Help with "Connection" to CRM Feature Not Working - High Level / GHL

Hey @Alex-NLB alright, I rushed with conclusions - apologies.

As per your video, you are using the sGTM route, which means the app will distribute events you’ve setup only up until your server container, but then it’s on you to fire tags inside GTM accordingly. I described the concept in a neighbour thread here: Salesforce/Stape sGTM Integration

It’s only with CAPIG/Signals where setup ends at configuring the app, with sGTM there’s a few extra steps.

I can see how documentation is lacking in this aspect - we will be addressing that ofc.

1 Like