CRM sync

Connect GoHighLevel (Lead Connector) to Aila

• 0:00–0:19Start the Lead Connector connection
• 0:19–0:38Authorize and pick your sub-account
• 0:38–0:58Open the connection settings
• 0:58–1:38Choose summary and transcript sync, then save

Answers:

• How do I connect LeadConnector?
• Why is GoHighLevel called Lead Connector in Aila?
• Which connect button do I use for GoHighLevel?

Connect GoHighLevel (Lead Connector) to Aila

• 0:00–0:19Start the Lead Connector connection
• 0:19–0:38Authorize and pick your sub-account
• 0:38–0:58Open the connection settings
• 0:58–1:38Choose summary and transcript sync, then save

Answers:

• How do I send the full transcript to GHL?
• Should the summary go to Conversations or Notes?
• I called in GHL. Why is it not in Aila?
• How do I turn off CRM writes for summaries?

Connect GoHighLevel (Lead Connector) to Aila

• 0:00–0:19Start the Lead Connector connection
• 0:19–0:38Authorize and pick your sub-account
• 0:38–0:58Open the connection settings
• 0:58–1:38Choose summary and transcript sync, then save

Answers:

• How do I send the full transcript to GHL?
• Should the summary go to Conversations or Notes?
• I called in GHL. Why is it not in Aila?
• How do I turn off CRM writes for summaries?