---
title: 'Applied Epic + GoHighLevel'
url: 'https://www.staging38.commercient.com/product/applied-epic-gohighlevel/'
date: '2026-06-19T09:57:02-04:00'
modified: '2026-06-19T09:57:02-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Applied Epic to GoHighLevel, giving your team access to Applied Epic data directly within GoHighLevel. No complex coding required.'
featured_image: 'https://www.staging38.commercient.com/wp-content/uploads/2026/06/Commercient-Product-Image.webp'
language: en-US
post_type: product
woocommerce:
  price: '0 USD'
  stock_status: instock
  attributes: { Product: SYNC }
---

Commercient connects Applied Epic and GoHighLevel, giving sales teams access to ERP customer, order, invoice and inventory data from inside GoHighLevel. When included in scope, the integration can also push GoHighLevel Opportunities back to Applied Epic to trigger order fulfilment or invoicing workflows.

## What syncs

- Display Applied Epic Invoices in GoHighLevel
- Access Applied Epic Items and Inventory from GoHighLevel
- Export GoHighLevel Opportunities as Applied Epic Sales Orders
- Sync Applied Epic Sales Orders and Status Updates to GoHighLevel
- Update GoHighLevel Contacts from Applied Epic Customer Contacts
- View Applied Epic Inventory in GoHighLevel

## Why Commercient

### New customer onboarding

Connect GoHighLevel new Businesses to Applied Epic Customers so new customers created in the CRM are available in the ERP for billing, order processing and fulfilment.

### Pricing and discount visibility

Sync Applied Epic Price Lists to GoHighLevel so sales reps can reference current pricing, discount tiers and customer-specific rates from inside the CRM without ERP access.

### Forecast and pipeline accuracy

Align GoHighLevel deal values and expected close dates with Applied Epic order and revenue data to give sales managers more accurate pipeline reporting and revenue forecasts.

### Credit and order limit visibility

Sync Applied Epic customer credit status and order limits to GoHighLevel so sales reps know a customer's account standing before quoting or accepting new orders.

## About Applied Epic

Applied Epic is agency management software for commercial insurance brokers, managing policies, clients, renewals, commissions and carrier relationships.

## About GoHighLevel

GoHighLevel is an all-in-one sales and marketing platform for agencies and businesses, managing contacts, pipelines, automations, SMS, email and appointment scheduling.

## Frequently asked questions

### Can Applied Epic Customers sync into GoHighLevel Businesses and Contacts?

Yes, Commercient can sync Applied Epic Customers into GoHighLevel as Businesses and Contacts. This gives sales teams access to ERP account data from inside the CRM. Exact field mapping and sync frequency are configured per project.

### Can GoHighLevel Opportunities be connected back to Applied Epic as Sales Orders?

Commercient can support connecting GoHighLevel Opportunities back to Applied Epic as Sales Orders when included in the integration scope. This allows approved CRM deals to flow into ERP fulfilment workflows. Two-way sync capability depends on project configuration.

### How often does the Applied Epic and GoHighLevel sync run?

Commercient typically runs on a scheduled sync, with frequency configurable based on business requirements. Near-real-time and scheduled batch options are available depending on system capabilities and project scope.

### Can sales reps see Applied Epic Invoices and Payments inside GoHighLevel?

Yes, Commercient can surface Applied Epic Invoices and Payments data inside GoHighLevel so sales reps can review account financial status without leaving the CRM. Exact field display depends on project configuration.

### Can Applied Epic Items and Inventory be accessed from GoHighLevel?

Yes, Commercient can sync Applied Epic Items and Inventory to GoHighLevel so sales teams can check product availability and pricing from inside the CRM. Supported objects and sync direction depend on project scope.