Connect your CRM: leads stay in sync both ways

What this solves

Leads arrived in Checkgrow, but your sales team works in a CRM. Copying them by hand was slow, and changes made in the CRM never came back. Now both sides stay up to date on their own.

What changed

• A new "How do you want to connect your CRM?" window. Pick HubSpot, Zoho CRM or LeadConnector and sign in on the CRM's own page. Choose "Connect manually" to use lead webhooks with any other tool.
• Choose the direction: both ways, inbound only or outbound only.
• Choose which CRM records become leads (HubSpot lifecycle stages, the Zoho Leads module, or LeadConnector tags), and start from today or include the last 30 or 90 days.
• Match statuses once. HubSpot lead statuses and Zoho lead statuses map to New, Contacted, Qualified, Won and Lost.
• Field by field, both sides stay in agreement:
• The most recent change wins for names, phone numbers and addresses.
• The CRM decides status.
• Checkgrow keeps the source, campaign and UTM details.
• A filled-in value is never replaced by an empty one.
• Deleting a lead on one side never deletes it on the other.
• Each lead shows where it lives in your CRM, with an "Open in" link. Its activity history records what was sent, what came back and any conflict that was resolved.
• A health view for each CRM shows leads synced, the queue, the last send and receive, and any lead that could not sync, with a Try again button.

Where to find it

Leads → Settings → CRM → Connect a CRM, or Integrations → HubSpot, Zoho CRM or LeadConnector. Only company admins can connect, change or disconnect a CRM.

Useful for

• Sales teams who qualify and close leads in their CRM.
• Marketing teams who want every campaign lead in the CRM with its source and UTM details.
• Agencies running GoHighLevel sub-accounts for their clients.