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GoHighLevel marketplace - GHL integration - Smart Build Integration

Smart Build Integration

Close more Deals with this 2-way Integration, which allows you better management of your leads

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CSM Synergy
GoHighLevel marketplace - GHL integration - Smart Build Integration
  • Smart Build Integration: The key link between your workflows and SmartBuild, enabling seamless automation and data synchronization. 🔗
  • Key Features:
    • ✔ Update Opportunities: Manually update opportunities by specifying the opportunity ID for accurate data.
    • ✔ Create or Update SmartBuild Jobs: Easily create or update SmartBuild jobs without leaving your environment.
    • ✔ Retrieve SmartBuild Jobs: Access job details directly within your automations, streamlining workflows.
  • Benefits:
    • Enhance efficiency
    • Reduce manual tasks
    • Ensure real-time synchronization between your CRM and construction management system.
  • Setup Instructions:
    1. Install the Application: Redirected to a secure login page for SmartBuild credentials.
    2. Validation: Successful validation brings you to a confirmation screen indicating active integration.
    3. Default Credentials: Stored for all SmartBuild operations; can be overridden for specific actions.
    4. Update Credentials: Reinstall the application to restart the authentication process if needed.
      GoHighLevel marketplace - GHL integration - Smart Build IntegrationGoHighLevel marketplace - GHL integration - Smart Build Integration

Permission Details

Permission Type Access to Write Access to Read
Opportunities Yes Yes
Contacts Yes Yes
Locations Yes
Custom Fields Yes Yes
Users Yes
Workflows Yes

Support Details

CSM Synergy is a leading software development firm specializing in innovative solutions for the construction and real estate industries. Their flagship service, Smart Build Integration, seamlessly connects various project stakeholders through an advanced platform that enhances collaboration and efficiency. By offering real-time data analytics, automated workflows, and tailored project management tools, CSM Synergy empowers clients to streamline operations, reduce costs, and improve project outcomes. Their commitment to cutting-edge technology and client satisfaction positions them as a trusted partner in driving industry transformation.

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