Appointment Scheduling
DrChrono to GoHighLevel Appointment Sync
When a DrChrono appointment is updated, this workflow checks GoHighLevel for the matching patient and either tags the existing contact or creates a new one - keeping your CRM perfectly in sync.
DrChrono
→
Keragon
→
GoHighLevel
Every appointment in DrChrono means someone has to manually update GoHighLevel for follow-up. That's not a system — that's busywork.
Who this is for
This template is built fo you if:
- You use DrChrono as your EHR and GoHighLevel for CRM and marketing automation
- Your team is manually syncing appointment data between your EHR and your CRM
- You want your sales and care teams working from the same up-to-date patient data
- You're a clinic running both clinical and marketing ops that need to stay connected
How it works
- A new appointment is created or updated in DrChrono
- Keragon retrieves the full appointment and patient details
- The workflow checks if the patient already exists as a contact in GoHighLevel
- If found, their CRM contact is updated with the latest appointment information
- If not, a new contact is created in GoHighLevel with the patient and appointment data
Key benefits
- DrChrono and GoHighLevel always stay in sync — no manual copying
- Patient contacts in your CRM are always current and accurate
- Enables automated CRM follow-ups triggered directly by appointment events
- Saves hours of admin time per week for multi-system clinics
How to get started
1
Click “Run this workflow”
You’ll be prompted to sign up or log in to your Keragon account. Once inside, you’ll land on your dashboard with a pre-filled prompt in the AI chat.
2
Generate the workflow with AI
Click the CTA in the chat to let Keragon AI build the workflow for you automatically - no manual setup needed.
3
Review and publish
Once the workflow is generated, configure and review it in the canvas, then publish with one click. Your automation will start running immediately.
Your AI prompt
This prompt will be automatically loaded in Keragon AI. Simply run it to generate your workflow, or copy and customize it first.
I use DrChrono as my EHR and GoHighLevel as my CRM.
When a new appointment is created in DrChrono, I want Keragon to sync that appointment to GoHighLevel. Retrieve the full appointment and patient details from DrChrono.
Then check if the patient already exists as a contact in GoHighLevel. If they exist, update their contact record with the latest appointment information.
If they don't exist, create a new contact in GoHighLevel with the patient details and log the appointment data.
I use DrChrono as my EHR and GoHighLevel as my CRM.
When a new appointment is created in DrChrono, I want Keragon to sync that appointment to GoHighLevel. Retrieve the full appointment and patient details from DrChrono.
Then check if the patient already exists as a contact in GoHighLevel. If they exist, update their contact record with the latest appointment information.
If they don't exist, create a new contact in GoHighLevel with the patient details and log the appointment data.
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