Connect it in three steps
- 1
Connect HighLevel
Authorize with OAuth and pick the location.
- 2
Pick a tag
Contacts carrying that tag become the Users to monitor. Point us at the custom field that holds the LinkedIn URL.
- 3
Choose what goes back
Each Find becomes a note or a task on the contact, with an assignee and a due date.
What syncs
In: every contact with the tag you chose, refreshed on every scan. Contacts without a LinkedIn URL are looked up and the URL is written back to the field you mapped.
Out: a note or a task on the contact for every Find.
Third payroll run in a row with a tax filing error. We are a 40-person studio, this should not be hard. Who has switched providers lately and been happy?
239 comments · 1 repost
Hiring our first ops person this month. If you have run payroll for a clinic under 50 people, what do you wish you had known?
Smart sync turns every HighLevel contact with a tag you choose into the Users to monitor for a LinkedIn user monitor. Point PitchGhost at the custom field that holds the LinkedIn URL, and the tag is refreshed on every scan.
Contacts without a LinkedIn URL are looked up and the URL is written back to that field.
Each Find can be logged on the contact as a note or as a task with an assignee and a due date.