🔗 myCRMSIM HighLevel Integration Guide

Learn how to integrate your myCRMSIM account with HighLevel, authorize the application, install the required conversation providers, and connect your HighLevel sub-accounts.

• An active myCRMSIM account.
• Access to your HighLevel agency or sub-account.
• You must be logged in to the main HighLevel app, not your white-label domain.

1. Log in to your myCRMSIM Dashboard.
2. You will land on the Dashboard page.

1. From the left sidebar, navigate to Integrations.
2. Click Connect with Agency or Connect with Your Account.
• If you are reconnecting an existing integration, click Reconnect instead.
3. You will be redirected to the HighLevel Marketplace App.

⚠️ Important:
Make sure you are logged in to app.gohighlevel.com, not your white-label domain.

1. On the HighLevel login page, enter your HighLevel credentials.
2. Click Sign in.
3. If prompted, complete the identity verification:
• Click Send Security Code.
• Enter the OTP sent to your registered email address.
• Click Verify.

⚠️ Important:
Always use app.gohighlevel.com for the integration. Using a white-label domain may cause the integration to fail.

1. An Install Confirmation screen will appear showing the permissions requested by the myCRMSIM app.
2. Review the permissions and click Next.
3. On the Select an Account screen, select your agency or location from the dropdown.
4. If you are an agency user:
• Select Install under all locations in [your agency name].
• Enable automatic installation to future locations.
• Click Proceed.

• Select the required providers.
• Available providers include:
• Android SMS
• WhatsApp
• iMessage

💡 Note:
These providers are white-labeled under My SMS Gateway App, so clients will not see myCRMSIM branding.

1. In your HighLevel account, go to Settings in the bottom-left navigation.
2. Click Phone System.
3. Open the Additional Settings tab.
4. Under Telephony Provider, select the Conversation Provider you want to use.
5. You can choose from the available providers based on your requirements:
• Twilio — Select this if you want to use Twilio as your conversation provider.
• LeadConnector — Select this if you want to use LeadConnector as your conversation provider.
• mySMS Gateway App — SMS, WhatsApp & Message — Select this if you want to use the myCRMSIM conversation provider.
6. Make sure your selected provider is marked as Default.

💡 Note:
You can select Twilio, LeadConnector, or mySMS Gateway App as your preferred conversation provider depending on your setup and messaging requirements.

1. You will be redirected back to the myCRMSIM Dashboard.
2. Navigate to Integrations.
3. Locate the HighLevel integration card.
4. Verify that the status shows 🟢 Connected.

1. From the left sidebar, go to Subaccount SIM.
2. Click Sync Locations.
3. Wait for the latest HighLevel locations to appear.
4. Use the search bar to find a specific sub-account if needed.
5. Turn ON the toggle for the sub-account you want to connect.
6. In the confirmation popup, click Yes, Confirm.
7. Wait for the success message.
8. Click Back to List and verify that the sub-account is shown as connected.

⚠️ Note:
Turning on a sub-account in myCRMSIM does not change or override settings in your HighLevel account.

• Your myCRMSIM and HighLevel integration is now complete.
• You can now use the connected myCRMSIM conversation providers within your HighLevel sub-account.