Two way
HighLevel starts the integration and changes made in Salesforce flow back into HighLevel as well.
- You pick whether HighLevel or Salesforce leads in a conflict
- Changes on either side travel
- Nothing bounces back and forth
CRM Connector Platform
From HighLevel lead to Salesforce opportunity
HighLevel captures leads and books calls, Salesforce is where sales closes them. CRM Connector keeps contacts the same in both and brings HighLevel opportunities into Salesforce, so a lead handed to sales arrives complete.
- Private Integration Token for HighLevel
- Either system can lead
- 7 day free trial
Contacts both ways, opportunities into Salesforce
- Contacts
- Opportunities
At a glance. Contacts stay the same on both sides, and opportunities arrive in Salesforce. Below: which field matches which, and what every change does.
Your choice
Two way or one way
Keep both systems identical, or let one feed the other. You decide per record type.
One way
HighLevel feeds Salesforce and Salesforce changes stay in Salesforce.
- HighLevel stays the source of truth
- Salesforce always has the latest customers
- Switch to two way later
Fine tune it:Everyone, customers only or leads onlyEvery 30 minutes up to every 3 days
Record by record
What travels, and what each change does
Pick a record type and the system where a change starts. On the left, which field matches which and when it travels; on the right, what that change does on the other side.
Starts in
Fields- First nameBoth waysFirst name
- Last nameBoth waysLast name
- Account nameWhen createdBusiness name
- EmailBoth waysEmail
- Business phone, or mobileBoth waysPhone
- Mailing addressBoth waysAddress
- On a won opportunityEach works it outContact type
- Lead sourceOnly in SalesforceNot in HighLevel
It happens in Salesforce, then in HighLevel
A new contact
Looked for in HighLevel with its own duplicate check, email first, then phone, and updated when found.
Name, email, phone or address changes
The same change is made to the HighLevel contact on the next sync.
The company changes later
Not carried: the account name reaches HighLevel when the contact is created.
- Before anything is created the other system is searched first, so nothing is created twice. Duplicate rules in your org win: when one points at a single existing record, that one is updated instead.
- A contact on a won opportunity counts as a customer for the customers only and leads only filters. Nothing writes a customer flag into Salesforce, which has no such field on a contact.
How a sync runs
One sync, step by step
What happens every time the integration runs, in the order it really happens. Pick which system leads and watch the records move.
Which system leads?
Connections
CRM
Step 1 of 8
Both connections are checked
Credentials for Salesforce and HighLevel are checked and sign in tokens refreshed automatically. If a connection was removed on either side, the integration pauses and you get one message with a reconnect button.
Conflicts
When both sides changed the same record
- For each two way record type you choose whether Salesforce or HighLevel leads. The leading side always runs first in a sync.
- It only matters when the same record changed in both systems between two syncs. Every other change simply travels.
- A record is never moved backwards by a sync: a paid invoice is not reopened, a decided quote is not undecided.
Between two syncs
The phone number of the same contact is changed in both systems
Leading system
+1 415 555 0101+1 415 555 0199Two different values. Run the sync to see which one both systems end up with.
Good to know
What is particular to this pair
What holds for Salesforce or HighLevel on its own is on its own page.
- HighLevel starts the integration
- It can only be the source; Salesforce changes still flow back on two way.
FAQ
Questions about Salesforce and HighLevel?
Every answer below is true for the app as it runs today. If something is not covered, ask us and we will answer in plain words.
Contacts both ways, and HighLevel opportunities one way into Salesforce opportunities.
No. Before anything is created in Salesforce or HighLevel, the platform looks for the same record first and updates that one instead. Records synced before stay linked.
The platform notices on the next sync, pauses the integration and sends you one message with a reconnect button. Reconnecting takes one step, and syncing picks up where it left off without creating anything twice.
From every 30 minutes up to every 3 days, depending on your plan. Every plan includes a 7 day free trial.
Ready to connect Salesforce and HighLevel?Start your 7 day free trial
Sign in to Salesforce and HighLevel, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.