What it does
- Sync call activity. Every AI call writes a note to the matching contact in LeadConnector with the summary, recording URL, and outcome.
- Tag qualified leads. Contacts that the AI qualifies are tagged with
AICALL(and any custom tag you configure). Use the tag as a workflow trigger. - Match by phone or email. RevDesk looks up the contact in LeadConnector, updates them if found, and creates them if not.
Setup
Connect LeadConnector
Go to Settings → Integrations → LeadConnector and click Connect. You’ll be redirected to LeadConnector to authorize.
Pick the sub-account
Select the sub-account (location) you want RevDesk to sync with. You can only sync to one per RevDesk team.
What gets synced
| Data | Direction | Trigger |
|---|---|---|
| Contact creation/update | RevDesk → LeadConnector | After each call |
| Call note with summary + recording | RevDesk → LeadConnector | After each call |
Tags (AICALL + custom) | RevDesk → LeadConnector | When the AI qualifies a lead |
Use cases
- Re-engage qualified leads. AI qualifies a lead → tags
AICALL→ LeadConnector workflow sends a confirmation SMS. - Notify the sales rep. AI books a meeting → contact updated in LeadConnector → workflow alerts the assigned rep.
- Pipeline hygiene. Every AI conversation logs as a note, so reps see the full history when they open a contact.
Requirements
- LeadConnector / GoHighLevel sub-account with API access
- OAuth authorization (contacts + tags + notes scopes)
- No additional RevDesk cost
Troubleshooting
Contacts not appearing
Contacts not appearing
Confirm you connected the right sub-account. RevDesk creates contacts with the phone number from the call; if the number is already in another sub-account, you may have linked the wrong one.
Tags missing on qualified leads
Tags missing on qualified leads
Call notes not syncing
Call notes not syncing
Sync runs at the end of the call. If a call is still in progress or the LeadConnector connection has expired, the note will retry on the next sync attempt. Reconnect from the integration settings if you see persistent failures.
Connect LeadConnector
Set up the integration now