Connect GoHighLevel

Two-way sync for customer records + outbound SMS write-back.

What this integration does

GHL → SunrAI:

• New contacts mirror as SunrAI customers
• Inbound conversations + SMS flow into the customer's communication log
• Opportunity status changes sync to project status

SunrAI → GHL:

• Outbound SMS sent from SunrAI writes back to the GHL conversation
• Customer field updates push to the matching contact
• Opportunity creation when a SunrAI project is created

Steps

1. 1

   Open Integrations → GoHighLevel

   Settings → Integrations → GHL.

2. 2

   Sign in with OAuth

   Click Connect. GHL will ask you to pick which sub-account (location) to grant access to.

3. 3

   Pick mapping rules

   Match GHL pipelines to SunrAI project statuses. The defaults work for most teams; tweak only if your pipeline has unusual stages.

4. 4

   Run initial backfill

   Tap Backfill last 90 days to pull historical contacts and conversations. Runs in the background; you'll get a notification when complete.

Caveats

• Voice/call sync is not yet wired. SMS and conversation text only.
• Reply-handler (auto-route inbound replies to the right human) is planned but not live.