00:03:44.620 Awaish Kumar: Yeah, so… Aye.
9 00:03:45.320 ⇒ 00:03:53.099 Awaish Kumar: got the requirements from Robert, I have watched a video from last meeting with… between you and Robert.
10 00:03:54.060 ⇒ 00:03:59.340 Awaish Kumar: I’m just getting a little bit of gist of overall what’s… What’s happening?
11 00:03:59.340 ⇒ 00:04:00.140 feliciahernandez: Yep.
12 00:04:00.560 ⇒ 00:04:11.120 Awaish Kumar: But to actually implement it, like, two-way communication, we need to actually go a little bit deeper into it, to understand exact…
13 00:04:11.460 ⇒ 00:04:27.979 Awaish Kumar: things you need, like, these both platforms, a lot of features, you, you know that, and a lot of endpoints and things, and we might, like, we can’t implement everything in a week, right? So what we want to do is, right now, we want to scope it out in a way that
14 00:04:28.020 ⇒ 00:04:33.169 Awaish Kumar: Okay, the things that really matter to you, like, okay…
15 00:04:33.420 ⇒ 00:04:36.509 Awaish Kumar: profile created in Xanote must be,
16 00:04:36.820 ⇒ 00:04:50.670 Awaish Kumar: a contact in GHL, like, that’s… that’s a required flow, like, things like that, so we can actually go in and implement that. So, the actual flows that you are using, and also, like.
17 00:04:51.070 ⇒ 00:04:56.230 Awaish Kumar: What originates from where, like… a gen… and,
18 00:04:56.610 ⇒ 00:05:00.889 Awaish Kumar: profile, a contact created in GHL goes to…
19 00:05:01.570 ⇒ 00:05:10.339 Awaish Kumar: Zenoti, and maybe then, in Zenoti, if a booking is confirmed, then that status goes to PHL. So, what is the…
20 00:05:10.690 ⇒ 00:05:16.479 Awaish Kumar: actual, like, the data movement, so we have to send requests based on that. So I need to understand.
21 00:05:16.480 ⇒ 00:05:17.270 feliciahernandez: Yum.
22 00:05:17.350 ⇒ 00:05:18.010 Awaish Kumar: Yep.
23 00:05:18.510 ⇒ 00:05:28.159 feliciahernandez: Okay, so… Right, GHL Zanoti Integrated. Whenever we have a new client created in Zanoti.
24 00:05:28.400 ⇒ 00:05:42.219 feliciahernandez: or in GHL, or I guess in this case, like, coming from meta ads that get into GHL, they all talk to each other. So, it gets created in Zenoti right away, as a new guest.
25 00:05:42.420 ⇒ 00:05:44.999 feliciahernandez: Okay. Yeah, go ahead.
26 00:05:45.680 ⇒ 00:05:50.770 Awaish Kumar: So, for example, if a new person comes in, he is created…
27 00:05:51.410 ⇒ 00:05:55.739 Awaish Kumar: He is created as a contact, or in the OT form?
28 00:05:56.130 ⇒ 00:05:56.890 Awaish Kumar: Yeah.
29 00:05:56.890 ⇒ 00:06:07.349 feliciahernandez: He’s created both, both. If I create someone in Zanoti, they go to GHL. If I create someone, or comes in through GHL from Meta, they get created in Zanoti.
30 00:06:07.950 ⇒ 00:06:09.000 Awaish Kumar: Okay.
31 00:06:09.350 ⇒ 00:06:18.109 Awaish Kumar: So for context also, it’s both ways, and what… what about updates to those? Like, if you update some fields.
32 00:06:18.690 ⇒ 00:06:20.079 Awaish Kumar: In Xenode.
33 00:06:20.250 ⇒ 00:06:25.850 Awaish Kumar: then it gets updated to GHL as well, like, the… for example, if you change the… Phone number.
34 00:06:26.660 ⇒ 00:06:32.729 feliciahernandez: Yeah, so I think, like, you’re saying, like, after they’re created, if we, like, change a phone number or something?
35 00:06:33.070 ⇒ 00:06:40.120 feliciahernandez: I am actually… I don’t think they talk to each other after that.
36 00:06:41.480 ⇒ 00:06:44.740 feliciahernandez: Or maybe I just haven’t noticed.
