GoHighLevel (GHL) Integration
The #1 CRM for agencies. Sync leads, tags, appointments, and call outcomes — instantly.
1. Connect Your GHL Account
- CloserX Dashboard → Integrations → GHL
- Click Connect
- Log in to GHL → Authorize
- Select Location (Subaccount)
2. Two-Way Sync
| Direction | Data |
|---|
| GHL → CloserX | New leads, tags, custom fields |
| CloserX → GHL | Call outcome, recording link, booked appt, AI summary |
3. Client-Specific Setup
- Clone integration per client
- Connect to client’s GHL subaccount
- Assign → Client sees only their data
- Whitelabel: Show client logo in call logs
Use GHL tags like ai-called, appt-booked to trigger automations.
