> ## Documentation Index
> Fetch the complete documentation index at: https://docs.revdesk.com/llms.txt
> Use this file to discover all available pages before exploring further.

# LeadConnector

> Sync qualified leads and call results back to LeadConnector (GoHighLevel). Contacts are tagged with AICALL so you can trigger CRM workflows.

Connect RevDesk to your LeadConnector (GoHighLevel) sub-account to push call activity and qualified leads back into your CRM, and trigger downstream workflows automatically.

***

## 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

<Steps>
  <Step title="Connect LeadConnector">
    Go to **Settings → Integrations → LeadConnector** and click **Connect**. You'll be redirected to
    LeadConnector to authorize.
  </Step>

  <Step title="Pick the sub-account">
    Select the sub-account (location) you want RevDesk to sync with. You can only sync to one per RevDesk
    team.
  </Step>

  <Step title="Confirm tags">
    Default tag for qualified leads is `AICALL`. Edit it on the integration settings page if you want a
    different label.
  </Step>
</Steps>

***

## What gets synced

| Data                               | Direction               | Trigger                      |
| ---------------------------------- | ----------------------- | ---------------------------- |
| Contact creation/update            | RevDesk → LeadConnector | After each call              |
| Call note with summary + recording | RevDesk → LeadConnector | After each call              |
| Tags (`AICALL` + custom)           | RevDesk → LeadConnector | When the AI qualifies a lead |

## 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

<AccordionGroup>
  <Accordion title="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.
  </Accordion>

  <Accordion title="Tags missing on qualified leads">
    Check the qualification criteria on the connected job. The `AICALL` tag only fires when a lead crosses the
    qualification bar. Calls that didn't reach that score won't be tagged.
  </Accordion>

  <Accordion title="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.
  </Accordion>
</AccordionGroup>

***

<Card title="Connect LeadConnector" icon="plug" href="https://www.revdesk.com/settings/integrations">
  Set up the integration now
</Card>
