Connect CRM and messaging services

CRM and messaging integrations let agents and workflows use business systems. Connecting a service establishes access; the workflow still needs to define what data or action to send.

Navigation pathConfiguration → Integrations → CRM or SMS messaging

PrerequisitesThe provider account, approved credentials and the intended use.

Usage steps

For GoHighLevel, open CRM and select Connect on its card.
Enter Integration Name and the API Key requested by the form. Review Set as Default, then select Add Integration when ready.
For messaging, open SMS messaging and inspect the available services. The category lists Atomic, TouchSMS and Twilio.
For connected Twilio, review the available numbers and capabilities. Use the displayed inbound SMS webhook when configuring an approved inbound-message route.
Configure the relevant agent function or automation action and test with a controlled contact before relying on the integration.

Connect CRM and messaging services — Figure 40. The GoHighLevel form captures the connection name, API key and workspace-default choice.

Expected result. The required CRM or messaging service is connected and ready for a configured workflow.

Practical notes and troubleshooting. SMS goes out from an SMS campaign or from a Send SMS step in an automation flow (Build and inspect an automation flow); both use the messaging connection configured here.

Build and inspect an automation flowAutomations connects a trigger to a sequence of actions. The visual editor includes conversation steps, routing, data operations and external integrations.Work with WhatsApp conversationsWhatsApp provides a conversation inbox for the workspace, synchronised through Twilio. Search for an existing thread or start a conversation with a known contact.