Step 1: connect the HighLevel location
Pipeline sync depends on the same OAuth connection used for contacts. Do not start stage mapping until the integration shows a connected location.Step 2: load your HighLevel pipelines
Open the pipeline mapping section and wait for Consuelo to load the pipelines and stages returned by HighLevel.Step 3: map each HighLevel stage to a CRM stage
Work stage by stage. Only mapped stages participate in the sync.Step 4: save the mappings
After you save, Consuelo stores the stage-level mapping for the workspace.Step 5: run the pipeline sync
Trigger the sync once the mappings are in place. The sync job:- fetches HighLevel opportunities
- skips unmapped stages
- creates or updates local opportunity sync records
Step 6: review conflicts if needed
If you want to inspect differences before a larger run, use the conflict check option. That compares the stored HighLevel stage against the current CRM stage for synced opportunities.Common setup mistakes
- mapping only the pipeline and forgetting the stages
- leaving active HighLevel stages unmapped
- expecting opportunities in unmapped stages to sync automatically