CrankWheel Adds HighLevel & Zoho CRM Integrations

Every second counts when connecting with prospects. That’s why seamless CRM integrations aren’t just nice-to-have features, they’re essential tools for closing more deals faster. CrankWheel has listened to user feedback and is excited to announce two powerful new native integrations: HighLevel (GHL) and Zoho CRM.

With these additions, CrankWheel now supports six native CRM integrations, giving sales teams unprecedented flexibility alongside our existing Zapier and API-based integration capabilities. These new integrations deliver the same robust functionality as our robust Salesforce integration, ensuring your team can work seamlessly across any platform.

Whether you’re an agency running campaigns through HighLevel or a sales organization managing global operations with Zoho CRM, these integrations will transform how quickly you can connect with prospects and track your success.

Why Native CRM Integrations Matter for Sales Teams

Native integrations eliminate some friction that can kill momentum in sales conversations. Instead of juggling multiple platforms, copying contact details, or losing valuable context between systems, you can launch CrankWheel screen-sharing sessions directly from your CRM with just a few clicks.

The benefits are clear: faster response times, fewer missed opportunities, and complete visibility into every customer interaction. When your screen-sharing tool works seamlessly within your existing workflow, you spend more time selling and less time managing technology.

CrankWheel HighLevel Integration Features and Benefits

HighLevel has become the go-to platform for marketing agencies and small-to-medium businesses looking to streamline their sales and marketing operations. Understanding this growing demand, CrankWheel’s HighLevel integration brings instant screen sharing directly into your agency workflow.

The integration offers three core capabilities that will accelerate your sales process:

Instant Session Launch: Start CrankWheel sessions directly from any contact or lead record within HighLevel. No more switching between tabs or losing your place in complex sales funnels.

Automatic Contact Population: When you launch a session, CrankWheel automatically pre-fills the contact’s mobile number and email address, eliminating manual data entry and reducing errors.

Complete Activity Tracking: Every meeting and screen-sharing session automatically logs back to the contact record, including links to recordings. This gives your entire team visibility into client interactions and helps maintain continuity across handoffs.

Consider this scenario: An SDR at a marketing agency receives an inbound lead notification in HighLevel. Instead of scheduling a follow-up call, they can immediately launch a CrankWheel session directly from the lead record, connect with the prospect in seconds, and demonstrate their services while the lead is still engaged. The entire interaction automatically records back to HighLevel, creating a complete activity history.

CrankWheel Zoho CRM Integration Explained

Zoho CRM’s global reach and comprehensive feature set make it a popular choice for sales organizations across industries. CrankWheel’s Zoho integration brings the same powerful screen-sharing capabilities directly into your existing sales process.

The Zoho CRM integration provides the same robust functionality as our HighLevel integration:

Native Session Launching: Initiate screen-sharing sessions without leaving Zoho CRM, maintaining your workflow momentum and keeping all context readily available.

Smart Data Integration: Contact information flows seamlessly between systems, ensuring accuracy and saving valuable time during high-stakes sales conversations.

Comprehensive Meeting Logs: All interactions, including detailed meeting notes and recording links, automatically sync to the appropriate contact records for complete visibility.

This integration particularly benefits sales managers, who need oversight across multiple team members and territories. With all CrankWheel activity visible within Zoho CRM, managers can easily track team performance, identify successful strategies, and provide targeted coaching where needed.

How to Set Up CrankWheel CRM Integrations

Getting started with either integration takes just minutes. CrankWheel has designed the setup process to be administrator-friendly, while ensuring that individual users can activate features quickly.

Step 1: An account administrator configures the integration within CrankWheel’s settings. This one-time setup establishes the connection between your CRM and CrankWheel account.

Step 2: Once configured, CrankWheel automatically prompts all users on your account to complete two simple steps that enable full integration functionality for their individual profiles.

Step 3: Your entire team is ready to launch screen-sharing sessions directly from your CRM, with all activity automatically tracked and recorded.

The streamlined setup process means you can have your entire sales team using these powerful integrations within the same day you decide to implement them. No lengthy IT projects or complex technical requirements—just immediate productivity gains.

For detailed setup steps, see the setup guides for each CRM, which you can find in our integration center.

Why Sales Teams Need CrankWheel CRM Integrations

These integrations represent more than just technical improvements—they’re strategic advantages that directly impact your bottom line. Sales teams using native CRM integrations consistently report measurable improvements in key performance metrics.

Time savings translate to more meaningful prospect interactions. When your team can launch screen-sharing sessions instantly, they can capitalize on moments of peak prospect interest instead of losing momentum to scheduling delays or technical complications.

Consistent activity tracking improves forecasting accuracy. With every interaction automatically logged, sales managers gain unprecedented visibility into pipeline activity, making it easier to identify bottlenecks and optimize team performance.

Simplified workflows increase adoption rates. The easier your tools are to use, the more consistently your team will use them. Native integrations remove barriers that often prevent sales teams from fully leveraging screen-sharing technology.

Most importantly, these integrations help sales teams close more deals faster by eliminating the friction between initial contact and meaningful conversation. In competitive markets, the ability to connect with prospects immediately often makes the difference between winning and losing deals.

Get Started with CrankWheel CRM Integrations

Ready to transform your sales process? Both the HighLevel and Zoho CRM integrations are available now for all CrankWheel users. If you’re already using CrankWheel, contact your administrator to enable these powerful new features for your team.

New to CrankWheel? This is the perfect time to discover how instant screen sharing can accelerate your sales process. Our native integrations ensure you can start benefiting immediately, regardless of which CRM platform your team prefers.

Don’t let technical friction slow down your sales momentum. Try CrankWheel for free and see for yourself how seamless CRM integration can help you connect with more prospects, close more deals, and build stronger relationships with less effort.

Your prospects are ready to buy—make sure your technology is ready to sell.