HighLevel is a sales and marketing platform that helps agencies manage customer relationships.

With tools for automating lead generation, nurturing, and follow-ups, it simplifies tasks such as managing pipelines, sending email or SMS campaigns, and even scheduling appointments.

Click here to view all available HighLevel metrics and learn what's possible with the HighLevel integration!

To avoid a failed connection or error when integrating HighLevel with a Client, the person connecting must have:

Once the requirements above are met, follow these steps to connect HighLevel to a Client:

Step 1: Open the Client where you'd like to connect HighLevel, then click the Data Sources tab at the top.

Step 2: Click the blue Connect Data Source button in the upper right corner of the page.

Step 3: Search for HighLevel in the search bar at the top, then click the HighLevel card.

Step 4: Click the gray Plus (+) sign at the bottom to open the authorization window.

Step 5: Follow the prompts in the OAuth window to verify and finalize the connection.

Step 6: On the following page, click the circle to the left of the account or sub-account for which you want to see data in this Client.

Step 7: Click Connect to finalize the connection.

To make sure your reporting is accurate, review your HighLevel settings after connecting.

Step 1: Navigate to a Client with HighLevel connected, and select HighLevel under Default Dashboards.

Step 2: Within the HighLevel integration dashboard, select the settings icon, then within the Settings tab, select Manage.

Step 3: On the account page, click the Ellipsis to the right of the HighLevel account you want to update.

Step 4: Click Edit Settings in the dropdown.

In the HighLevel settings, click either menu to open a dropdown with additional values to choose from.

Currency should be set to match the currency of the account you've connected.

The second setting, Opportunity and Conversation Visibility, determines the type of filtering applied to the currently connected user account:

Once you've updated these settings, click Save in the bottom left to lock in the HighLevel settings for that Client.

HighLevel has updated its API and no longer supports agency-level connections for retrieving location-specific data. The location ID needed to pull your data is only available at the sub-account level, so a sub-account connection is required. The HighLevel user connecting the integration needs to be invited to, or already have permissions on, the sub-account being connected.

A few things can cause this:

Use the Created On date field in HighLevel when comparing records. This is the date value AgencyAnalytics uses to pull data. We also recommend excluding the current day from your comparison, since API delays or caching can make the most recent day's numbers appear incomplete.

HighLevel tag filters work exclusively with each other. If you filter by a single tag (for example, "Marketing Contacts"), only results with that tag will be displayed. Results with other tags won't be included, even if they'd otherwise match your other filters.

Tags aren't available to AgencyAnalytics directly via the HighLevel API. Our list of tags is built manually by pulling in all tagged contacts and filtering out unique tags, so we only include tags that are actually being used. Any missing tags are likely unused, meaning they would return zero results if used as filters or have zero contacts assigned to them.

You can display email campaign data and filter by Campaign Name or Campaign Type; the campaign list and totals both update to show only the campaigns that match.

Email campaign data needs a new HighLevel permission, and connections set up before October 13 will need to reconnect.

To reconnect and approve the permission:

Step 1: Open the client’s Data Sources page.

Step 2: Next to HighLevel, select Manage.

Step 3: Click Switch Account, then Connect New Account.

Step 4: Approve the new permissions, then select the same location as before.

No. Your other HighLevel widgets continue to work as usual. Only the email campaign widget needs the new permission.

You can filter and group Opportunity widgets so your clients see only the deals and channels that matter most to them.

Opportunity widgets can be filtered by:

The Stage filter follows the Pipeline you've selected, so stage names won't show up twice when more than one pipeline uses the same stage names.

You can group Opportunity widgets by Source to see which channels bring in the most opportunities.

The widget gallery has a ready-made Opportunities by Source pie chart. Add it to a report to show clients which channels are filling their pipeline.

If you have any questions, please contact our friendly support team by following these instructions! We're available 24/5 to help 😄