Documentation

How to Connect Your CRM

LeadSync integrates seamlessly with GoHighLevel and other popular CRM platforms:

1. Navigate to Integrations in your LeadSync dashboard

2. Select GoHighLevel from the available integrations

3. Authorize the connection using your CRM credentials

4. Configure your sync preferences and field mappings

How to Add Integrations

LeadSync supports multiple integration sources for lead capture:

• Webhooks: Receive leads from any source that supports webhook delivery

• Google Calendar: Sync appointments and scheduling

• Email Notifications: Get instant alerts via Gmail integration

• Custom APIs: Connect proprietary systems using our API documentation

Initial Configuration Steps

1. Create Your First AI Agent: Set up conversation templates and response strategies

2. Configure Lead Routing: Define how incoming leads are distributed and qualified

3. Set Up Notifications: Choose how and when you want to be alerted about new leads

4. Test Your Workflow: Send a test lead through the system to verify everything works correctly

Lead Routing

Automatically distribute and qualify incoming leads based on custom criteria, source, and lead score.

AI-Powered Responses

Real-time AI conversations using Claude API technology provide intelligent, context-aware responses to lead inquiries.

Custom Workflows

Build multi-step automation sequences tailored to your business processes and lead qualification requirements.

Analytics

Track lead performance, conversion rates, response times, and ROI across all your campaigns and sources.

Common Setup Issues

• Integration not syncing: Verify your API credentials and check connection status

• Leads not appearing: Ensure webhook URLs are correctly configured in your lead sources

• AI responses delayed: Check your Anthropic API key configuration and rate limits

Integration Errors

• GoHighLevel connection failed: Re-authorize your account and verify permissions

• Calendar sync issues: Check Google Calendar API access and timezone settings

• Email notifications not sending: Verify SMTP settings and sender authentication

Support Contacts

For technical assistance, reach out to our support team:

• Email: information.realassist@gmail.com

• Phone: +1 689 201 2151

• Hours: Monday–Friday, 9am–5pm EST

General Questions

Q: How quickly can I get started with LeadSync?
A: Most users complete initial setup within 15-30 minutes.

Q: Can I import existing leads?
A: Yes, LeadSync supports CSV import and bulk lead upload functionality.

Q: What CRMs does LeadSync support?
A: Currently, we offer native integration with GoHighLevel, with additional CRM integrations planned.

Billing

Q: What payment methods do you accept?
A: We accept all major credit cards and process payments securely through industry-standard payment processors.

Q: Can I upgrade or downgrade my plan?
A: Yes, you can change your subscription plan at any time from your account settings.

Account Access

Q: How do I reset my password?
A: Use the "Forgot Password" link on the login page or contact support for assistance.

Q: Can I have multiple team members access one account?
A: Yes, LeadSync supports team collaboration with role-based access controls.

For additional questions or detailed technical documentation, please contact our support team at support.realassist@gmail.com or call +1 689 201 2151.