Connecting GoHighLevel to ReferralPulse
If you run your business out of GoHighLevel, connecting it to ReferralPulse keeps your referral records and your pipeline in step. Your GoHighLevel contacts can be pulled in as partners, new opportunities you create for referred clients get linked to the right referral automatically, and when an opportunity is marked won or lost, the referral status here updates to match.
The connection is one-way. ReferralPulse reads contact and opportunity data from GoHighLevel. It never creates opportunities, never moves them through your pipeline, and never edits contacts in your GoHighLevel account.
Connecting your GoHighLevel account
Where to find it: Settings → Integrations tab → CRM & Practice Management → GoHighLevel → Connect.
Click Connect on the GoHighLevel row. You'll be sent to GoHighLevel's sign-in and install screen as a full-page redirect, not a popup, so don't be surprised when ReferralPulse steps aside for a moment. Sign in if you aren't already, choose the sub-account (location) you want to connect, review the access request, and approve it. When you come back, the GoHighLevel row flips to the green Connected state showing the location name and a last-synced time.
GoHighLevel connects at the sub-account (location) level. You pick one location to connect, and ReferralPulse reads from that location. Agency-wide installs that span many sub-accounts aren't supported, so connect from the specific location whose contacts and opportunities you want kept in step.
Because the GoHighLevel sign-in can open in a separate tab, the Connected badge may take a few seconds to appear after you approve. If the row still shows Connect after you finish, give it a moment or reopen Settings; the connection lands on its own once the install completes.
What gets synced
Once GoHighLevel is connected, here's what happens.
Contacts can be pulled in as partners. Click Sync on the GoHighLevel row to bring your location's contacts into ReferralPulse as partners. This is a manual action you run when you want it, not a constant background copy, so you decide when to refresh. Running it again later picks up new and changed contacts.
New opportunities auto-link to received referrals. When you create an opportunity in GoHighLevel for a client a partner referred to you, your assistant looks at your unlinked received referrals and tries to find a match. If the opportunity's contact email matches the referral's client email, the link is created automatically and you get a confirmation notification. If the match is less certain (a name match, or company plus a shared name token), you get a suggestion notification with a one-click confirm on the referral. If nothing matches, the opportunity is left alone.
Opportunity status flows into the referral. Once an opportunity is linked, its status drives the referral status here in real time. An opportunity marked won moves the referral to Won. An opportunity marked lost or abandoned moves it to Lost. An open opportunity keeps the referral as Open. The change shows up on the referral's activity timeline so it's clear the update came from GoHighLevel, and the notifications panel shows a matching banner.
Auto-link only fires for received referrals. Opportunities you create for clients you sourced yourself, not through a referral partner, are never auto-linked and never touched. The integration is scoped to the referrals a partner sent your way, where matching an opportunity to the referral is meaningful.
The status sync is the part that pays off day to day. Keep working your pipeline in GoHighLevel the way you always have, and the partner who sent you the work sees the outcome reflected on their side without you having to message them. See how the partner-side update works in the related articles below.
Disconnecting GoHighLevel
Where to find it: Settings → Integrations → CRM & Practice Management → GoHighLevel → Disconnect.
Disconnect asks you to confirm, then stops the sync. Your existing opportunity links and the sync history already written into the referral activity timeline are preserved, since they're part of the referral record on this side. Your synced partners stay too. Reconnecting later picks up where you left off.
On the iOS app
You can check whether GoHighLevel is connected from your phone, but the connect, sync, and disconnect buttons live on the web app today. Open Settings → Integrations on the web to make the change.
The auto-link and status sync run in the background regardless of which device you're on, so an opportunity you mark won on your laptop can show up reflected on a referral you open in the iOS app moments later.
Ask your assistant in the AI Chat something like "did the Henderson referral close yet," and it can read the synced status straight from the referral. No tab-switching to GoHighLevel to check.