CRM Systems

A CRM integration pushes every inquiry NZ Leads handles into your CRM as a new contact (or lead). You stop doing manual entry, and your team has every lead and every conversation in one place.

ℹ️

CRM integrations live on the CRM sub-tab of a source’s Messaging Settings → Integrations tab. Each CRM has its own card you can enable, configure, and validate.

ℹ️

Looking for GoHighLevel? In the UI its card is labeled “LeadConnector” — the product has been renamed. The setup and behavior are unchanged. See LeadConnector (GoHighLevel).

Supported CRMs

NZ Leads has direct, purpose-built connectors for nine CRMs. If your CRM isn’t one of them, you have two more options: REST Webhook (Custom CRM Integration) if you can host a JSON endpoint, or Zapier for a no-code route.

HubSpot

Create and update contacts matched by email, with a note of the original inquiry.

PipeDrive

Create and update persons with name, email, phone, and postal code.

Workiz

Create leads in your field service CRM. Supports marking leads as lost.

LeadConnector (GoHighLevel)

OAuth connection at the company or location level. Matches by phone to avoid duplicates. Card is labeled LeadConnector in the UI.

HousecallPro

Create customers and optionally jobs with contact info, address, and notes.

SmartMoving

Purpose-built for moving companies — captures origin, destination, move date, and referral source.

Salesforce

OAuth connection. Create records as Leads or Contacts, with optional job description.

Monday.com

Create items on a board you pick, in the group you pick, with customizable column mapping.

Zapier

Polling-based connection — a Zap on your side pulls new leads and routes them anywhere.

REST Webhook (Custom CRM)

For any CRM not listed above. NZ Leads POSTs lead events as JSON to a URL you host, with an X-Secret-Key header for verification.

Which one should I pick?

If you’re not sure which CRM fits, use this as a rough guide:

Field service (HVAC, plumbing, electrical, cleaning, etc.): Workiz or HousecallPro.
Moving companies: SmartMoving — it captures move-specific fields no other CRM does.
Marketing agencies and everything-in-one operators: LeadConnector (GoHighLevel).
Sales-driven teams with a pipeline: HubSpot, PipeDrive, or Salesforce.
Project-managed teams tracking work on a board: Monday.com.
A CRM not on this list and you can host an endpoint: REST Webhook (Custom CRM).
A CRM not on this list and you want a no-code route: Zapier.

Shared options on every CRM card

These options appear on every CRM integration card. Per-CRM pages will only mention them when they behave differently for that CRM.

Enable

A simple on/off toggle for this integration on this source. When off, nothing is sent to the CRM from this source. Default: off (the integration only runs after you turn it on).

Inherit from parent

Only shown on a location that has a parent business. When on, the location uses the parent business’s settings for this integration — same credentials, same options. When off, the location has its own settings that override the parent. Use Inherit from parent when all your locations should behave identically, and turn it off only on a specific location if it needs to be different.

Create customer only when contact info is captured

Label: Create customer only when contact info is captured (in some places: “Create in CRM only after phone/email is collected”). Default: off.

When on — NZ Leads waits to push the lead into your CRM until it has captured either a phone number or an email from the conversation. Leads that never share contact info are never written to your CRM.
When off — A CRM record is created the moment the lead reaches out, even if you don’t have their phone or email yet. Contact info is added later when it’s collected.

Use this when you want your CRM to only contain real, reachable leads — not every inbound ping.

Create only for new leads

Label: Create only for new leads. Default: off.

When on — NZ Leads checks your CRM first. If a contact with the same phone or email already exists, it is not touched — no new record is created and no updates are pushed. Only brand-new leads are added.
When off — Existing records are found and updated (where the CRM supports it — e.g., HubSpot matches by email, LeadConnector by phone). New data is added to the existing record.

Use this when you don’t want NZ Leads overwriting CRM records you’re curating manually.

Include source name

Label: Include source name in payload. Default: off.

When on — NZ Leads adds the source name (e.g., “Yelp – Main Location”) to what it pushes into your CRM. Depending on the CRM this shows up in the note, in a tag, or in a custom field.
When off — The source name is not included.

Use this when you run multiple sources and want to see in your CRM where a lead came from.

Validate Connection

A button on every card that tests your credentials right now. On success, you see a green confirmation. On failure, the error from the CRM is shown inline so you can fix it.

Disconnect

Removes your credentials for that CRM on that source. You’ll be asked to confirm. After disconnecting, no more leads are sent to the CRM until you reconnect.

Error log

If the integration runs into a problem while processing a real lead, the most recent error and its timestamp are shown right on the card.

Questions about CRM integrations? Email support@nzleads.com.