Before
Export or copy deals into a chat, open conversations separately, and reconcile the report with changes made since the export.
Illustrative scenario · Pipeline reporting
Give your weekly pipeline review a starting point.
A fictional agency reviews a client's open deals every Friday. Claude or ChatGPT can read the connected GoHighLevel opportunities and recent conversations, then prepare a summary for the account manager to review.
Why the connection matters
A chat assistant can suggest a report format. To explain your client's current pipeline, it needs current records. The connection lets it retrieve opportunities by stage and read the related messages from that client's sub-account.
With the connection
- Ask for open opportunities grouped by pipeline stage.
- Review recent messages and deals that may need attention, with the source records identified.
- Choose the next actions. Instruct the AI to update a selected deal or create a follow-up task.
Try a prompt like this
“Review this client's open opportunities by stage. Check the latest conversation messages and flag deals with no customer reply in seven days, based on the records you retrieve. Cite the opportunity and contact records, include message dates, and separate observed facts from suggested next actions. Draft a weekly summary. Wait for my instructions before updating deals or creating tasks.”
The practical outcome
You get a review draft tied to CRM records, with specific next actions to consider. Check those sources, decide what to do, and keep the resulting updates in GoHighLevel. The assistant supports your review; GoHighLevel remains your CRM.
Review one client's records at a time
Create one private connection per client sub-account and use the appropriate connection for each review. Every sub-account costs $5/month, including the first, with all tools included.