Skip to main content
Every client business in your workspace has its own integration settings. Open a business from All Accounts, then go to Settings → Data Sources to manage its connections.

​
Data sources per business

Each business can connect four data sources, each shown with a connection status dot in the left sidebar of the settings screen:
SourcePurposeStatus
FacebookPull ad campaigns, spend, and insights from Meta Ads Manager.Primary + access
GHL (GoHighLevel)Sync leads, pipelines, and reporting from a GHL location.Connect location
StripeProducts, orders, and leads from Stripe.—
ClarityBehavioural metrics from Microsoft Clarity.—
A green dot means the source is connected; orange means action is needed.

​
Settings tabs

The per-business settings page is organised by tab:
  • Data Sources — Connect Facebook, GHL, Stripe, and Clarity.
  • Tracking — Pixels, UTMs, and tracking parameters.
  • KPIs & Budget — Targets for the KPI cards on the Dashboard and All Accounts.
  • Appointments — Calendar and booking rules.
  • Funnels — Define funnels used by the Filter Funnels control on the dashboard.
  • Lead Question — Map qualification questions captured in GHL.
  • Client management — Client-facing access.
  • Rules — Workflow rules across the business.
If you see the yellow banner “Lead qualification warning: Lead qualification rules are not set up. Open Settings → GoHighLevel to choose how qualified leads are counted.”, finish the lead qualification setup or your Qualified Leads, CPQL, and CPQBC metrics will report zero.

​
In this section

Connect your CRM (GoHighLevel)

Connect a GHL location, configure manual sync, lead qualification rules, and revenue settings.

Connect Slack

Push reports and alerts into Slack.

Developer integrations

OAuth apps, webhooks, and API keys for custom workflows.

Partner connectors

Packaged connectors for Salesforce, HubSpot, and more.

Connect Facebook (Meta Ads)

Connect Meta Ads to each business, set a primary access token, and manage multiple Facebook connections per ad account.

Connect Stripe

Connect a business's Stripe account to sync customers, products, and orders for revenue reporting.

Connect Microsoft Clarity

Sync rage clicks, scroll depth, and engagement signals from Microsoft Clarity's Data Export API and use them in automation rules.

Connect GoHighLevel

Connect a GHL location per business, define lead qualification rules, and map revenue fields for accurate KPIs.