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CRM integration

WorkCurrent + HighLevel

Claire plugs into HighLevel to turn every sales call into structured pipeline updates, follow-ups, and automations.

How it works

Native connection to your HighLevel sub-account. Claire reads your pipelines, opportunities, and contacts, then writes back call summaries, stage changes, and next steps the moment a call ends.

What WorkCurrent does in HighLevel

  • Sync call notes and next steps to opportunities
  • Auto-update opportunity stage, value, and status
  • Create contacts and opportunities from new calls
  • Trigger HighLevel workflows from conversation outcomes
  • Conversation-adjusted forecast across pipelines