My Profile

1. Log in to GoHighLevel and open your own sub-account (not the agency view).
2. Go to Settings → Private Integrations → Create new integration. Name it CLEAR Toolkit.
3. Turn on these permissions: View Contacts, Edit Contacts, View Locations, View Tags and Send messages.
   In GoHighLevel's list: contacts.readonly, contacts.write, locations.readonly, locations/tags.readonly, conversations/message.write.
4. Click Create and copy the token (it starts with pit-). GoHighLevel shows it only once.
5. Find your Location ID: Settings → Business Profile, or the code after /location/ in GoHighLevel's web address.

To bring your agents in: export your realtor contacts from your CRM to a spreadsheet (CSV), then open My Agents → From a spreadsheet. In Shape: All Records, filter to your realtors, then Export.

To send leads into your CRM (optional): paste the webhook address your CRM gives you for new leads (in Zapier or Make, a "catch hook"). We send one test lead named "ClearEquity Test" to check it.