Clients

How do I link a client to a GHL contact?

Open the client profile → tab Client info and enter the GoHighLevel contact ID. You'll find that ID in GoHighLevel at the relevant contact (in the URL or via Contact → Details).

Faster: click Find contact for a picker that searches GHL contacts and fills in the ID automatically. After saving, tasks are automatically synced. Make sure the GHL integration is active under Settings → Integrations.

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