Connect GoHighLevel CRM

About 5 minutes · Done by: A GoHighLevel sub-account admin

Before you start: Private Integrations must be available in your GoHighLevel sub-account. If you do not see the menu, ask your agency to enable it.

Copy your Location ID

Log in to GoHighLevel and open the sub-account you want to connect
Go to Settings, then Business Profile
Copy the Location ID shown near the top of the page

Create a Private Integration

Still in Settings, open Private Integrations and click Create new integration
Name it CaseRescue and add a short description
Under scopes, enable: View Contacts, Edit Contacts, View Opportunities, Edit Opportunities, View Calendars, View Calendar Events, Edit Calendar Events, View Conversations, View Conversation Messages, View Locations, View Users
Click Create and copy the token that appears

The token is shown once. Treat it like a password and paste it only into the CaseRescue settings page.

Connect in CaseRescue

Go to app.caserescue.ai and log in as an admin
Open Settings, then Integrations, and find the GoHighLevel card under CRM
Click Connect, paste the Location ID and the token, then click Connect
The card shows Connected with your sub-account name

Within about ten minutes your contacts, pipelines, opportunities, and appointments appear in CaseRescue. After that, CaseRescue checks for changes every ten minutes.

Done! CaseRescue now mirrors your GoHighLevel CRM. Contacts, pipelines, opportunities, and appointments show up inside CaseRescue, and calls are matched to the right contact automatically.

Good to know

Changes you make in CaseRescue, such as a new contact, a new opportunity, a stage move, or a booked appointment, are written back to GoHighLevel.
Records deleted in GoHighLevel are not removed from CaseRescue in this version. Delete them in CaseRescue as well if needed.
The same connection powers GoHighLevel Phone call capture. See the GoHighLevel Phone guide to turn that on.
Disconnecting stops the sync. Data already mirrored stays in CaseRescue; nothing is deleted in GoHighLevel.

Troubleshooting

Connect fails

Check that the Location ID matches the sub-account where the Private Integration was created, and that the token was copied completely.

Some contacts or stages are missing

Open the Private Integration in GoHighLevel and confirm every scope in the list above is enabled. Save, then wait for the next ten minute sync.

A change made in CaseRescue did not reach GoHighLevel

Write-back needs the Edit scopes (Contacts, Opportunities, Calendar Events). Add any that are missing to the Private Integration and try again.

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