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37 contributions to CRM Connector
Is CRM Connector getting updated or something
It does not appear to be coming up inside of GHL at all for me and another member? Is this a GHL issue or a CRM Connector issue?
0 likes • 1d
Yes, there was an update. Its back live.
CRM Questions
Hello, I’m onboarding my first client and just have a few question About what to select, add or not add on while connecting customers CRM with CRM connector. I’m only doing Google reviews, reviews Reactivation and SEO. I attached images for all my questions. 1. Tags and custom fields tab: do I need to add any custom fields or are the custom fields provided enough? 2.Filter configuration tab: (import contacts from housecall pro): Do I ONLY select, “contacts with completed jobs,” right? I don’t want to select “contacts identified as leads,”correct?” 3.Filter configuration tab: (import Calendar events from housecall Pro) I’m assuming we don’t worry about calendar events, right? 4.Filter configuration tab: (import transactions from housecall pro) which filters do we want to select for importing transactions from housecall pro?
CRM Questions
1 like • 29d
Hi Enrique, I send u a message in the skool community of Clay
CRM connector help
I added CRM connector on clients sub account, but it doesn't let me choose my clients CRM. all the CRMS are light grey and i am unable to select. any ideas what im doing wrong?
1 like • May 30
Have you tried opening it through mobile or a different browser? Which one are you using right now?
0 likes • 30d
@Enrique Silva Does it work now?
CRM Connector Question
CRM Connector use to have a link we could send to our client to get themselves connected. For example instead of having the client login to GHL. They could click the link an go through the steps. Is that still possible. If it is, I can't seem to find the link to send to my client?
1 like • May 30
@Jackie OQuinn Onboarding link button can found right in our app. Make sure to open it from your agency view and not within a sub-account.
QuickBooks help
Hi Team. I have tried everything and can't figure out why only some data is syncing from my QuickBooks into GHL. Only a couple of contacts were synced with the 'initial-sync-customer' and 'new-sync-customer' tag out of ~100 customers. If there is anyone that is an expert at this integration I would appreciate any help or guidance where to look. Thanks so much!
0 likes • May 25
@Ajay Singh Hi Ajay, please send me the details of the connected subaccount privately and Il take a look.
1-10 of 37
Twan Roelofsen
3
24points to level up
@twan-roelofsen-8840
Developer & Founder of CRM Connector

Active 14m ago
Joined Nov 27, 2025
Netherlands