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Connect GoHighLevel to Freesbe

How-toFor adminsReviewed Guides: GoHighLevel, Workspace settings

Connect GoHighLevel and your sales team sees new opportunities, stage changes, wins, losses and new contacts in a channel as they happen, gets a preview under every GoHighLevel link, finds opportunities and contacts with /gohighlevel and adds conversations to a contact’s notes. You need to be a Freesbe owner or admin, and able to install apps in the GoHighLevel sub-account.

#sales with GoHighLevel alerts for an opportunity won and a new opportunity, and a GoHighLevel link with a preview of the contact

1. Connect your sub-account

Section titled “1. Connect your sub-account”
  1. Open Workspace settings → Integrations & apps → Integrations → CRM and find GoHighLevel, under Zoho CRM.
  2. Click Connect GoHighLevel. Sign in to GoHighLevel if it asks, pick the sub-account and allow Freesbe.
  3. You’re back in Freesbe with Connected next to GoHighLevel, and the sub-account’s name.

Workspace settings, Integrations, CRM: GoHighLevel connected to Northwind Traders, link previews on, and two alerts

A workspace connects one sub-account. Agencies with several sub-accounts connect the one each team works in, from that team’s Freesbe workspace.

2. Add alerts

Section titled “2. Add alerts”
  1. Under GoHighLevel alerts, click Add alert.
  2. Pick Post to channel, for example #sales.
  3. Tick the Alerts to post: New opportunities, Opportunities moving stage, Opportunities won, Opportunities lost, New contacts.
  4. Set a Smallest opportunity to post if you only want the big ones. New contacts always post.
  5. Click Add alert to save it, then choose ⋯ → Send a test alert to see a sample card.

Alerts arrive within seconds of the change in GoHighLevel. Add more alerts for different channels: opportunities over $50,000 to #leadership, new contacts to #sales.

Section titled “3. Decide on link previews”

Show a preview under GoHighLevel links is on to start with. Everyone in the conversation sees a preview, guests included, so turn it off in Integrations → CRM if your CRM details shouldn’t be shared that way.

4. Tell your team what they can do

Section titled “4. Tell your team what they can do”
  • Type /gohighlevel Contoso to find opportunities and contacts. Only you see the answer.
  • Hover over a message, click ⋯ → Log to GoHighLevel, type the contact’s email address and click Add note. The note goes on the contact in GoHighLevel with a link back to the message.

Log to GoHighLevel: the contact’s email address and the note

If something’s wrong

Section titled “If something’s wrong”

See GoHighLevel alerts aren’t posting.

  • GoHighLevel shows Needs reconnecting. Someone uninstalled Freesbe in the sub-account. Click Reconnect.
  • No preview under a link. Previews only show for opportunities and contacts in the connected sub-account, on app.gohighlevel.com links, up to three per message, and only while previews are on.
  • Log to GoHighLevel finds several contacts. Pick the right one and click Add note again.

Disconnect

Section titled “Disconnect”

Click Disconnect in Integrations → CRM. Your alerts are kept for when you connect again. To remove Freesbe from GoHighLevel too, uninstall it from the sub-account’s apps.

See GoHighLevel for more.