Simpro and HighLevel

Every Simpro quote followed up from HighLevel

Every approved Simpro quote becomes an opportunity in your HighLevel pipeline that moves when the customer answers, and job bookings land in your HighLevel calendar, so your workflows can chase quotes and confirm visits by themselves.

Create this setup How syncing works

Only approved quotes travel
Won or lost with the customer's answer
Your own pipeline and calendar

Quote in SimproSwitchboard upgrade$3,850
In progress
Opportunity in HighLevelQuote 2041$3,850
Not created
Quote in SimproSwitchboard upgrade$3,850
Pending
Opportunity in HighLevelQuote 2041$3,850
Open

Every step runs on its own, on each sync.

How it works

From an approved quote to a booked job

What happens on every sync, and where your team takes over.

1In Simpro
Your customers reach HighLevel
- Simpro customers become HighLevel contacts, and with both ways on, HighLevel contacts become Simpro customers.
2In Simpro
The quote is approved
- Once a quote is cleared to go to the customer, it becomes an opportunity named after it in your first HighLevel pipeline, with the quote total as its value.
- Quotes still being built or waiting for approval stay in Simpro.
3In HighLevel
The customer answers
- Accepted in Simpro, or converted into a job, moves the opportunity to won. Declined or archived moves it to lost.
- A closed opportunity is never reopened.
4In HighLevel
The job is booked
- Every Simpro job schedule becomes an appointment in the HighLevel calendar you name, for the job's customer, at the site's address.
- Moving the booking in Simpro moves the appointment; a completed job marks it as showed.

Every field of Simpro and HighLevel, record by record How Simpro behaves How HighLevel behaves Plans and the free trial

Ready when you are

Create this setup in one click

This button sets up the integration for you in CRM Connector, with everything on this page already chosen. All that is left is connecting your two systems and pressing start.

Create this setup

Filled in for you

Contacts, Simpro into HighLevel
Approved quotes become opportunities
Job schedules become appointments

On the Specific filters step you can also switch on the tags customer, overdue and job completed.

The setup opens, filled inSimpro and HighLevel are chosen and the record types below are ticked, exactly as on this page.
No account yet? No problemSign in or create an account first, and you land straight back in this setup afterwards.
You connect and checkSign in to both systems, look over the fields and filters, and change anything you like. Nothing syncs until you press Start syncing.

Set it up your way

Your choice, your rules

Run one of these, or both side by side.

Where your sales start

For teams that quote straight from Simpro.
Every approved quote gets its own opportunity in HighLevel, ready for your follow up workflows.

Each runs as its own integration, and they never loop: an opportunity made from a Simpro quote never comes back as a new lead.

What you decide

From which date
Only quotes approved on or after the date you pick travel, so old quotes never fill your pipeline. Job bookings travel from that date on, or from 30 days back when no date is set.
Which customers
Optionally only customers with a Simpro tag you choose start to travel.

Also works with