Integration
GoHighLevel
Your pipeline kept honest, and every booking and missed call turned into a job on the board.
What it does with GoHighLevel
It connects to your GoHighLevel and reads contacts, pipeline stages, calendar bookings, conversations, missed calls and lead source. When a booking lands, it creates the visit on your job board and tells the crew. When a call is missed, it texts back within seconds. When an invoice is paid in full, it moves the contact along and asks for the review. Every Monday you get leads by source with the ones nobody quoted. It leaves the pipelines and automations you or your agency built exactly as they are.
When someone books on our GoHighLevel calendar, create the estimate visit on the board and tell the crew.
Every Monday, leads by source, and which ones haven't been quoted.
Text back every missed call within seconds and get them booked.
When an invoice is paid in full, move the contact to the review stage and ask for the review.
What it reads, what it writes
- Refreshes
- Every day, and the moment something changes where the system tells us.
- Cleans
- Duplicates, blanks and conflicts in what it reads, logged with before and after.
- Who wins
- GoHighLevel stays your system of record for what it holds. It never overwrites a record you changed by hand without telling you.
Questions
- Will it change the automations my agency set up?
- No. It works on top. Tell it what GoHighLevel already does and it won't do it twice.
- Will it text a lead without me?
- Not until you've approved the first message of that kind.