The integration of your CRM account with the Dialer is an important step to efficiently sync and manage leads/contacts between the two systems. Take a look at the sections below to get familiar with the setup process.
Setting up the integration between CRM and the Dialer requires two main steps:
Connecting Your CRM Account
If you haven’t already, you will need to connect your CRM account with the Dialer. To do this, you can follow these simple steps:
Navigate to the Profile Icon > Profile & Preferences > Integrations. Then, click "Go High Level Integration".
Log in to your GHL account (https://app.gohighlevel.com/). Then, click ADD ACCOUNT.
Next, select the location/account/subaccount you'd like to integrate with the Dialer.
Configuring Integration Settings
Pre-requisite:
The are two main parts of integration settings:
Sync Leads - Refer to Sync Leads: What do you need to know?
SMS Provider - Refer to SMS Provider Settings
