Integrations & importing your CRM

Settings → Integrations is where you connect outside services to your workspace and where you bring in an existing CRM. This guide covers connecting Stripe, sending events to your own systems with webhooks, and the two import wizards — HubSpot and GoHighLevel — that copy contacts, pipelines, and more into your leads.

Quick start

1. Go to Settings → Integrations.
2. Turn on Stripe to take payments (see Payments).
3. To move over from another CRM, select Bring your CRM, pick HubSpot or GoHighLevel, and follow the wizard.

The Integrations page

The page shows a card for each available service with a switch in the corner:

• Turn the switch on to connect. A dialog lists what the connection gives you and a Connect button that sends you to the service to authorize. When you come back, the card shows Connected.
• Turn the switch off to disconnect. You're asked to confirm first.

Stripe

Stripe is the payment processor behind products, payment links, invoices, and store checkouts. Connecting it links your own Stripe account, so payouts go straight to you and you keep full access to your Stripe dashboard. The setup steps and what happens afterwards are in Payments → Connecting Stripe.

Outbound webhooks

Further down the page you can register webhook endpoints — URLs on your own systems that receive a signed notification whenever certain things happen in your workspace.

1. Select Add endpoint in the webhooks card.
2. Enter the Endpoint URL and tick the Events you want (or all of them).
3. Save. The signing secret is shown once — copy it now and store it with the receiving system so it can verify each delivery.

Events you can subscribe to:

Event	Fires when
lead.created	A new lead is created
lead.updated	A lead's details change
lead.converted	A lead is converted
form.submitted	A form is submitted
conversion.tracked	A tracked conversion is recorded
conversation.created	A new conversation starts
conversation.resolved	A conversation is resolved
conversation.handoff_requested	A visitor asks for a human
conversation.sla_breach	A conversation misses its response target
conversation.csat_submitted	A visitor submits a satisfaction rating

For each endpoint you can see its recent deliveries, rotate the secret (the new one is shown once, like the first), temporarily disable it, or delete it.

Bringing your CRM

Select the Bring your CRM card (or go to Settings → Integrations → Import) to reach the import landing page. Choose HubSpot or GoHighLevel.

Three things are true of both imports:

• Read-only on the source. Nothing is ever written back to HubSpot or GoHighLevel.
• Safe to re-run. Running an import again updates what changed instead of creating duplicates.
• Staff aren't cloned. Invite your teammates first, then re-run the import to attach them as owners.

Anything the import can't map is listed in the report at the end. Only organization owners and admins can run an import.

What arrives

From your CRM	Becomes
Contacts	Leads
Companies	The lead's company
Deals / opportunities	Pipeline tickets
Owners	Team members, matched by email

GoHighLevel imports also bring conversations, calendars, and workflows; see below.

Importing from HubSpot

The wizard has four stages: Connect, What we found, Importing, and Import complete.

1. Connect

You need a HubSpot private app token:

1. In HubSpot, go to Settings → Integrations → Private Apps and create an app.
2. Grant read access to contacts, companies, deals, and owners — nothing more.
3. Copy the token (it starts with pat-) and paste it into the Private app token field.
4. Select Continue with HubSpot.

The token is used to scan and run the import, then discarded.

2. What we found

The wizard shows counts of Contacts, Companies, Deals, and Pipelines in your portal, with a checkbox for each part of the import:

Option	What it does
Contacts → leads	Imports contacts that have an email or phone number
Company names on associated contacts	Fills in each lead's company
Deal pipelines and stages	Recreates your pipelines
Deals → pipeline tickets	Adds deals as tickets (each needs an imported contact; turning this on also turns on pipelines)

Not included in this import: notes, emails, tickets, lists, and workflows.

Select Start import, or Back to change the token.

3–4. Importing and results

The wizard shows progress and then Import complete (or Import failed with the reason). The report lists, for each object type, how many were created, updated, and skipped, followed by anything that needs your attention. From there, select Open leads or Open pipelines.

Recent HubSpot imports at the bottom of the page keeps your reports for 7 days.

Importing from GoHighLevel

The GoHighLevel wizard reads a whole location — contacts, pipelines, conversations, calendars, and workflows — and has the same four stages.

1. Connect

If a location has already been connected to your workspace, it's listed under Connected locations — select use this to scan it without entering anything.

Otherwise, for a one-off import:

1. Enter the Location ID of the sub-account (for example iW7nkYHgbKz0P5SXoyaC).
2. Paste a Session token (the access-token-v1 value from a signed-in GoHighLevel browser session).
3. Select Connect and scan account.

The token is handed to the import job and cleared from your browser once the import starts.

2. What we found

The preview shows counts of Contacts, Conversations, Workflows, and Pipelines, plus an estimate of how much storage the conversation media (attachments, images) will use. If it would exceed your remaining storage, the wizard warns you — import the text of your conversations now and add media later, or untick media below.

Option	What it imports
Contacts, tags and custom fields	Contacts as leads, with their tags and custom field values
Pipelines and opportunities	Pipelines, stages, and opportunities as tickets
Booking calendars	Calendars
Conversation history	The text of your conversations
Message media (counts toward storage)	Attachments in those conversations
Workflows → automations (imported as drafts)	Workflows, rebuilt as automations and left unpublished for you to review

Select Start import, or Back.

3–4. Importing and results

The wizard shows a progress bar and the phase it's working on. When it finishes you'll see Import complete or Import failed ("your data is safe" — re-running with a fresh token picks up where it left off).

The report shows created / updated / skipped counts per object type and a Needs review section for anything that couldn't be mapped. Imported workflows are drafts — review each one and publish it when it's ready. You can Download report as a CSV, and jump to Open leads or Open pipelines.

Recent imports keeps reports for 7 days. The older Settings → Integrations → GHL address redirects to this wizard.

Permissions

• Viewing the Integrations page requires integrations: read.
• Connecting or disconnecting services and managing webhooks requires integrations: update.
• Running a CRM import is limited to organization owners and admins.

Tips

• Invite your team before importing so deal owners are matched to real members; re-run afterwards to attach them.
• Grant read-only scopes on the HubSpot private app and revoke the token when you're done.
• Untick conversation media on a large GoHighLevel account if storage is tight; you can re-run later with it on.
• Copy webhook secrets immediately — they're shown once.

Related

• Payments — what connecting Stripe unlocks.
• CRM — where imported leads and pipelines land.
• Automations — reviewing workflows imported as drafts.
• Team, Roles & Permissions — inviting the teammates that imports match as owners.