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GoHighLevel (GHL) Integration

The #1 CRM for agencies. Sync leads, tags, appointments, and call outcomes — instantly.

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1. Connect Your GHL Account

  1. CloserX Dashboard → Integrations → GHL
  2. Click Connect
  3. Log in to GHL → Authorize
  4. Select Location (Subaccount)

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2. Two-Way Sync

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3. Client-Specific Setup

  1. Clone integration per client
  2. Connect to client’s GHL subaccount
  3. Assign → Client sees only their data
  4. Whitelabel: Show client logo in call logs
Use GHL tags like ai-called, appt-booked to trigger automations.