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Quote Agent

CRM & webhooks

Send every quote to your CRM — by webhook to any system, or straight into GoHighLevel as a contact, note and pipeline opportunity.

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Your Quote Agent can keep your CRM up to date as quotes are created, sent and answered. Set it up under Quote Agent → Channels & settings → Your CRM. You can use either option or both.

Webhook (any CRM, Zapier, Make)​

Quote events are sent to your workspace webhook — the same URL used for lead webhooks. Click Set the webhook URL if you don't have one.

EventWhen
quote.createdThe agent prepared a quote (including Needs inspection).
quote.sentThe quote was delivered to the customer.
quote.acceptedThe customer accepted.
quote.declinedThe customer declined.

Each event is a POST with a JSON body:

{
  "event": "quote.sent",
  "occurredAt": "2026-10-02T15:04:05.000Z",
  "workspace": { "id": "665f0a1e77...", "name": "Torque Auto Service" },
  "quote": {
    "id": "6700c1d2e3...",
    "number": 1042,
    "status": "sent",
    "source": "voice",
    "jobType": "Front brakes",
    "customer": { "name": "Dana Ruiz", "phone": "+18135550100", "email": "dana@example.com" },
    "details": { "vehicle": "2019 Ford F-150", "rotors_replaced_recently": "no" },
    "lines": [
      { "name": "Front brake pads", "qty": 1, "unitPrice": 115.7, "amount": 115.7 },
      { "name": "Front rotors", "qty": 2, "unitPrice": 184.6, "amount": 369.2 },
      { "name": "Labor", "qty": 1.8, "unitPrice": 140, "amount": 252 },
      { "name": "Shop supplies", "qty": 1, "unitPrice": 25, "amount": 25 }
    ],
    "subtotal": 761.9,
    "tax": 57.14,
    "total": 819.04,
    "currency": "USD",
    "needsInspection": false,
    "inspectionReason": null,
    "validUntil": "2026-11-01T15:04:05.000Z",
    "quoteUrl": "https://.../public/quotes/c/6700c1d2e3.../...",
    "createdAt": "2026-10-02T14:58:12.000Z"
  }
}

source is voice, chat, form or owner. Amounts are in dollars. quoteUrl is the customer's quote link and is filled in once the quote is sent. Quotes that need an inspection have null totals and needsInspection: true.

note

Each event is sent once. Your endpoint should answer with a 2xx status.

GoHighLevel​

Connect GoHighLevel directly and Chatley keeps the contact and pipeline in step with each quote:

WhenIn GoHighLevel
A quote is createdThe customer is added or updated as a contact (tagged chatley-quote) and a note records the quote.
The quote is sentA note with the quote link, and an open opportunity for the total in the pipeline stage you choose.
The customer accepts or declinesA note, and the opportunity is marked won or lost.

To connect:

  1. In GoHighLevel, create a Private Integration token for your sub-account with access to contacts and opportunities.
  2. In Your CRM → GoHighLevel, paste the Private Integration token and your Location ID.
  3. Optionally add the Pipeline ID (for opportunities) and Stage ID for sent quotes. Without them, Chatley adds contacts and notes but no opportunities.
  4. Save. The section shows Connected.

The token is stored encrypted and is never shown again. To remove it, click Disconnect GoHighLevel.

Next steps​