> ## Documentation Index
> Fetch the complete documentation index at: https://docs.closerx.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Import from CRM

> Sync leads directly from GoHighLevel, Salesforce, HubSpot, and 100+ CRMs.

## Import from CRM

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

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</CardGroup>

***

### Supported CRMs

| CRM             | Sync Type | Frequency   |
| --------------- | --------- | ----------- |
| **GoHighLevel** | Two-way   | Real-time   |
| **Salesforce**  | One-way   | Every 5 min |
| **HubSpot**     | Two-way   | Real-time   |
| **Pipedrive**   | One-way   | Hourly      |

***

### Setup: GoHighLevel (Most Popular)

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

***

### 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

***

### Form → CRM → CloserX Flow

```mermaid theme={null}
graph LR
  A[Website Form] --> B(GoHighLevel)
  B --> C[CloserX.ai]
  C --> D[AI Calls Lead]
  D --> E[Books Appt → Back to GHL]
```