What it does
- Sync call activity. Every AI call writes a note to the matching contact in LeadConnector with the summary, recording URL, and outcome.
- Tag qualified leads. Contacts that the AI qualifies are tagged with
AICALL(and any custom tag you configure). Use the tag as a workflow trigger. - Match by phone or email. RevDesk looks up the contact in LeadConnector, updates them if found, and creates them if not.
Setup
1
Connect LeadConnector
Go to Settings → Integrations → LeadConnector and click Connect. You’ll be redirected to
LeadConnector to authorize.
2
Pick the sub-account
Select the sub-account (location) you want RevDesk to sync with. You can only sync to one per RevDesk
team.
3
Confirm tags
Default tag for qualified leads is
AICALL. Edit it on the integration settings page if you want a
different label.What gets synced
Receive leads from LeadConnector
Create a LeadConnector source in Directory → Lead sources, map the contact fields, and connect it to one or more jobs. In LeadConnector, add a webhook action to the relevant workflow and paste the source URL and secret. HubSpot/LeadConnector workflow terminology is unchanged: the workflow runs in the CRM; RevDesk receives it as a lead source. Send a live test and confirm the source card reports a successful normalized lead before enabling the workflow.Use cases
- Re-engage qualified leads. AI qualifies a lead → tags
AICALL→ LeadConnector workflow sends a confirmation SMS. - Notify the sales rep. AI books a meeting → contact updated in LeadConnector → workflow alerts the assigned rep.
- Pipeline hygiene. Every AI conversation logs as a note, so reps see the full history when they open a contact.
Requirements
- LeadConnector / GoHighLevel sub-account with API access
- OAuth authorization (contacts + tags + notes scopes)
- No additional RevDesk cost
Troubleshooting
Contacts not appearing
Contacts not appearing
Confirm you connected the right sub-account. RevDesk creates contacts with the phone number from the call;
if the number is already in another sub-account, you may have linked the wrong one.
Call notes not syncing
Call notes not syncing
Sync runs at the end of the call. If a call is still in progress or the LeadConnector connection has
expired, the note will retry on the next sync attempt. Reconnect from the integration settings if you see
persistent failures.
Connect LeadConnector
Set up the integration now