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# How to Connect Your CRM to SmartForm

## Before You Start

SmartForm can sync new leads into your CRM automatically. You connect each CRM once at the account level, then choose how it applies in each widget’s **CRM** tab.

**Core CRM connections:**
* **GoHighLevel** (OAuth) — lead sync **and** GHL calendar bookings from one connection
* **HubSpot** (OAuth) — lead sync with automatic SimpleCheck contact properties
* **Pipedrive** — lead sync (usually via Connections; requires your Pipedrive company domain)
* **ClickFunnels** — lead sync to contacts (must be enabled on your account; pick a workspace per widget)

**Extended CRM connections:** Accounts with extended integrations can also see Salesforce, Zoho CRM, Dynamics 365, Attio, Capsule CRM, Close CRM, ActiveCampaign, Affinity, Apollo, and others under **Connections → Available → CRM**.

> **Important:** When a new lead is created, SmartForm syncs it to **every CRM you’ve connected**. Connecting HubSpot and GoHighLevel means both receive the lead. A failure in one CRM does not block the lead from saving in SmartForm.

> **Note:** Close CRM and Salesforce can appear as **Coming soon** in the widget CRM panel even when an extended connection is available under **Connections**. Check **Connections → Available → CRM** first; use the widget **Webhooks** tab when the provider is not available there.

**Quick path:** SmartForm portal → **Connections** → **Available** → filter **CRM** → **Connect** → open your widget → **CRM** tab → confirm status

---

## Where CRM Connections Live

There are two places you’ll use:

1. **Connections** (`/connections`) — account-wide connect / disconnect for tools
2. **Widget Editor → CRM** — per-widget CRM status, GoHighLevel OAuth, ClickFunnels workspace selection

![Connections Available catalog](https://storage.crisp.chat/users/helpdesk/website/-/4/8/2/5/4825c588c306580/02-connections-available-polis_1u5dyvw.png)

*Connections → Available: use the category filters at the top to narrow the integration catalog.*

![CRM filter in Connections](https://storage.crisp.chat/users/helpdesk/website/-/4/8/2/5/4825c588c306580/03-crm-providers-polished_18vsc48.png)

*Connections → Available → CRM: the focused catalog shows GoHighLevel, HubSpot, Pipedrive, and ClickFunnels.*

---

## Connect GoHighLevel (Recommended: OAuth)

GoHighLevel is the most common CRM setup. One OAuth connection powers:
* Contact / lead sync for form submissions
* GoHighLevel calendar bookings (when your widget uses GHL calendars)

### Steps

1. Open your widget in **Widget Setup**.
2. In the right integrations panel, click the **CRM** tab (next to Business / Calendar / Video / Leads).
3. Find **Go High Level**.
4. Click **Connect via OAuth**.
5. Sign in to HighLevel if prompted, then choose the **location** you want SmartForm to use.
6. Approve access. When you return to SmartForm, the card should show **Connected** with OAuth.

![Widget CRM tab before connect](https://storage.crisp.chat/users/helpdesk/website/-/4/8/2/5/4825c588c306580/05-widget-crm-options-polished_9k3kpe.png)

*Widget Editor → CRM: Go High Level shows Not connected with Connect via OAuth (and Legacy API Key for older setups only).*

![GoHighLevel OAuth login](https://storage.crisp.chat/users/helpdesk/website/-/4/8/2/5/4825c588c306580/06-ghl-oauth-login-polished_1gsku1v.png)

*GoHighLevel Marketplace OAuth: sign in to HighLevel to continue, then choose a location.*

![GoHighLevel connected in CRM tab](https://storage.crisp.chat/users/helpdesk/website/-/4/8/2/5/4825c588c306580/07-ghl-connected-polished_ia1j7w.png)

*Widget Editor → CRM after a successful OAuth connection: Go High Level shows Connected with OAuth. You can Connect another location if needed.*

**Quick path:** Widget Editor → **CRM** → **Go High Level** → **Connect via OAuth** → pick location → approve

> **Important: Prefer OAuth.** The **Legacy API Key** option exists only for accounts that have not migrated yet. GoHighLevel has removed support for legacy keys for new setups. If you see **Legacy API Key Deprecated**, click **New OAuth Connection**.

> **Note:** The same GoHighLevel OAuth connection is used for lead sync and for GHL calendar bookings. You do not need two separate GHL connections for those jobs.

