How SimProSync Works
Flexible integration that adapts to YOUR workflow. Whether you use Opportunities, Custom Objects, or both — SimProSync handles it all seamlessly.
Two Ways to Trigger Syncs
GHL users have different setups. Some track everything in Opportunities, others use Custom Objects. SimProSync supports both approaches — and you can even mix them.
Opportunities / Pipelines
Use pipeline stages to trigger actions. When an opportunity moves to "Quote Requested", automatically create a Quote in SimPro.
Best for: Simple setups where each opportunity = one job/quote. Quick to configure with GHL workflows.
Custom Objects
Use GHL Custom Objects (Projects, Sites, etc.) to store structured data. Perfect for complex workflows with multiple related records.
Best for: Complex setups with multiple sites per customer, detailed project tracking, or agency white-label solutions.
Mix & Match
You're not limited to one approach! Use Opportunities for deal tracking and Custom Objects for detailed site/project information. SimProSync pulls data from both sources through our Enrichment Engine.
The Integration Flow
From GHL trigger to SimPro record — here's what happens behind the scenes.
GHL Workflow Triggers
A workflow fires when an opportunity changes stage, a custom object is created, or any other trigger you configure. The workflow sends a webhook to SimProSync.
Enrichment Engine Activates
SimProSync automatically fetches ALL related data from GHL — contact details, all opportunities, linked custom objects, and business info. This gives you 100+ fields available for mapping.
Smart Field Mapping
Your configured field mappings transform GHL data into the SimPro format. The Smart Mapping Analysis even suggests mappings based on field names!
Auto-Create Dependencies
SimProSync automatically handles dependencies. Need to create a Job but the Customer doesn't exist yet? We'll create them first. No Site? We'll create that too.
Write Back to GHL ✓
After creating records in SimPro, we write the IDs back to GHL custom fields. This links your systems permanently and prevents duplicates on future syncs.
Result: Customer #5371, Site #9670, and Quote #6715 created in SimPro. IDs saved to GHL contact for future reference.
Available Actions
Every action you need to keep SimPro and GHL in perfect sync.
| Action | Source | Creates in SimPro | Use Case |
|---|---|---|---|
job.create |
Opportunity | Job + Customer + Site | Won opportunity → Schedule job |
job.create_object |
Custom Object | Job + Customer + Site | Project object → Create job |
quote.create |
Opportunity | Quote + Customer + Site | Quote requested stage |
quote.create_object |
Custom Object | Quote + Customer + Site | Quote object → SimPro quote |
lead.create |
Opportunity | Lead + Customer | New enquiry → Track lead |
lead.create_object |
Custom Object | Lead + Customer | Lead object → SimPro lead |
site.create |
Custom Object | Site (linked to Customer) | Multiple sites per customer |
customer.create |
Contact | Customer | New contact → SimPro customer |
job.update_stage |
Pipeline Stage | Updates Job Stage | Sync pipeline ↔ job status |
Smart Features
Built-in intelligence that makes integration effortless.
Smart Routing
Send the wrong action? SimProSync auto-detects and routes to the correct handler based on your data. Job action with quote data? We'll create a quote.
Mapping Suggestions
Our AI analyses your GHL fields and suggests SimPro mappings. "address1" → "Site.Address.Street" with 95% confidence. One click to apply.
Duplicate Prevention
Webhook fire twice? No problem. SimProSync checks for existing records by ID and name before creating, ensuring you never get duplicates.
Ready to Connect Your Systems?
Whether you use Opportunities, Custom Objects, or both — SimProSync adapts to your workflow. Setup takes less than 10 minutes.