Tag & Custom Field Overview

CRM Connector automatically classifies every synced contact as a lead or customer, applies the right tags, and fills in custom fields — so your GoHighLevel automations work from the very first sync.

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System tags

CRM Connector creates and applies these tags in your GoHighLevel location automatically. Each tag represents a specific classification result during sync.

initial-sync-customer

Initial sync

Applied to contacts classified as customers during the first sync. This tag appears on contacts that have existing service history, paid invoices, or meet your customer criteria in the source CRM.

initial-sync-lead

Initial sync

Applied to contacts classified as leads during the first sync. This tag appears on contacts that do not yet have service history or paid invoices in the source CRM.

new-sync-customer

Recurring sync

Applied during recurring syncs when a new customer is found or when a previously tagged lead transitions to customer status. This happens when a contact meets customer criteria for the first time after the initial import.

new-sync-lead

Recurring sync

Applied during recurring syncs when a new lead is discovered. This tag appears on contacts that meet lead criteria but were not part of the initial import.

Custom fields

CRM Connector creates these custom fields in your GoHighLevel location during the first sync. They are updated automatically on every subsequent sync when new data is available.

LastServiceDate

Stores the date of the most recent service, job, or transaction from the source CRM. Updated automatically during each sync when new service data is available.

LeadStatus

Stores the current lead or customer status text as determined by the source CRM. Reflects the classification result from the most recent sync.

LastServiceTotal

Stores the monetary value associated with the most recent service or transaction. Pulled from invoices, jobs, or orders in the source CRM.

ExternalContactId

Stores the unique contact identifier from the source CRM. Used by CRM Connector to track and match contacts across systems during sync.

CurrentJobStage

Stores the current job or project stage from the source CRM. Only populated when the connected integration provides stage-level data.

PreviousJobStage

Stores the previous job stage before the most recent change. Useful for tracking how jobs progress through your pipeline.

JobStageChangeDate

Stores the date when the job stage was last updated. Only populated when stage-change data is available from the source CRM.

DynamicCustomField

An optional field used by specific connectors to pass through additional values. The exact data stored depends on the integration and sync configuration.

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CRM Connector creates four system tags: initial-sync-customer and initial-sync-lead (applied during your first import) and new-sync-customer and new-sync-lead (applied during recurring syncs). These tags are applied automatically based on classification logic specific to each integration.

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Tags from day one

Contacts are tagged automatically on the first sync.

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