Integrations

Column mapping

Pulls recent messages from the channel your GoHighLevel workflow forwards into, matches them to leads by name, and shows them in each lead's activity feed labelled "from Slack". Manual updates remain the source of truth.

Matches each lead's fathom.video recording to a Fathom meeting (by prospect name in the meeting title), pulls the transcript and writes a short 2–4 sentence summary into the lead's call notes, plus an activity entry labelled "from Fathom transcript". Leads that can't be matched are skipped, never overwritten.

Signs in to Harry's CRM backend so we can read what RLS allows for that account (booked calls and SMS threads). Credentials are stored server-side only. Nothing is authoritative for cash, revenue, status, objection, notes and recording link on leads that match by name. New calls booked after this sync went live are auto-added as leads. Runs automatically every 5 minutes; the button below forces an immediate run.

Mirrors completed calls from Harry's CRM straight into GHL on the same 5-minute sync: finds or creates the contact, applies the call complete tag plus the objection tag, and moves the opportunity to the matching pipeline stage (No Show / Call Finished — No Close / Won). Reads current GHL state first, so re-runs are a no-op. Paste the private integration token (Contacts, Opportunities, Tags scopes) below — it is stored server-side only.