📈 HighLevel
HighLevel is a sales and marketing platform that helps agencies with customer relationship management. Agencies can use the tool to analyze customer data and create personalized strategies that resonate with clients' audiences.
With tools for automating lead generation, nurturing, and follow-ups, it simplifies tasks like managing pipelines, sending email or SMS campaigns, and even setting up appointment scheduling.
API and Data Access
HighLevel API 2.0
365 days of historical data
Sub-account support
Click here to view all available HighLevel metrics and learn what's possible with the HighLevel integration!
🔌 Connect HighLevel
To avoid a failed connection or error when integrating HighLevel within an AgencyAnalytics campaign, the person connecting must:
Be logged into the HighLevel account you want to connect
Have V2 API access
If the above requirements are met, simply follow these steps to connect:
Open the Campaign where you'd like to connect HighLevel
Click Integrations (plug icon) on the left side menu
Search HighLevel in the upper right search box, then click the HighLevel card
Click Connect New Account to launch the HighLevel oAuth window
Follow the prompts in the oAuth window to verify and finalize the connection
On the following page, click the circle to the left of the account or sub-account for which you wish to see data in this campaign, then click Connect to finalize the connection.
⚙️ Manage HighLevel settings
To ensure the most accurate reporting for your clients, we recommend reviewing your HighLevel settings:
Navigate to a campaign with HighLevel connected
Click integrations (plug icon) in the left sidebar
Search HighLevel in the upper right search bar
Click HighLevel to open the account page
Once on the account page, click the ellipsis to the right of the HighLevel account you want to update, then click Edit Settings in the dropdown.
In HighLevel settings, click either menu to open a dropdown with additional values to select 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 that will be applied to the currently connected user account.
View All (Default setting) | Allows all opportunities and conversations to be viewed regardless of which user account is connected. |
View Current User Only | Limits opportunities and conversations to only those that have been assigned to the currently connected user account. |
View Current User and Unassigned | Limits opportunities and conversations to only the current user and those not specifically assigned |
View Unassigned Only | Displays opportunities and conversations that are not assigned to any specific user account |
Once updated, click Save in the bottom left to lock in these HighLevel settings for the associated campaign.
💬 Need additional help?
If you have any questions, please contact our friendly support team by following these instructions! We're available 24/5 to help 😄