CentrusGoHighLevel

crm · read and write

Ask the pipeline. Book the visit.

Centrus integrates with GoHighLevel for UK field service businesses. Ask where a deal sits, book the visit and move the stage, without opening GoHighLevel. GoHighLevel stays your CRM.

Book a demoSee all 8 use cases

start with these

Sales open three screens to find out whether anyone booked the survey.

Ask where Kestrel Dental sits and Centrus reads the opportunity, the stage and the last activity in GoHighLevel. Ask for a survey and it finds the free slots, then books the one you pick into the calendar. Engineers book from the van on WhatsApp. GoHighLevel stays the CRM.

  1. 01

    Where is this deal?

    Ask about a deal on Teams. Get its stage, its value and when anyone last spoke to the contact.

    Works with GoHighLevel, Teams

  2. 02

    Survey booked into a GoHighLevel calendar

    Name the day. The free slots come back from the calendar, and the survey is booked on the one you pick.

    Read the use case: Survey booked into a GoHighLevel calendarWorks with WhatsApp, GoHighLevel

  3. 03

    Booked from the van

    An engineer asks on WhatsApp before leaving site. The survey goes on the calendar once he says yes.

    Works with GoHighLevel, WhatsApp

  4. 04

    Sales pipeline by stage from GoHighLevel

    Ask what the pipeline is worth. Get the count and value at each stage, and how many have gone quiet.

    Read the use case: Sales pipeline by stage from GoHighLevelWorks with GoHighLevel
01 / 04

setup

One sub-account, one token

An administrator connects once. Everyone else Enables the same location. The Agent Builder GoHighLevel node is a separate connection from chat.

01

Connect GoHighLevel

Open Integrations and click Connect on the GoHighLevel card. In the sub-account, create a Private Integration token under Settings and copy the Location ID from Business Profile. Other people then Enable the same location.

How to connect

02

Ask, then book

Start with a contact you already have. Ask where they sit in the pipeline, then book the visit. Check the first appointment in GoHighLevel, so the calendar and the stage names match how you run it.

03

Automate the repeat

When the same form becomes a deal every time, describe it in Agent Builder and drop the GoHighLevel node on the canvas. Connect Outlook if the form confirmation arrives by mail.

GoHighLevel in Agent Builder

what it covers

The contact, the pipeline, and the diary

Chat and Agent Builder share the same GoHighLevel actions. Long lists come back a page at a time. Connecting chat does not connect the Agent Builder node. That is a second connection. SMS and email from GoHighLevel wait for a confirm in chat.

connects through
A Private Integration token and a Location ID. Admin connects, everyone else Enables
reads and writes
Contacts, opportunities, calendars, messages, notes, tasks, invoices and forms
starts on
A schedule, an email, or someone asking in chat
where people ask
Web, WhatsApp and Teams

  • Contacts

    ask

    Search by name, email or phone, or open one contact

    change

    Create or update a contact, tags, notes, tasks and followers

  • Opportunities

    ask

    List deals by pipeline, stage or status

    change

    Create, update, move stage, mark won or lost

  • Calendars

    ask

    List calendars, free slots and appointments

    change

    Book, move or cancel a visit

  • Messages

    ask

    Read conversations and the last messages

    change

    Send SMS or email from the sub-account, after you confirm

  • Invoices

    ask

    List or open a GoHighLevel invoice

    change

    Send, void, or record a payment already taken

  • Forms and campaigns

    ask

    List forms, submissions and location tags

    change

    Add or remove a contact from a campaign or a workflow

GoHighLevel does not start the run. Something else does.

There is no GoHighLevel webhook. An agent starts on a schedule, an email, or someone asking in chat. GoHighLevel is the CRM the contact and the visit land in.

See how chat and agents work in Centrus

everything with GoHighLevel

All 8 use cases

Grouped by area of work. Search, or narrow the list by role or by the other systems you run.

8 use cases

01

New work coming in

3

Enquiries, portal tickets and emails turned into booked jobs.

New work use cases
02

Quotes and sales

2

Priced from your rate card, sent the same day, chased until they land.

Quotes use cases
03

Scheduling and dispatch

1

Visits confirmed, each day on WhatsApp, customers texted on the way.

Scheduling use cases
06

Finance and cash flow

1

Invoices chased, matched, checked against the contract and sent.

Finance use cases
07

Reports and numbers

1

Answers, reports and alerts from the systems you already run.

Reports use cases
previous integrationXeroAsk the books what is overdue, raise the invoice, and let agents chase and key the rest.next integrationFreshdeskAsk what a ticket is waiting on, reply in the thread, and turn reactive tickets into jobs.

questions

GoHighLevel questions

People ask where a contact sits, or tell Centrus to book the visit. It reads contacts, pipelines, calendars and conversations, creates or updates a record, books an appointment, and can send SMS or email from that sub-account once you confirm. Agents do the same when a form lands, or every Monday.

No. Outlook is the mailbox. Google Calendar is a diary. BigChange, Joblogic and Simpro are the jobs. GoHighLevel is the CRM: the contact, the pipeline and the visit you booked from a form. Connecting GoHighLevel does not connect Outlook, and it does not replace the job system.

No. GoHighLevel stays the CRM. Centrus works inside one sub-account through its Private Integration token, so a stage moved or a visit booked from chat shows on the same pipeline and calendar your sales team already uses.

That AI only sees what lives inside GoHighLevel. It does not see your job system, your inbox, your documents or anything else running the business day to day. Centrus sits across everything you use, so it is not limited by what one vendor decided to build.

A Private Integration token from the sub-account, which starts with pit-, and the Location ID from Business Profile. An administrator connects once from Integrations, and everyone else clicks Enable on the same location.

No. The GoHighLevel node connects one sub-account with its own token, Location ID and timezone, separate from chat. Connect it once per agent, so the form that becomes a deal runs without anyone asking.

Yes, after you confirm in chat. In agents, hold the send on an Approval step. That SMS is from the GoHighLevel sub-account. It is not the job-update text Front Desk sends to UK mobiles.

Yes. An agent marks the opportunity Won and creates the job in BigChange, Joblogic or Simpro, with the contact and the site carried across. The CRM and the job system stay separate, and nobody types the job in twice.

No. Your data is not used to train AI models, and training is switched off on our AI provider account. Data is encrypted in transit and at rest, and access is set per person through tags and roles.

GoHighLevel comes with every plan, from £299.99 a month. Chat uses message credits and agents use automation credits. Plans run month to month, with no lock-in, and paying annually saves 20%.See full pricing
Centrus AI

in the 30 minutes

  1. 01We start with how your operation actually runs, on the desk and in the field.
  2. 02We ask a GoHighLevel pipeline like yours where a deal sits, then book the visit and move the stage from chat.
  3. 03We pick out the admin that should run itself first.

See it working with GoHighLevel.

Found the use case you need, or doing something that isn't on the list? Book 30 minutes. Bring the job you want handed over, and we will show it on a setup like yours. You leave with a plan.

30 minutes / UK team / No lock-inOr see pricing