37 00:06:45.470 ⇒ 00:07:02.219 Awaish Kumar: Okay. So the major flow is that whenever there is a new contact comes in into either of these platforms, just created in… at the same time, it’s just created in another one as well. So that’s for context, and then for appointments, how that works.
38 00:07:03.480 ⇒ 00:07:07.409 feliciahernandez: Yeah, so for appointments, when we go into appointments, so, like.
39 00:07:08.310 ⇒ 00:07:23.549 feliciahernandez: for example, so if we book someone in Zanoti, because that’s what we’re using to book people, in GHL, it will show that they’re booked, right? Like, we’ve booked them, and so they won’t receive any more automations or anything. Would it be helpful if I share my screen?
40 00:07:23.720 ⇒ 00:07:24.600 Awaish Kumar: Yes.
41 00:07:24.600 ⇒ 00:07:25.370 feliciahernandez: Okay.
42 00:07:33.060 ⇒ 00:07:33.850 feliciahernandez: Okay.
43 00:07:34.180 ⇒ 00:07:35.540 feliciahernandez: So…
44 00:07:36.190 ⇒ 00:07:47.470 feliciahernandez: This is GHL, kind of how it’s working, right? So we have all of our leads that come in. So, Betty Roberts, she was created as,
45 00:07:47.740 ⇒ 00:07:59.440 feliciahernandez: like, she came from Meta, like, she came from an ad, okay? So she was created. But then, for example, like, we have… so then, now, if I go into Zanoti.
46 00:08:03.300 ⇒ 00:08:07.869 feliciahernandez: And they may have started, yeah. So, Betty Roberts, we have all of her information in Zenobi.
47 00:08:08.120 ⇒ 00:08:10.259 feliciahernandez: Like, she was created as a guest.
48 00:08:11.390 ⇒ 00:08:15.410 feliciahernandez: So we have her first, last name, email, and phone number.
49 00:08:15.600 ⇒ 00:08:16.720 feliciahernandez: Great.
50 00:08:17.260 ⇒ 00:08:22.800 feliciahernandez: Then, so for example, like… Dina.
51 00:08:22.950 ⇒ 00:08:35.539 feliciahernandez: Espinosa, she came in. We didn’t have to manually, like, drag her over to here, she just automatically got put in that pipeline, because she was booked. And then,
52 00:08:35.840 ⇒ 00:08:42.480 feliciahernandez: Yeah, so then… I don’t know if this is helpful, but yeah, then if we’re, like, looking her up here… Dina…
53 00:08:44.290 ⇒ 00:08:48.279 Awaish Kumar: So, when a person is created, we see it in Zenoti, but…
54 00:08:48.670 ⇒ 00:08:52.869 Awaish Kumar: Then what about when you book it, how then it reflects in GHL?
55 00:08:53.350 ⇒ 00:08:53.960 feliciahernandez: Yeah.
56 00:08:54.030 ⇒ 00:09:18.699 feliciahernandez: Yeah, yeah. So, I mean, that’s… I mean, that’s exactly how it’s reflected in GHL, right? So for Dina, and I’ll kind of show you here, so we have an appointment for her February 7th at 3.30, then you can see that in Zanoti, or in GHL, she has an appointment. Dina has an appointment February 17th at 3.30, and she got booked over to this. Same thing with, like, Diana. She was a no-show or a cancellation.
57 00:09:18.940 ⇒ 00:09:24.480 feliciahernandez: And that’s how we booked her, so if I were to do, like, Jordan Nutter.
58 00:09:25.020 ⇒ 00:09:33.069 feliciahernandez: I would do, right, if she didn’t show up, I would cancel her, excuse me, I would cancel her appointment.
59 00:09:33.560 ⇒ 00:09:41.140 feliciahernandez: or actually, let’s do Kathy. So this is kind of what it looks like here. So, you have the option to cancel or no-show someone.
60 00:09:41.450 ⇒ 00:09:50.190 feliciahernandez: in Zanoti, so then it will reflect, and it will move them over to this pipeline in… GHL.
61 00:09:50.730 ⇒ 00:10:03.189 feliciahernandez: And then, also here, so, like, Ashley Lynn, she came in yesterday, and she paid, so then she was paid, you know, she paid $420, and I can see that reflected here.
