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: Top-right avatar menu → 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.
Your GoHighLevel history shows up on the partner's timeline. Notes, to-dos and appointments you recorded in GoHighLevel appear on the partner's Activity tab. See the next section for exactly what is kept.
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.
What Shows On The Timeline
Open any partner you brought over from GoHighLevel and their Activity tab shows what you already recorded there.
Notes, to-dos and appointments appear in full. These are your own records, so they read here the way they read in GoHighLevel: the title, what you wrote, the date, and for an appointment where it was held. An appointment that has already happened also moves that partner's "last contacted" date, so your assistant stops nudging you about someone you met last week. An appointment you cancelled or that nobody showed up to is marked as such rather than counted as a meeting that happened.
Every row links back to the contact in GoHighLevel. GoHighLevel has no separate page for a single note or appointment, so the link opens that contact's record, which is where you would look for it anyway.
Only the contacts you imported as partners are read. Activity on the rest of your location is never touched, and nothing from GoHighLevel ever lands in Inbox Review. It is history you already filed, not mail waiting on a decision from you.
History goes back 12 months, and it arrives a few partners at a time rather than all at once, so a busy location does not flood your timeline on day one.
Give it up to 30 minutes. ReferralPulse checks for new GoHighLevel activity on a half-hourly schedule, so something you record there shows up here within about that long.
Texts, calls and emails need one more permission. GoHighLevel keeps them in Conversations, and reading Conversations needs permission your current connection does not have. Once that permission is available, reconnecting switches it on: texts and chat messages appear in full, calls appear with their length and never a recording or a transcript, and an email appears as a short summary with a link to open the original in GoHighLevel. Your assistant reads an email once, keeps a line or two you can use to prepare for a meeting, and does not keep the email text, which is deleted after 7 days. That is the same rule that applies to a connected Gmail or Outlook mailbox.
Custom Fields
GoHighLevel lets you add your own contact fields, and whatever you called them, your assistant can read them. On the field mapping screen for GoHighLevel your location's own fields are listed alongside the standard ones, so a field like "Referral Source" or "Practice Areas" can be pointed at the partner field where you want it to land. Nothing is mapped for you, because only you know what your fields mean, and anything you leave unmapped is simply not imported.
If you connected GoHighLevel before this was added, your connection doesn't yet have permission to read those field definitions, and the mapping screen will say so. Go to Settings → Integrations → GoHighLevel and reconnect once. Your synced partners, your opportunity links and your referral history all stay exactly as they are, and your custom fields show up on the mapping screen afterward.
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.