Does this sound familiar?

No integration possilbility

Current solutions for connecting CRM systems to GHL are limited, especially when relying on Zapier. We have a better way.

Not getting a clientlist

Some business owners struggle to locate their client list. With our platform, the client list uploads automatically and effortlessly in the blink of an eye.

Integration set up taking munch time

Integrating systems can be time-consuming and overly technical. We streamline the process to save you and your clients valuable time.

How Customer and Lead Filtering Works

When setting up a connection, you can choose to sync customers, leads, or both. Contacts are identified by their customer or lead tags.

Selecting Customers: Only contacts who have received or paid at least one invoice will be pulled from the CRM. These are considered active customers.

Selecting Leads: Only contacts who have never received or paid an invoice, and do not have a job marked as completed, will be pulled. These are considered leads.

When both options are selected: All customers and leads will be uploaded to the connected GHL sub-account. Each contact is identified using specific tags.

Check the tag overview below to learn the difference between lead and customer tags.

Tag overview GHL Connector

This overview explains the tags & custom fields that are added to contacts in GoHighLevel during CRM syncs

handled by the GHL Connector.

Tags and Custom Fields Overview
Tags
Custom Fields
initial-sync-lead
Tag Description

Existing CRM contact who has never received or paid an invoice.

Filter: Lead
Phase: Initial sync
new-sync-lead
Tag Description

Newly added CRM contact who has never received or paid an invoice.

Filter: Lead
Phase: New sync
initial-sync-customer
Tag Description

Existing CRM contact who has received or paid at least one invoice.

Filter: Customer
Phase: Initial sync
new-sync-customer
Tag Description

Newly added CRM contact who has received or paid at least one invoice.

Filter: Customer
Phase: New sync
Important Note

When a new sale is made, the system automatically updates the "last sale date" custom field in the contact's additional information. No "new-sync-sale" tag is added.

last sale date
Custom Field Description

Automatically updated when a new sale is made. This field tracks the most recent date when a customer made a purchase.

Location: Additional Info
Updates: Automatic on new sale
Type: Date

How Customer and Lead Filtering Works

When setting up a connection, you can choose to sync customers, leads, or both. Contacts are identified by their customer or lead tags.

Selecting Customers: Only contacts who have received or paid at least one invoice will be pulled from the CRM. These are considered active customers.

Selecting Leads: Only contacts who have never received or paid an invoice, and do not have a job marked as completed, will be pulled. These are considered leads.

When both options are selected: All customers and leads will be uploaded to the connected GHL sub-account. Each contact is identified using specific tags.

Check the tag overview below to learn the difference between lead and customer tags.

Tag overview GHL Connector

This overview explains the tags & custom fields that are added to contacts in GoHighLevel during CRM syncs

handled by the GHL Connector.

Tags and Custom Fields Overview - Mobile
initial-sync-lead
Tag Description
Existing CRM contact who has never received or paid an invoice.
Filter: Lead
Phase: Initial sync
new-sync-lead
Tag Description
Newly added CRM contact who has never received or paid an invoice.
Filter: Lead
Phase: New sync
initial-sync-customer
Tag Description
Existing CRM contact who has received or paid at least one invoice.
Filter: Customer
Phase: Initial sync
new-sync-customer
Tag Description
Newly added CRM contact who has received or paid at least one invoice.
Filter: Customer
Phase: New sync
Important Note

When a new sale is made, the system automatically updates the "last sale date" custom field in the contact's additional information. No "new-sync-sale" tag is added.

last sale date
Custom Field Description
Automatically updated when a new sale is made. This field tracks the most recent date when a customer made a purchase.
Location: Additional Info
Updates: Automatic on new sale
Type: Date

STILL NOT SURE?

FAQ

No answer to your question? Feel free to send us a message!

What is an API key?

An API key is a unique identifier used to authenticate and authorize access to a specific application or system. It acts as a secure "password" that allows developers to connect to and interact with external platforms or services. You can find this key in the settings of a system.

How do I get the API key from the client?

To obtain the API key from the client. Ask the client to log into their account on the relevant platform .Guide them to the API settings or developer section, where the API key is typically located. Ensure they copy and share the API key securely. If the client is unsure, you can provide step-by-step instructions or a short guide.

Do I ever need to reconnect the connection?

No, once the connection is set, you don’t need to reconnect. The only time you might need to reconnect is if the client makes changes to their settings on their end.

Can I cancel anytime?

Yes! You can cancel at any time. We don’t use contracts, so you’re free to stop whenever you like.

How often is the data synced?

The system syncs data every 2 hours. You can view the sync activity directly in your dashboard.

STILL NOT SURE?

FAQ

No answer to your question?

Feel free to send us a message!

What is an API key?

An API key is a unique identifier used to authenticate and authorize access to a specific application or system. It acts as a secure "password" that allows developers to connect to and interact with external platforms or services. You can find this key in the settings of a system.

How do I get the API key from the client?

To obtain the API key from the client. Ask the client to log into their account on the relevant platform .Guide them to the API settings or developer section, where the API key is typically located. Ensure they copy and share the API key securely. If the client is unsure, you can provide step-by-step instructions or a short guide.

Do I ever need to reconnect the connection?

No, once the connection is set, you don’t need to reconnect. The only time you might need to reconnect is if the client makes changes to their settings on their end.

Can I cancel anytime?

Yes! You can cancel at any time. We don’t use contracts, so you’re free to stop whenever you like.

How often is the data synced?

The system syncs data every 2 hours. You can view the sync activity directly in your dashboard.

At GHL Connector, we are a helping entrepreneurs streamline their workflows by seamlessly integrating systems into GHL. Simplify your operations and save time with our powerful connection tool.

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© Copyright 2025. GHL Connector. All Rights Reserved.

At GHL Connector, we are a helping entrepreneurs streamline their workflows by seamlessly integrating systems into GHL. Simplify your operations and save time with our powerful connection tool.

© Copyright 2025. GHL Connector. All Rights Reserved.