Integrity ↔ GHL Process Monitor & Sync Logger

Automatic Sync Schedule Active • 5:00 AM & 5:00 PM

Next Scheduled Sweep: Today at 5:00 PM • Countdown: --h --m --s

Total Process Runs

7 Active & Verified

Integrity ➔ GHL Inbound

4 Policies & MBIs Pulled

GHL ➔ Integrity Outbound

3 Appointed Leads (NPN 745514)

Flags & Retries

2 Duplicate & Checksums

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Connecting to Riley & Associates Bridge Engine...

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Integrity ↔ CRM Discrepancy Scanner

Scan Integrity for Missing CRM Records

Compares live records from Integrity Partner Gateway against your CRM. Spot clients who enrolled through Integrity but do not have an active CRM contact or opportunity, and sync them in 1 click.

Total Scanned

Missing in CRM

Unsynced Opportunity

Fully Synced

Show:

	Client Name & Contact	Integrity Lead ID	Carrier & Policy	Status	Action
Click "Scan Integrity Leads" to analyze all records against your CRM.

Showing 0 - 0 of 0 discrepancy records

Complete Data Flow Blueprint

What Truly Pulls from Integrity to GHL & How Bidirectional Sync Works

Comprehensive breakdown answering what fields flow between Integrity Partner Gateway and GoHighLevel CRM, including CMS/HIPAA compliance boundaries.

1. What Truly Pulls: Integrity ➔ GHL

Via GET /partners/leads & MedicareCENTER:

Integrity Lead ID: Unique integer ID (e.g. 600492) stamped in GHL.
Medicare Number (MBI): The official 11-char Medicare Beneficiary Identifier for CMS validation.
Enrolled Policy & Carrier: Carrier (UHC, Humana, Aetna), Plan Name, CMS Contract-PBP ID, Effective Date.
Direct Deep Link: Stamped URL to jump straight into Integrity Client Overview without searching.
Prescriptions & Pharmacies: Medication dosages and preferred pharmacy NPI from quote files.

2. What GHL Pushes: GHL ➔ Integrity

Via POST /partners/leads gated by tag integrity-sync:

Contact Demographics: Name, verified phones, email, full address, county, DOB, gender.
Agent Attribution: Bound directly to John Riley's active National Producer Number (NPN: 745514).
Medicare Part A & B Dates: Intake form enrollment dates passed directly to partner quote staging.
Tag Lifecycle: Replaces integrity-sync with integrity-synced upon success.

3. Does Integrity Pull from GHL?

The Direct Answer: No, Integrity has NO built-in pull mechanism.

Integrity’s cloud has no native scheduler or webhooks pointing outward into third-party CRMs like GoHighLevel.
Our Bridge is the Broker: Our Python bridge acts as the conductor—it polls GHL, pushes to Integrity, queries Integrity, and updates GHL.
CMS Hard Limits: Raw 10-year sales call recordings & commission checks stay locked inside internal compliance vaults.

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Find & Sync Client to CRM

Scan Integrity for Missing CRM Records

What Truly Pulls from Integrity to GHL & How Bidirectional Sync Works

Auto-Sync Schedule Configuration

Eleanor Vance

Process Summary

Field Modifications & Actions

Direct Portal Navigation

Raw JSON Payload