IT Setup: Laylah Integration

Last updated: August 28, 2026

Focal connects to Laylah to sync your contacts, push meeting summaries, and push tasks directly to your CRM. Once connected, your Laylah contacts populate in Focal automatically, and new Laylah contacts automatically appear in Focal.

Connecting Laylah

Setup has two parts: a firm admin connects and configures Laylah for the whole firm, then each user connects their own Laylah account.

Firm setup (admin)

  1. In Focal, go to Settings > Firm integrations > Laylah and click Configure.

  2. On the Overview tab, review what the integration enables, then click Connect

  3. A Laylah sign-in window opens, log in with your Laylah account

  4. Finish configuring your Laylah settings for your firm. Recommended values are below:

    Config Question

    Value

    Contact sync

    ON

    This populates Focal's client tab with CRM contacts

    Sync type

    CONTACT

    Focal uses email and phone from this object to detect who is in your meetings

    Push summary type

    How you want Focal summaries to appear when sent to CRM.

    Currently Laylah only supports "Comments", but we are working with their team to enable more options soon.

    Push summaries to

    Contact + Household + Organization

    This allows you to choose which Laylah entities advisors can attach Focal summaries to.

User setup (each advisor)

  1. In Focal, go to Settings > User integrations > Laylah and click Connect.

  2. Sign in with your Laylah credentials when the window appears.

  3. Once connected, go to Clients in the left sidebar to verify your Laylah contacts have populated.

Contact sync

  • Laylah → Focal: New contacts added in Laylah appear in Focal within 1-3 minutes.

  • Edits to contacts in Laylah also appear in Focal within 1-3 minutes.

Pushing meeting summaries to Laylah

  1. In Focal, go to Conversations and open a conversation.

  2. At the bottom, use the Select CRM contact dropdown to choose the Laylah contact.

  3. Click Send to CRM.

Pushing tasks to Laylah

  1. In Focal, go to Conversations and open a conversation.

  2. Open the Tasks tab.

  3. Check the box next to each task you want to send.

  4. At the bottom, use the Select CRM contact dropdown to choose the Laylah contact.

  5. Click Send to CRM.

The task will appear under the contact in Laylah.

Laylah Data for Ask Focal and Meeting Prep

  • Ask Focal questions about your clients to search across Focal conversations, and specific fields in Laylah. Currently only a number of profile fields are supported for this feature - past Laylah notes and tasks are not supported at this time.

  • Please contact support@meetwithfocal.com and https://laylah.ca/contact/form with feedback on additional fields you'd like to see.

Troubleshooting

  • Connection fails on first attempt: Go to Settings > Firm integrations > Laylah, click Disconnect, and repeat the configuration steps above.

  • Contacts not appearing after connecting: Refresh your browser, then navigate to Clients. If contacts still don't appear, disconnect and reconnect the integration.

  • Sign-in issues: Make sure you're using your Laylah credentials and that your Laylah account is active.

Related articles