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Integrating GoHighLevel (GHL) with RetireFlo
Run your business on a GoHighLevel-based CRM — Done For You (DFY), GoGuru, AgentCRM, Seven Figure CRM, or any other GHL platform? Connect it to RetireFlo and every submission automatically updates existing clients or creates new leads in your CRM. Unlike our other integrations, this one is set up from inside GoHighLevel — here's how.
Log in to GoHighLevel
Sign in to your GoHighLevel CRM account — whichever GHL-based platform you use (DFY, GoGuru, AgentCRM, Seven Figure CRM, etc.).
Open the App Marketplace
From your GoHighLevel dashboard, look for the App Marketplace tab and open it.
Search for RetireFlo and click Install
In the App Marketplace, search for "RetireFlo" and click Install.
Follow the installation prompts
GoHighLevel walks you through connecting your account to RetireFlo. Once it's done, head back to your RetireFlo Integrations page — GHL will appear under Connected integrations with a green Enabled badge, and your submissions start flowing.
Good to know
- Works with every GHL-based CRM — if your platform is built on GoHighLevel (DFY, GoGuru, AgentCRM, Seven Figure CRM, and many white-labels), this is your integration.
- What it does: each RetireFlo submission automatically updates the matching client in your CRM or creates a new lead if they're not there yet.
- Can't find the App Marketplace? Its placement varies slightly between GHL white-labels — check your left navigation or settings menu, or ask your CRM provider where their marketplace lives.
- Not on GHL? Check the Integrations tab for IntegrityCONNECT, HealthSherpa, MedicarePRO and more — or export your data to any CRM.
Still stuck?
Grab a time with the RetireFlo team and we'll walk through it with you — or ask the community, someone's always online.