62 00:10:03.630 ⇒ 00:10:08.059 Awaish Kumar: Okay, and where is that info? Like, payment info, is that coming from Zenoti?
63 00:10:08.060 ⇒ 00:10:09.769 feliciahernandez: Yeah, that’s coming from Zanoti.
64 00:10:13.050 ⇒ 00:10:23.490 feliciahernandez: And then also, like, if you call GHL, right? Like, if GHL, if someone calls the GHL number, it gets forwarded to our Zanote number.
65 00:10:25.170 ⇒ 00:10:36.979 Awaish Kumar: Okay, the call gets forwarded, not just the… after the call, we don’t just get the, like, the… there was a call on this number at the time, but you’re saying exec call will just…
66 00:10:37.300 ⇒ 00:10:39.039 Awaish Kumar: Gets transferred to GSL.
67 00:10:39.340 ⇒ 00:10:41.120 Awaish Kumar: Yeah. Yes.
68 00:10:41.270 ⇒ 00:10:57.740 feliciahernandez: Yeah, so, yeah, yeah, yeah. If someone calls through Zanoti, it stays in Zanoti, or it’s called HyperConnect, but if someone calls through GHL, right, if they call… because it’s a different number on GHL, right, it’s like a 719 number. So they call GHL, it gets forwarded to our 720 number, so we get that right away.
69 00:10:59.530 ⇒ 00:11:06.269 Awaish Kumar: Okay, so you did get, like, the call, and then you answer that after the… in Zenoti.
70 00:11:06.630 ⇒ 00:11:07.260 feliciahernandez: Huh.
71 00:11:08.170 ⇒ 00:11:13.480 Awaish Kumar: Okay, okay, get it. Is that…
72 00:11:13.750 ⇒ 00:11:16.280 Awaish Kumar: All what you’re looking for, or is there anything else?
73 00:11:16.580 ⇒ 00:11:24.529 feliciahernandez: Yeah, those are the main things. I mean, yeah, those are… yeah, those are pretty much the main things that we need in GHL.
74 00:11:24.740 ⇒ 00:11:29.970 feliciahernandez: Just so we can track everything in a better manner.
75 00:11:31.270 ⇒ 00:11:48.610 Awaish Kumar: So I think, like, having these leads, requirements, things like that, that… that they have the endpoints for them, and it would be… I think it would, like, can be easily possible to handle that. I’m not sure if, through our API calls, we can handle the call forwarding.
76 00:11:48.660 ⇒ 00:11:53.570 Awaish Kumar: I’m not sure how that was happening before Like, happening now.
77 00:11:53.850 ⇒ 00:12:00.260 Awaish Kumar: So, maybe there’s some ways… some features inside of these platforms which aren’t doing…
78 00:12:00.260 ⇒ 00:12:01.660 feliciahernandez: Yeah, it could be.
79 00:12:03.800 ⇒ 00:12:06.359 feliciahernandez: I don’t even know where that would be, honestly, so…
80 00:12:07.330 ⇒ 00:12:14.829 Awaish Kumar: Like, how was… The other agency handling it, like, they were… they had some special routing thing, or what?
81 00:12:15.550 ⇒ 00:12:16.860 feliciahernandez: Sorry, say that again?
82 00:12:17.800 ⇒ 00:12:18.680 Awaish Kumar: Like, you…
83 00:12:18.790 ⇒ 00:12:23.429 Awaish Kumar: Yeah, I got from another call that you have a marketing agency right now, which actually handles it.
84 00:12:24.200 ⇒ 00:12:32.579 feliciahernandez: Yeah, so we have a marketing agency that handles it. They have a developer, and I asked if their developer could speak, and we fired them, right? So we fired this marketing agency.
85 00:12:33.180 ⇒ 00:12:41.719 feliciahernandez: We have until February 20th, until they take away these integrations. I did ask their developer if he could meet with someone, and he said no. So…
86 00:12:42.820 ⇒ 00:12:48.770 Awaish Kumar: No, no, yeah, that’s what exactly I want to see. Yeah, okay, let me get back.
87 00:12:49.070 ⇒ 00:12:56.020 Awaish Kumar: go back and look how that might be happening. But apart from that,
88 00:12:56.890 ⇒ 00:13:01.770 Awaish Kumar: So… and in GHL, everything lives in opportunities, right?
89 00:13:01.770 ⇒ 00:13:04.100 feliciahernandez: Yes, everything lives in opportunities.
