GoHighLevel lead qualification:
know who can pay before you dial.
SimpleCheck is the most popular lead qualification integration for GoHighLevel. Credit score, available credit, and income land directly in your GHL contact records at opt-in, with SmartRoute handling lead routing automatically.
What GoHighLevel does well, and the one thing it cannot do
GoHighLevel is the all-in-one CRM, funnel builder, and automation platform used by the majority of high-ticket coaching, consulting, and agency businesses. It handles pipelines, email/SMS automation, booking calendars, and more. Most SimpleCheck clients run their entire sales operation inside GHL.
How SimpleCheck integrates with GoHighLevel
No rip-and-replace. SimpleCheck adds financial qualification data to your existing GHL setup without changing your workflows, forms, or pipeline structure.
SimpleCheck connects to your GHL account via webhook and custom fields
When a lead opts in, financial data pulls in 0.7 seconds
Credit score, available credit, and income populate as custom fields on the GHL contact record
SmartRoute triggers GHL workflows based on qualification tier
Qualified leads move to your closer pipeline stage automatically, unqualified leads route to downsell workflows
The GHL-specific advantage: Build SmartLists filtered by credit score, available credit, or qualification tier to create segmented dialing lists and email marketing lists. GHL Workflows can trigger on SimpleCheck custom field values - if credit score is above 700 AND available credit exceeds $10K, move to 'Qualified - Book Closer' pipeline stage. Below threshold? Trigger a downsell SMS sequence. Different reps, different offers, different automations - all based on real financial data, all running inside GHL's Workflow builder.
See SimpleCheck data inside GoHighLevel live
On the demo call, we pull your own financial data and show you exactly what your GHL contact records would look like with SimpleCheck connected.
Book a DemoFinancial data right inside your GoHighLevel records
Every lead's financial profile appears as custom fields in GHL before anyone picks up the phone. No switching tools. No manual lookups. The data is just there.
Standard data includes credit score, available credit, and reported income. Additional data points are available as needed, including home equity, investment accounts, tradelines, and debt-to-income ratio. See full pricing and data options →
Custom fields on GHL contact record
Build GHL SmartLists filtered by credit score, available credit, or qualification tier. Create separate dialing queues for closers (700+ credit) and setters (620-699). Every rep works a list matched to their role.
Run different GHL Workflows based on financial qualification. Qualified leads get a closer booking sequence. Borderline leads get a setter SMS cadence. Unqualified leads get a downsell email automation. Same funnel, three different paths.
Route leads to different reps, present different offers, and run different Pipeline stages based on real financial data. No more round-robin guessing. Every lead goes where the data says it should.
What happens when GoHighLevel gets real financial data
"30% of all calls we were scheduling simply, even if they wanted to, could not afford our service. Now we route by the data and our closers only talk to buyers."
Tim Madden, Executive Career Upgrades, $500K-$1M/mo
Your GHL has everything except
the answer to "can they actually pay?"
600+ businesses across 80+ industries use SimpleCheck to add financial lead qualification to their CRM. See it work with GoHighLevel on a live demo.
No contracts. No SSN required. Works with GoHighLevel and 10+ other CRMs.