Integrate with HighLevel CRM

AgentMethods now integrates with HighLevel CRM. 

HighLevel is an all-in-one sales and marketing platform built for agencies. Paired with the power of AgentMethod's marketing tools, you can quickly convert leads and manage existing clients to grow your business. 

By integrating HighLevel with your AgentMethods account, you can: 

• Import and update your HighLevel contacts in AgentMethods
• Automatically assign lead follow-ups to HighLevel users
• See AgentMethods marketing activity within HighLevel
• Automatically send out marketing emails to HighLevel contacts

Sync your contacts across platforms and keep up to date on what your leads are doing, when they're doing it! This helps you make smarter decisions and ensure no leads "fall through the cracks".

Connect to Your HighLevel account

Start by clicking the Integrations tab on the far left navigation within the AgentMethods platform. Then, click the black Settings button within the HighLevel integration box. 

This will open the HighLevel integration settings. Click the green Connect Highlevel CRM button at the top of your page. 

This will redirect you to select your HighLevel account.

Select your account, then the screen will refresh back to your AgentMethods integration page.

Congrats! You've successfully connected your HighLevel account. You'll receive an email when the integration is ready to complete set-up, but this usually only takes a minute or two.

Integration Settings

Once you've successfully connected your HighLevel account, you can head back over to your AgentMethods integration page to finish setting up the integration.

Import Settings

Under the HighLevel integrations page, you can edit import settings for HighLevel data coming into AgentMethods.

Here, you can choose the segments of leads that you'd like to import from HighLevel to your AgentMethods account. 

You can filter leads by checking boxes in the following categories:

• Types: Select the types of contacts you'd like to import from HighLevel
• Users: Select which HighLevel users' contacts to import
• Tags: Select which contact tags you'd like to import from HighLevel

If you'd like to import all contacts, you can leave these settings blank.

Once you've filtered down the contacts that you'd like to import, press the green Save and Import Contacts button again.

Note: Contacts will not be imported until you press the Save and Import Contacts button again

On the Contacts page, you can see these contacts with HighLevel listed as the "Source".

Export Settings

The import settings collect valuable contact information from HighLevel and adds it to your AgentMethods account. 

However, this integration is bidirectional, which means that AgentMethods also sends marketing information to HighLevel about contact activity.

Within HighLevel, you can see if a client has read your newsletter, visited your website, and more. 

This will be visible in the "Notes" section of your HighLevel Contact profile.  

You can edit which information you'd like to send to HighLevel by scrolling to  Export Settings on the integration page.

You can send HighLevel: 

• New lead form submissions 
• Other marketing activity data (email, website, and other social media activity

You can also assign HighLevel users to automatically follow up with your new AgentMethods leads. 

Then, click the green Save and Import Contacts button to save your integration settings. 

Update Contacts

While the steps above will import your contacts into AgentMethods, they will not continuously update. If you add contacts or edit a contact description in HighLevel, this will not update automatically in AgentMethods. 

To keep your contacts up to date, head to the HighLevel integration page every so often, scroll down, and click the green  Save and Import Contacts button.

That's it! Your contacts will quickly be updated inside of AgentMethods.