HeartBeatAgents

Lead Connector

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Manage contacts, opportunities, calendars, and conversations in Lead Connector.

What it does

Connects an agent to Lead Connector (GoHighLevel). Agents can list and create contacts, list and create opportunities, list calendars, list conversations, and send a message within one.

Setup

  1. Go to Settings → Integrations → Lead Connector.
  2. Click Connect and authorize via OAuth 2.0.
  3. Choose which location the agent should work with.
  4. Assign the connection to an agent.

Scopes requested

Read/write access to contacts, opportunities, calendars, and conversations, plus read access to locations, users, and workflows, scoped to what you authorize during setup.

Typical use

An agent that follows up with a lead the moment it's created, or one that moves an opportunity to the next pipeline stage once a condition you've described is met.

  • Integrations Guide: the full catalog and security model these connections share
  • HubSpot: a similar CRM connection with a different tool