SureConnect integrates with GoHighLevel (GHL) to sync call data, contacts, and deal outcomes to your CRM automatically. When a call connects or an agent logs a disposition, the data flows to GHL without manual entry.
What syncs to GHL
- Contacts — Caller phone number, name (if CNAM enabled), and state are synced as a CRM contact.
- Opportunities — Sale dispositions create opportunities in your GHL pipeline.
- Notes — Agent notes from the disposition are added to the contact record.
- Tags — Campaign name and disposition outcome are added as contact tags.
- Custom fields — Intake form data can be mapped to GHL custom fields.
Steps
- 1
Go to Settings
Click Settings in the left sidebar.
- 2
Find the GoHighLevel section
Scroll to the GoHighLevel integration section.
- 3
Click Connect
Click Connect GoHighLevel. You will be redirected to GoHighLevel's authorization page.
- 4
Authorize SureConnect
Log in to your GHL account and authorize SureConnect to access your data. Select the location (sub-account) you want to connect.
- 5
Verify the connection
After authorization, you will be redirected back to SureConnect. The status should show Connected with your GHL location name displayed.
Field mapping
Go to Settings > GHL Mapping to configure how SureConnect's intake form fields map to your GHL custom fields. This ensures that data collected by agents during calls flows to the correct fields in your CRM.