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Import from CRM

Zero manual work. Sync leads in real-time from your CRM.

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Supported CRMs

CRMSync TypeFrequency
GoHighLevelTwo-wayReal-time
SalesforceOne-wayEvery 5 min
HubSpotTwo-wayReal-time
PipedriveOne-wayHourly
  1. Agency Dashboard → Integrations → GHL
  2. Connect your agency GHL account
  3. Select subaccount → pipeline stage → New Lead
  4. Map:
    • Phone → phone
    • First Name → first_name
    • Tags → tags
  5. Enable Auto-Sync
New leads → Instantly in CloserX → AI calls in <60 sec

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Client-Specific Import

  1. Clone CRM connection per client
  2. Connect to client’s GHL subaccount
  3. Assign → Client sees only their leads
  4. AI uses their pipeline stages in prompts

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Form → CRM → CloserX Flow