HighLevel Integration

Get started with the HighLevel Integration

Step 1: Authenticate and Authorize via API Token

•  Login to your HighLevel account. The API token will be under Settings > Company. Copy the key under Company Data.

• Go to LeadFuze app, click on Integrations under Settings

•  Turn on the HighLevel Integration switch

• Paste the token into the text field, choose if you'd like to sync leads Automatically and/or Require Email, then click on Authenticate

Step 2: Create a HighLevel Campaign

• This step can be skipped if you already have a HighLevel campaign.
• If not, please create a HighLevel Campaign.

Step 3: Send Leads to HighLevel

• LeadFuze does not send existing leads to HighLevel right after authentication as the user hasn’t selected the target campaign yet.
• Choose a list and select a HighLevel campaign for that list. There are two different ways to send leads to a campaign.

A. Send leads Automatically

• In order for this to work, make sure the SYNC LEADS AUTOMATICALLY? option was turned on here

• In order to send leads automatically to HighLevel, the user needs to first manually select a campaign for each list he/she wants to export automatically.
• Every time leads are added to that list, they will automatically be sent to the selected HighLevel campaign in the settings.
• If no campaign is selected for the list, leads from that list will not be integrated automatically to HighLevel.
• Click on Lists under Lead Search

• Then click on the 3 dots to the right of the list you wish to manually send to HighLevel

• Click on Integration Settings > HighLevel

• Choose a campaign then hit Save

• Newly added leads from this list will now be automatically sent to the chosen campaign.

B. Send leads Manually

This is useful when:

a. List has no default campaign to automatically send leads to.

b. To change the campaign for a lead that was sent to HighLevel automatically by LeadFuze.

• Within your Lists, click on Show Leads to the right of the list where the leads you'd like to send manually are saved

• Click on All Leads from the drop-down option:

• OR Select individual leads by clicking on the check boxes to the left of each lead then click on SELECTED LEADS OPTION

• Then click on Send Selected To > HighLevel

• Choose a campaign then hit Save

Step 4: Verify the data

All the lead attributes and the lead email from LeadFuze will be uploaded to Contacts> Contacts/Smart lists and LeadFuze will appear as the Source.

That’s all there is to it!