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Zachary Smith
Integrate GoHighLevel so clients can view tags directly within their own HighLevel accounts. The client mentioned their boss seeing this capability elsewhere and prefers it to avoid their clients learning another platform.
  • Do we want to open up the capability to export from Crystal Insights?
  • Do we want to build a rest API into crystal insights? (Tony wants to do this)
- Need to identify fields that fall into API (client wasn’t sure which fields yet)
  • What would we want to export and why?
- Export options
- Highlevel
  • Assigning AI attributes to existing leads in HighLevel and writing to tag field
- Looker Studio
  • When they open it they can see the data from Crystal Insights without needing training on a new software.
  • They want to push key data (AI attributes) from Crystal Insights into Looker Studio
  • Currently, they manually listen to leads, build a spreadsheet, and upload the data into Looker Studio.
- Automated excel report
  • Create a report of any of the key data they want and send it to preferred email.