Integrations
Connect your helpdesk to your CRM and automate support workflows
Your helpdesk is designed to work alongside your existing CRM, not replace it. By connecting the two systems, you get automatic contact syncing, embedded access so agents never leave the CRM, workflow automation that triggers actions in either direction, and ticket records visible directly on CRM contact profiles.
Integration is set up during initial installation and can be fine-tuned at any time from Settings. Once connected, your team can work from whichever interface suits them — the standalone helpdesk, the embedded view inside the CRM, or a mix of both.
CRM Setup
Connect your CRM to enable contact sync, SSO, and workflow automation.
Embedded Mode
Access the helpdesk directly within your CRM interface.
Workflow Triggers
Fire ticket events into your CRM's automation engine.
Workflow Actions
Control tickets from your CRM's workflow automation.
Ticket Mirror
See ticket summaries on CRM contact records.
GoHighLevel
GHL-specific integration guides and configuration.