---

## Connect HubSpot

1. Go to **Connections** → **Available** (or open the widget **CRM** tab).
2. Find **HubSpot** and click **Connect**.
3. Complete the HubSpot OAuth popup and approve access.
4. Confirm the HubSpot row shows **Connected** / lead sync active.

**Quick path:** Connections → **Available** → **HubSpot** → **Connect** → approve OAuth

> **What syncs:** New SmartForm leads create or update HubSpot contacts. SmartForm also creates SimpleCheck contact properties when needed (credit score, credit amount, DTI, income, qualification, and related fields) and can attach a lead submission note.

---

## Connect Pipedrive

Pipedrive is usually connected from **Connections**.

1. Go to **Connections** → **Available**.
2. Find **Pipedrive** and click **Connect**.
3. When prompted for **Pipedrive company domain**, enter only the subdomain from your Pipedrive URL.  
   Example: for `https://your-company.pipedrive.com`, enter `your-company`.
4. Click **Connect Pipedrive** and finish authorization.
5. Confirm Pipedrive appears under **Connected**.

**Quick path:** Connections → **Available** → **Pipedrive** → enter company domain → **Connect Pipedrive**

> **Note:** If Pipedrive does not appear under Available, your account may not have that integration enabled yet. Contact support to request access.

---

## Connect ClickFunnels

ClickFunnels must be enabled on your SimpleCheck account before connect works.

1. Go to **Connections** → **Available** (or the widget **CRM** tab).
2. Find **ClickFunnels** and click **Connect**.
3. Complete OAuth for your ClickFunnels workspace.
4. If you connect more than one workspace, open the widget **CRM** tab and set **Workspace for this widget**.
5. Confirm the selected workspace is shown for that widget.

**Quick path:** Connect ClickFunnels → Widget Editor → **CRM** → **Workspace for this widget** → select workspace

> **Important:** If multiple ClickFunnels workspaces are connected and a widget has no workspace selected, lead sync to ClickFunnels is skipped until you choose one.

---

## Using Multiple CRMs Together

You can keep more than one CRM connected at the same time.

* Each new lead is synced to each connected CRM (GoHighLevel, HubSpot, Pipedrive, ClickFunnels, plus any enabled Composio CRM connections).
* Disconnecting one CRM does not remove leads already synced to the others.
* Widget-specific choices (especially ClickFunnels workspace) still matter even when the account-level connection exists.

---

## Verify the Connection

1. Confirm the provider shows **Connected** in **Connections** and/or the widget **CRM** tab.
2. Submit a **test lead** through the widget (use a real email you control).
3. Check the CRM for the new contact within a minute or two.
4. In HubSpot, confirm SimpleCheck properties / the submission note appear when applicable.
5. For booking widgets using GoHighLevel calendars, book a test appointment and confirm the GHL calendar/event path as well as the contact sync.

> **Tip:** If the lead saved in SmartForm but is missing in one CRM, check that CRM’s connection status first. Other CRMs may still have received the lead.

---

## Troubleshooting

### The OAuth popup never opens
Allow popups for `portal.simplecheck.ai`. Retry **Connect** / **Connect via OAuth**.

### GoHighLevel asks me to log in again
That is expected on a fresh browser session. Sign in, choose the correct **location**, and approve access.

### I connected the wrong GoHighLevel location
Use **Connect another** (or disconnect and reconnect) and select the correct location. Confirm the widget CRM tab shows the location you intend to use.

### HubSpot / Pipedrive / ClickFunnels connect button does nothing
Check for a blocked popup, an expired session, or an account-level feature flag (ClickFunnels and some Pipedrive setups require enablement).

### Leads save in SmartForm but never appear in my CRM
1. Confirm the CRM still shows **Connected** in **Connections**.
2. For ClickFunnels, confirm **Workspace for this widget** is selected.
3. Submit another test lead and wait a minute.
4. If it still fails, contact support with the widget name, CRM provider, and approximate submission time.

### Legacy API Key no longer works for GoHighLevel
Switch to **Connect via OAuth**. Legacy keys are deprecated for new GoHighLevel setups.

### I see Close CRM or Salesforce marked Coming soon
Check **Connections → Available → CRM**. Extended accounts can have those providers there even while the widget CRM row says Coming soon. If the provider is not available under Connections, use the widget **Webhooks** tab or contact support.

---

## Still Having Trouble?

If CRM sync still fails after following these steps:

1. **Re-check Connections** and the widget **CRM** tab for Connected status.
2. **Submit one clean test lead** and note the exact time.
3. **Contact support** through the chat widget in the bottom-right corner of the SmartForm portal, or email **support@simplecheck.ai**.