90 00:13:05.140 ⇒ 00:13:12.210 Awaish Kumar: Okay, and how… Basically, payment happens in, and Xenody?
91 00:13:12.420 ⇒ 00:13:15.300 feliciahernandez: Yep, payment happens in Zanoti,
92 00:13:16.680 ⇒ 00:13:21.989 feliciahernandez: So, like, if I go to Julia Walsh, we do take payment there, and then we’ll take that.
93 00:13:22.730 ⇒ 00:13:26.719 Awaish Kumar: Okay, when you take the payment, you submit it here, and then it gets affected.
94 00:13:26.930 ⇒ 00:13:28.850 feliciahernandez: And then it gets deflected in GHL.
95 00:13:29.310 ⇒ 00:13:32.910 Awaish Kumar: And in GHL, when somebody adds
96 00:13:33.170 ⇒ 00:13:39.350 Awaish Kumar: a ticket in that board, like, maybe the leads, that is maybe coming from Meta.
97 00:13:39.490 ⇒ 00:13:41.890 Awaish Kumar: And it had some lead, and
98 00:13:43.060 ⇒ 00:13:47.050 Awaish Kumar: Okay, whenever there is something in Leeds, that goes also…
99 00:13:48.460 ⇒ 00:13:56.119 Awaish Kumar: And, and, like, there’s no duplicates, right? Like…
100 00:13:56.400 ⇒ 00:14:00.249 Awaish Kumar: What if I had same people in both the platforms?
101 00:14:02.440 ⇒ 00:14:05.450 feliciahernandez: What if you had what in both platforms?
102 00:14:05.680 ⇒ 00:14:09.740 Awaish Kumar: For example, if maybe I add someone into the…
103 00:14:09.900 ⇒ 00:14:17.930 Awaish Kumar: GHL, but I don’t know yet. For example, I’m the… I’m your colleague, and I added engineering myself.
104 00:14:18.130 ⇒ 00:14:19.900 feliciahernandez: And then the…
105 00:14:19.900 ⇒ 00:14:23.969 Awaish Kumar: System might try to copy from both.
106 00:14:24.230 ⇒ 00:14:26.049 Awaish Kumar: to here and there, so, like…
107 00:14:26.780 ⇒ 00:14:30.849 Awaish Kumar: How… how that happens? What happens in that case?
108 00:14:31.280 ⇒ 00:14:46.709 feliciahernandez: Yeah, so when you create it, so we never create a contact in GHL, like, except Meta doing that, right? Meta, it goes through GHL, and all of the things, but if you do go into Zenoti, and I do,
109 00:14:48.580 ⇒ 00:14:52.320 feliciahernandez: If I, say, create a new guest.
110 00:14:56.360 ⇒ 00:15:09.840 feliciahernandez: So if I, like, do add guest or something, and then I put my first name, and then last name, and then the email, and I try to go and save it at the bottom, it’ll say, this person already has been created as a guest. So it, like, won’t let you do that.
111 00:15:09.840 ⇒ 00:15:15.439 Awaish Kumar: Well, okay, if it is… Okay, so that check is happening maybe on email, right?
112 00:15:15.900 ⇒ 00:15:17.380 feliciahernandez: Yeah, exactly.
113 00:15:19.420 ⇒ 00:15:21.550 Awaish Kumar: Understood.
114 00:15:22.470 ⇒ 00:15:24.089 Awaish Kumar: Okay.
115 00:15:25.050 ⇒ 00:15:31.550 Awaish Kumar: I think I get it, like, the… I… that’s what… all I wanted to know, the… the… the main…
116 00:15:32.220 ⇒ 00:15:34.000 Awaish Kumar: Features we need right now.
117 00:15:34.030 ⇒ 00:15:35.140 feliciahernandez: Okay, cool.
118 00:15:35.700 ⇒ 00:15:41.879 Awaish Kumar: how they are originating, so I understand that in GHL, normally we don’t get any profile, it comes from beta.
119 00:15:42.090 ⇒ 00:15:49.920 Awaish Kumar: And then it flows from GHL to ZenoT through that automated swing.
120 00:15:50.030 ⇒ 00:16:02.089 Awaish Kumar: And then what is in the ZenOT. Most of the changes I see, they are happening in ZenOT, like, bookings or payments, right? And then they reflect back to GHL.
