Connect GoHighLevel

Sync your invoiced clients into your GHL CRM as contacts so you can run your usual nurture / follow-up sequences.

What it does

When you create or send an invoice, we push the client (name, email, phone, address) to your GoHighLevel sub-account as a contact, tagged with the invoice number + status. From there, your GHL workflows do whatever they do.

Setup

1. /kz-admin/integrations → Connect GoHighLevel
2. Authorize on GHL — you'll need to pick the location/sub-account you want contacts to land in
3. Confirm scopes: Contacts (read + write), Custom Fields (read), Workflows (write)
4. Redirected back; you'll see "GoHighLevel connected"

What syncs

• New invoice created → creates contact (or updates existing if email matches)
• Invoice sent → adds tag invoice-sent + the invoice number tag
• Invoice paid → adds tag invoice-paid + clears invoice-overdue if present
• Invoice overdue → adds tag invoice-overdue

Trigger your existing GHL workflows

Set workflow triggers on the tags above. Examples:

• Tag added: invoice-sent → SMS reminder 3 days later
• Tag added: invoice-paid → thank-you email + add to "active customers" pipeline
• Tag added: invoice-overdue → escalation sequence

Custom fields

We can populate GHL custom fields with invoice metadata — invoice number, amount, due date — so workflow templates can reference them. Configure the field mapping in /kz-admin/integrations → GoHighLevel settings.

Disconnecting

Same as QuickBooks — click Disconnect in /kz-admin/integrations. Tokens are cleared; previously synced contacts remain in GHL.

Common issues

• "Sub-account not found" — your GHL user account doesn't have access to that location anymore. Reconnect.
• Contacts not appearing — check GHL → Contacts → Filter by tag invoice-sent. Sometimes GHL surfaces them under "Smart Lists" only.