GoHighLevel

The GoHighLevel app brings a sub-account’s pipelines into the conversation. Once an admin connects it:

• Alerts post new opportunities, opportunities moving stage, opportunities won and lost, and new contacts into the channels you pick, within seconds.
• Link previews show an opportunity’s or contact’s details under any GoHighLevel link someone posts.
• /gohighlevel finds an opportunity or contact without leaving the conversation.
• Log to GoHighLevel adds any message to a contact as a note, with a link back to it.

GoHighLevel posts as its own member, GoHighLevel, so its cards are easy to tell apart from people.

Connect GoHighLevel

Only owners and admins can connect it.

1. Open Workspace settings → Integrations & apps → Integrations → CRM and find GoHighLevel, under Zoho CRM.
2. Click Connect GoHighLevel. GoHighLevel asks you to sign in and pick a sub-account. Pick the one your team works in and allow Freesbe.
3. You’re back in Freesbe with Connected next to GoHighLevel, and the sub-account’s name.

A workspace connects one sub-account. If your agency runs several, connect the one this team works in: Freesbe doesn’t connect an agency as a whole. Freesbe reads opportunities, contacts, pipelines and users, and adds notes when someone chooses Log to GoHighLevel. It doesn’t change or delete anything else.

Alerts

Under GoHighLevel alerts, click Add alert, then pick:

• Post to channel. Any channel, public or private. Alerts in a private channel are only visible to admins who are in it.
• Alerts to post:
  • New opportunities, as soon as one is added.
  • Opportunities moving stage, for example from New lead to Proposal sent.
  • Opportunities won and Opportunities lost, when an opportunity is marked won or lost.
  • New contacts, as they’re added to the sub-account.
• Smallest opportunity to post. Opportunities worth less are left out. New contacts always post.

Add more alerts to send different things to different channels: big opportunities to #leadership, new contacts to #sales. Each card shows the opportunity’s value, pipeline and stage, contact, company and owner, and an Open opportunity in GoHighLevel button.

From an alert’s ⋯ menu:

• Send a test alert posts a sample card, marked Sample alert, so you can see where alerts land.
• Edit changes the channel, the kinds of alerts or the smallest opportunity.
• Turn off pauses it, and Delete removes it.

Last alert under each one says when it last posted. Alerts start with what happens after you add them: Freesbe doesn’t post older opportunities. Opportunities marked abandoned don’t post.

Link previews

When someone posts a link to an opportunity or contact in your connected sub-account, such as app.gohighlevel.com/v2/location/…/contacts/detail/…, Freesbe adds a preview under the message. Up to three links in a message get a preview.

Everyone in the conversation sees the preview, including guests, so turn Show a preview under GoHighLevel links off in Integrations → CRM if your CRM details shouldn’t be shared that way. Links to other sub-accounts are left alone, and so are links on an agency’s own white-label domain.

Find a record with /gohighlevel

Type /gohighlevel and a name, an email address or an opportunity’s name in any conversation, for example /gohighlevel Contoso. The answer is only visible to you: matching opportunities and contacts, each a link that opens it in GoHighLevel.

Add a message to a contact

Hover over any message, click ⋯ and choose Log to GoHighLevel.

1. Type the contact’s email address or name. When the message is from a guest, their email address is already filled in.
2. Change the Note if you like. It starts as the message’s text.
3. Click Add note. When more than one contact matches, pick the right one and click Add note again.

The message goes on the contact in GoHighLevel as a note, with who wrote it, the channel and a link back to the message in Freesbe. You get a confirmation only you can see, with an Open contact button.

Disconnect

In Integrations → CRM, click Disconnect next to GoHighLevel. Alerts and previews stop, and /gohighlevel and Log to GoHighLevel go away. Your alerts are kept, so connecting again picks up where you left off. To remove Freesbe from GoHighLevel too, uninstall it from the sub-account’s apps in GoHighLevel.

If someone uninstalls Freesbe in GoHighLevel first, the GoHighLevel app shows Needs reconnecting: click Reconnect to bring it back.

Privacy and security

• Freesbe signs in to GoHighLevel with OAuth and keeps GoHighLevel’s access encrypted. GoHighLevel signs every alert it sends, Freesbe checks the signature, and each one is posted once.
• Freesbe doesn’t copy your CRM: alerts and previews are made from the record when they’re posted.
• Disconnecting deletes Freesbe’s access straight away.

Setting it up for a sales team? See Connect GoHighLevel to Freesbe. If alerts don’t show up, see GoHighLevel alerts aren’t posting.

For other CRMs, see HubSpot, Salesforce, Pipedrive and Zoho CRM, use an incoming webhook or build an app.