121 00:16:02.480 ⇒ 00:16:03.000 feliciahernandez: Yeah.
122 00:16:03.410 ⇒ 00:16:07.329 Awaish Kumar: And only the calls thing is… now I’m con…
123 00:16:07.330 ⇒ 00:16:13.420 feliciahernandez: thing, yeah, and I did kind of want to show you, too, in GHL, so, like, in our automations.
124 00:16:14.620 ⇒ 00:16:18.589 feliciahernandez: So, for example, like, our Dysport special…
125 00:16:22.300 ⇒ 00:16:30.630 feliciahernandez: Okay, so… We have this thing, so, like, This is capable of moving…
126 00:16:30.840 ⇒ 00:16:35.039 feliciahernandez: Them from… to, like, be booked in a certain pipeline?
127 00:16:35.210 ⇒ 00:16:51.660 feliciahernandez: So, like, once they do book, right, we have this on the back end that it moves them into the booked appointment pipeline, if that makes sense. So they just have to know, they just have to talk to each other, it doesn’t have to, like, physically move it into that pipeline, if that makes sense, because we have that, like, on the back end.
128 00:16:52.310 ⇒ 00:16:57.310 Awaish Kumar: Yeah, I understand, like, what, like, what I want… what I mean is, when somebody books.
129 00:16:57.550 ⇒ 00:17:03.460 Awaish Kumar: that signal that, through some API call, has to go to go high level, that, okay, this person…
130 00:17:03.680 ⇒ 00:17:04.270 Awaish Kumar: Good book.
131 00:17:04.270 ⇒ 00:17:04.780 feliciahernandez: Yep.
132 00:17:04.950 ⇒ 00:17:10.710 feliciahernandez: Yeah, exactly. Exactly. Do you need me to show you how we book someone in GHL, or in Zanoti?
133 00:17:11.950 ⇒ 00:17:13.939 Awaish Kumar: Is that helpful, or no?
134 00:17:15.109 ⇒ 00:17:16.309 Awaish Kumar: Okay, yeah, you can sh…
135 00:17:16.680 ⇒ 00:17:24.719 feliciahernandez: Yeah, so we would just, like, double-click here. I would put, the name…
136 00:17:25.089 ⇒ 00:17:30.759 feliciahernandez: Of who I’m looking for, and then put in, like, talks appointment, or whatever it is.
137 00:17:31.100 ⇒ 00:17:31.820 Awaish Kumar: Okay.
138 00:17:31.820 ⇒ 00:17:34.129 feliciahernandez: And then that’s just how that gets saved, so…
139 00:17:34.650 ⇒ 00:17:35.310 Awaish Kumar: Okay.
140 00:17:35.740 ⇒ 00:17:36.230 feliciahernandez: Yep.
141 00:17:36.230 ⇒ 00:17:40.619 Awaish Kumar: I… yeah, that’s… I just need to understand what’s going on in the back end, right?
142 00:17:40.620 ⇒ 00:17:41.340 feliciahernandez: Very cool.
143 00:17:41.870 ⇒ 00:17:44.900 Awaish Kumar: And then,
144 00:17:45.240 ⇒ 00:17:57.839 Awaish Kumar: Yeah, that pipeline was also for, like, if I set an opportunity with some status, like, booked, using this pipeline will actually, in that board, will move it to booked, right?
145 00:17:58.130 ⇒ 00:17:58.730 feliciahernandez: Yeah.
146 00:17:59.340 ⇒ 00:18:05.819 Awaish Kumar: Yeah, so… but how… that… the call forwarding will happen? I will just have to go back and…
147 00:18:05.820 ⇒ 00:18:06.450 feliciahernandez: Okay.
148 00:18:06.450 ⇒ 00:18:12.269 Awaish Kumar: to my team members, and then, yeah, I think we… we are good here. And…
149 00:18:13.110 ⇒ 00:18:15.100 Awaish Kumar: to ping you if I have anything.
150 00:18:15.560 ⇒ 00:18:16.270 feliciahernandez: Okay.
151 00:18:16.430 ⇒ 00:18:17.630 Awaish Kumar: Okay, thank you.
152 00:18:17.630 ⇒ 00:18:19.259 feliciahernandez: That sounds good, thank you so much.