Integrations
Check a CRM delivery without creating duplicates
Understand pending, failed and uncertain deliveries.
Before you start
Use the same property and event when comparing QwikQuote with your CRM.
Follow these steps
In GoHighLevel deliveries, select Refresh after the test response. Normal scan events wait three minutes to allow appointment details to arrive.
Read the status: Waiting to send, Delivered, Failed or Check delivery.
For Failed, read the reason, fix the settings and choose Retry delivery.
For Check delivery, inspect HighLevel first. Use Check and retry; if a contact already exists, use the supplied verified-contact flow or ask support.
Confirm later responses update the same property opportunity and do not move it backward after your team advances it.
You can distinguish a queue delay from a delivery problem and avoid blind retries.
If something looks wrong
- Test connection passed but no lead exists? That test reads pipelines; it does not create an opportunity.
- Old leads did not import? Enabling delivery starts with new responses.
RELATED WALKTHROUGH
Connect the CRM your team uses
A narrated overview of this workflow using actual app screens and demo data. The written steps above cover this article’s specific task.
Synthetic voice narration. Captions are included in the video; an English caption track is also available.
Read the video transcript
Choose your connection
Open Company settings, then Integrations. The available connections are ProLine and GoHighLevel. Each company configures its own destination.
Connect the right sub-account
For the HighLevel private-token option, enter the sub-account ID and token in the secure fields. Verify and connect, then select the actual pipeline and new-lead stage.
Choose the events
ProLine has separate switches for Hot leads, QwikQuote website widget leads and Every pin. HighLevel sends the enabled responses, not ordinary pins or unrelated website forms.
Verify a real test delivery
Save the connection settings and deliberately enable delivery. Run an agreed test response. Check the delivery history and the matching CRM record before using the connection for customer traffic.