Connecting your CRM

Connect HubSpot, Salesforce, GoHighLevel or Microsoft Dynamics 365 to bring deals, pipeline and revenue into attribution.

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Connecting a CRM is what turns the platform from "marketing analytics" into real revenue intelligence - it lets the funnel run all the way to closed deals and gives you true ROAS rather than platform-reported conversions.

Supported CRMs

Each has its own setup guide:

You can connect one CRM per account. If you need to switch, disconnect the current one first - the card for the other CRM stays locked until you do.

How to connect

Open Setup, go to CRM and open your CRM's card. Most CRMs connect by pasting a token or app credentials, then clicking Save & test; GoHighLevel can also connect by signing in. Your credentials are encrypted at rest either way. The guide for each CRM above has the exact steps.

You connect each client's CRM from their connection screen, with the client's own token or, for GoHighLevel, by signing in. The setup copy on the card is personalised with your agency name and reporting email.

What it powers

  • The CRM tab - deals, pipeline stages, average deal size, win rates and top deals (with deep links back into your CRM).
  • Attribution - deals are tied back to the marketing channels that sourced them, so you see blended ROAS and true cost per acquired customer.
  • The Brain - movement in your pipeline and revenue, and the lost-deal reasons you record, feed the Brain, sharpening reports and recommendations.

The Brain doesn't keep a note of every deal - your deal history lives in the CRM tab and your reports. It notes the deals that stand out (an unusually large win or loss, the biggest win of the year, the first win from a channel), and it watches for patterns across months, such as one channel losing more of its deals than the others, or one channel bringing most of your revenue. A pattern shows as a Theory at first and becomes a Fact once it keeps holding month after month. Patterns are only drawn for marketing channels, never for deals that were imported or entered by hand.

In your portal a Theory appears under its internal name, hypothesis. A pattern your team pins or corrects is never rewritten by the Brain.

Keep your UTMs consistent so deals attribute cleanly - the CRM tab shows a UTM health score and a checklist of gaps.

When it won't connect

After Save & test, a failure shows a specific message. The common ones apply to every CRM; each CRM's guide covers its own.

Common CRM connection errors

"Your [CRM] token was rejected. Generate a new token and paste it again."

  • Why: the token is wrong, expired, or revoked (a 401).
  • Fix: generate a fresh token in your CRM and paste it again. Make sure you copied the whole token with no spaces.

"Your [CRM] token doesn't have the required scopes. Re-create it with read access to contacts, deals, and pipelines."

  • Why: the token is valid but missing read permissions (a 403).
  • Fix: re-create the token with read access to contacts, deals and pipelines, then Save & test.

"[CRM] couldn't find that account. Double-check the IDs you entered."

  • Why: a wrong ID (e.g. GoHighLevel Location ID, a Salesforce Instance URL or a Dynamics Environment URL that doesn't resolve).
  • Fix: re-check the IDs against your CRM and try again.

"[CRM] is rate-limiting us right now. Try again in a few minutes."

  • Why: too many requests in a short window. Fix: wait a few minutes and re-test.

You can run up to 10 tests per platform per hour.

For anything else, see Error messages explained.