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Integrations

My account → Integrations

Connect your clients’ contact details to another platform or receive records from it. Check each destination and verify transfers before considering setup complete.

Choose the direction · Connect a CRM · Send to another platform · Receive clients · Review and disconnect

View this page’s sections01Choose the direction02Connect a CRM03Send to another platform04Receive clients05Review and disconnect
01

Choose the direction

Distinguish sending contacts from receiving them.

01

Open Integrations

Open My account → Integrations. Find the section for the platform you want to connect.

Open Integrations
02

Decide whether to send or receive

GoHighLevel, NinjaPipe and Send to another platform transfer contacts out of CoachPro Tools. Receive clients from another platform creates or updates records here. Zapier provides actions and events for configuring the direction.

Decide whether to send or receive
02

Connect a CRM

Enter credentials and check the destination.

03

Enter GoHighLevel details

In the GoHighLevel section, enter the Location ID and that location’s private integration token. Select ? to read the panel instructions and check contact and location permissions in your provider.

Enter GoHighLevel details
If you do not have the details yet

Obtain credentials for the location you will use. Do not paste another account’s ID or a token from another location. Return to this section once you have both.

If you do not have the details yet
04

Connect and review messages

Select Connect. If a format error appears, correct the indicated field. If the server rejects the connection, check the location, token and permissions before retrying.

Connect and review messages
05

Check the connected location

Check the name shown as connected. Review contacts sent, last transfer and pending items. The token is no longer displayed after connecting; check the destination name rather than the token.

Check the connected location
06

Send existing clients

Select Send all my clients to transfer existing records. Wait for the result and check a record in GoHighLevel. Later changes to records can generate further transfers.

Send existing clients
If a contact is missing in GoHighLevel

Check the email and phone in Clients: GoHighLevel needs at least one. Save the correction and review the integration’s result and errors.

If a contact is missing in GoHighLevel
07

Connect NinjaPipe

Enter the NinjaPipe API key, which starts with np_, and select Connect. Check confirmation. To transfer existing records, use the send-all-clients control in that section.

Connect NinjaPipe
If the key is not accepted

Check that you copied the full key without spaces or extra text. Read the message before connecting again.

If the key is not accepted
08

Configure Zapier

Select Connect with Zapier. In Zapier, choose the CoachPro Tools event or action and complete the requested connection. To authorise incoming data in CoachPro Tools, create the key described below. Check the connected-Zaps indicator when you return.

Configure Zapier
03

Send to another platform

Set up and test an outgoing address.

09

Prepare an outgoing address

Under Send to another platform, enter a name identifying the destination and paste its HTTPS URL. Use the address that receives contacts in your automation.

Prepare an outgoing address
10

Add a secret if your destination uses one

The secret is optional. If your automation verifies the transfer signature, enter the same secret it uses for verification. If you have not configured that verification, leave the field empty.

Add a secret if your destination uses one
11

Add the address

Select Add address. Check that the destination appears in the list with the correct name and URL.

Add the address
If the address is not saved

Read the message. Check that the address starts with https:// and contains no spaces. If the address limit is reached, review which destinations are still needed before removing one.

If the address is not saved
12

Test the destination

Select Test on the saved address. A test contact is sent so you can identify the fields. Check the CoachPro Tools message and receipt in your automation before using client data.

Test the destination
13

Send existing records to that destination

Select Send all on the correct row. Wait for processing and check sent, pending and error information. Check a received record; avoid repeating the full transfer only because it is not yet visible on another screen.

Send existing records to that destination
04

Receive clients

Create a key and configure incoming data.

14

Copy your incoming address

Under Receive clients from another platform, select Copy beside the address. This URL is the destination for the action that creates or updates clients in CoachPro Tools.

Copy your incoming address
15

Create a key with a recognisable name

Enter the automation or platform name and select Create key. Use a separate key to identify each connection.

Create a key with a recognisable name
If the name is missing

Enter a name before creating it. The list later shows names and prefixes; a recognisable name helps you choose which connection to revoke.

If the name is missing
16

Copy the key before closing

Select Copy under Copy your key now and store it in your connection’s private settings. The full key is displayed once only. Do not include it in a public link.

Copy the key before closing
If you closed without copying it

The list does not let you recover the full key. Create a new one, update the connection and remove the old one once it is no longer used.

If you closed without copying it
17

Configure the incoming request

In your automation, use POST to the copied address and authorise with Authorization: Bearer KEY or X-API-Key: KEY. Send the contact fields name, email, phone, with at least an email or phone. Read the section’s ? instructions to check the format.

Configure the incoming request
18

Check the received record

Test with a fictional contact and find the record in Clients. Check name, email and phone. An existing email updates its record; check the address before repeating a test on a real client.

Check the received record
05

Review and disconnect

Check errors before repeating a transfer.

19

Review pending items and errors

Check the destination status: last transfer, pending items and any error message. Correct credentials, address or data according to the message and check receipt again. An active connection does not mean synchronisation is complete.

Review pending items and errors
20

Disconnect a destination you no longer use

Use Disconnect for the CRM or Remove for an address and review confirmation. This stops future transfers to that destination; it does not delete contacts already received by the other platform.

Disconnect a destination you no longer use
21

Revoke an incoming key

Select Remove on the correct key and confirm after checking its name and prefix. The automation using it will no longer be authorised. When replacing it, configure and test the new key before removing the old one.

Revoke an incoming key

Check the result

A visible connection does not prove that every contact arrived. Check the transfer result and the record in the destination platform.