Help Centre
Find your next step.
Practical guides for setting up your workspace, capturing contacts and keeping your CRM up to date. No sign-in needed.
Last updated 4 October 2026
Integrations
Use HighLevel with CardToCloseConnect your subaccount, choose contacts or an Event in bulk, and set up automatic or daily sync. Learn where summaries, follow-up drafts, transcripts and Event information appear.
HighLevel is currently a pilot for destinations with up to 100 contacts. The guide explains the limits before you connect.
Getting started
- Set up your workspace
Prepare your business profile and first Event.
- Capture your first contact
Capture a card, record context and review your follow-up.
- Resources and tips
Browse the existing walkthroughs and downloadable guide.
Still need help?
Your connection settings, credentials and sync history stay inside your signed-in workspace. For a problem with your account, contact support.