Integrations
Not just a form. A workflow.
ClientKeep collects the same critical Medicare intake data agents need — then keeps it organized, branded, searchable, audit-ready, and synced to your CRM.
Connect GoHighLevel
Authorize the connection once. ClientKeep auto-creates the custom fields you need, keeps your contacts in two-way sync, writes verified intake back to the matching contact, and lets you send secure invite links by text message — all from your existing workflow.
- OAuth connection — no API key juggling
- Auto-created custom fields: Verified Doctors, Hospitals, Pharmacies, Medications, Most Recent Submission Date, Provided Address
- Two-way contact sync (your CRM remains the source of truth for identity)
- Write-back of completed intake + a short summary note
- Send intake-invite links by text from your CRM
- Real-time updates when a contact is created, updated, or removed
Connection
GoHighLevel ⇄ ClientKeep
contacts.readonly · contacts.write
locations.readonly · users.readonly
locations/customFields.readonly · .write
Disconnect anytime from Settings → Integrations. Data already written stays in place.
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