Pipelines and opportunities
The stages a lead moves through and where each one sits today.
CONNECTOR
HighLevel
BUILT, NOT EXPOSED
Your pipeline, your opportunities, your invoices. Read-only, and already pulling for one client.
WHAT IT CONNECTS
Your HighLevel sub-account, read-only, through a private integration token and location id. It cannot send a message, publish content, change an opportunity's stage, or activate a campaign, because the connector has no write method at all, not a disabled one.
WHAT COMES ACROSS
What lands in the warehouse
Contacts
Held apart from the rest, in a restricted store built for personal data, not the general warehouse.
Calendars
What is booked, and against which pipeline stage.
Invoices and payment orders
So a lead can be followed all the way to the money it became.
WHAT WE DO WITH IT
A CRM tells you a lead moved to the next stage. It does not tell you what that lead cost to win or what it was worth once it paid. Put the pipeline beside the ad spend that filled it and the finance data it eventually became, and a stage stops being a status and starts being a number with a cost and a return attached to it.
WHAT YOU GRANT
A private integration token scoped to one sub-account, plus that sub-account's location id. Contact-level detail lands in a restricted personal-data store, separate from the tables the rest of the warehouse reads from, and stays there.
Every read is scoped to one client before it executes. A query that reaches outside that client is rejected, not quietly trimmed.
New agency clients are provisioned in the UK. Our existing estate runs on UK and European infrastructure, and we are migrating it to the same footing.
STATUS
BUILT, NOT EXPOSED
Built and merged, and already running for one real client, on a daily pull registered as an enabled timer. Every other client stays off by default; a second one is a Doppler credential and a one-line config change, not new code.
It stays listed as built, not exposed rather than live because we hold live to a standard beyond working today: a run history long enough that we are not asking you to take this week's clean pull on trust. It moves to live once that history is behind it.