Connect GoHighLevel

Step 2: Connect it in Policy Stack

Policy Stack tests both permissions before it saves anything. It saves the token encrypted.

Step 3: Set up your pipeline

Confirming starts the first sync. There’s no other step.

• Skip — do not guess means Policy Stack ignores deals in that stage. It never guesses where an unmatched stage belongs.
• Marks a won deal records a deal as won in Policy Stack. It doesn’t change a policy, and it doesn’t send anything to GoHighLevel.

What happens next

Policy Stack reads your GoHighLevel sub-account once a day. New contacts wait for you to review them. See GoHighLevel sync and contact review.

Replace the token

If you make a new token in GoHighLevel, paste it into the card and choose Validate and replace. Your connection changes only after the new token passes both checks.

Disconnect

Choose Disconnect on the GoHighLevel card. Policy Stack deletes the token it saved and stops future syncs. Your Policy Stack records stay.

To shut the token off completely, also delete the Private Integration inside GoHighLevel.

Policy Stack is a tracking and visualization tool. It does not provide financial advice, recommendations, or opinions on what you should do with your banking system.

Policy Stack is independent of and is not affiliated with, sponsored by, or endorsed by Infinite Banking Concepts, LLC or the Nelson Nash Institute.