Knowledge base

Getting Started w/ HighLevel

Foundational Setup (9)

• Getting Started - Create New Contact
• Getting Started - Import Existing Contacts
• Getting Started - Launch A Funnel

View all 9

Marketing & Lead Generation (3)

• Getting Started - Setup Social Planner
• Getting Started - Setup Facebook and Instagram Lead Ads
• Getting Started - Launch an SMS Campaign

Sales & Conversations (3)

• Getting Started - Connect Personal Inbox
• Getting Started - Setup Live Chat Widget
• Getting Started - Setup Facebook and Instagram Messenger

Website & Content (3)

• Getting Started - Launch a Website From Template
• Getting Started - Migrate a Wordpress Site
• Getting Started - Launch a Website from Blank

Commerce (5)

• Getting Started - Sell Products
• Getting Started - Launch a Course
• Getting Started - Connect Stripe

View all 5

Customer Support

Learn more about HighLevel customer support, billing inquires, and more!

General Support Info (2)

• 24/7 Customer Support Options
• Troubleshooting Zoom Issues in HighLevel Support Calls

Premium Support Upgrade (2)

• Overview of Premium Customer Support
• How to Upgrade to Premium Customer Support

Billing Support (2)

• HighLevel Pricing Guide
• Wallet Auto Recharge and Frequency

Software Migration Guides (19)

• ActiveCampaign to HighLevel (Migration Guide)
• ClickFunnels to HighLevel (Migration Guide)
• Skool to HighLevel (Migration Guide)

View all 19

Agency View

Learn more about the Agency View, including tabs and settings exclusive to account owners and admins!

Agency Launchpad (1)

• Getting Started - Agency Launchpad Overview

Agency Dashboard (2)

• Agency Dashboard for Rebilling
• Selling Marketplace Snapshots with SaaS Plans

Prospecting Tool (9)

• Core Functionality
• Marketing Audit Reports
• Performance Metrics

View all 9

Sub-Accounts (1)

• Smart Prompts for Bulk SaaS Enablement

Reselling (2)

• SaaS: Reselling Add-Ons with SaaS Plans
• How to Cancel Location Subscriptions from the Agency Billing Page

Agency Settings (3)

• How do I check my agency plan?
• SaaS: Multiple Payment Providers/UI Enhancement
• Product Tour Guide in LaunchPad Actions

AI Employee

Get Started w/ AI Employee (5)

• AI Tools in HighLevel
• AI Employee Overview
• Season of AI Promotion Ending Information & FAQ's

View all 5

Voice AI (20)

• AI Voice Agents Overview
• Creating Voice AI Agents
• Testing Voice AI Agents

View all 20

Funnel AI (1)

• How to Enable and Rebill Funnel AI

Workflow AI (2)

• Workflow AI Assistant
• AI-Powered Custom Code Generation in Workflows

Conversation AI (12)

• Getting Started w/ Conversation AI
• Conversation AI - Response Modes
• Conversation AI - Training Bots

View all 12

Content AI (7)

• Content AI in Social Planner
• Content AI in the Email Builder
• Content AI in Funnels and Website

View all 7

Ask AI (3)

• Introduction to Ask AI Assistant
• Contact Summary Agent in Ask AI
• Funnel Creation Agent in Ask AI

SaaS Mode

Saas Mode (37)

• SaaS Mode - Full Setup Guide + FAQ
• Best Practices For Using Stripe With Your Agency Dashboard
• How To Connect Stripe To Your Agency Dashboard

View all 37

Phone System

General (6)

• Number Intelligence - Number Validation, Spam Detection, and Unknown Caller
• How to use Custom CSS to hide the Twilio error banner
• Setting up webhooks to receive incoming calls, messages and status updates for calls (for Twilio users)

View all 6

Calling (19)

• Call Events Not Working for Twilio
• Geo Permissions Issues with Twilio
• How To Fix - Phone Call Redirect Loop

View all 19

LC Phone System (15)

• How do I migrate my agency and sub-account over to LC Phone?
• Why is your account suspended
• Regulatory Bundle and Address Creation for Sub-Accounts

View all 15

Messaging (22)

• Troubleshooting SMS Delivery
• SMS Contains Pieces of Code
• SMS still coming from old Twilio number when I got a new one?

View all 22

A2P registration (16)

• Understanding A2P 10DLC Messaging Fees: Registration, Monthly, and Carrier Costs
• Updated Messaging Policies for Canadian 10DLC Numbers: A2P Registration Requirements
• Campaign Rejection Reasons and Resolutions

View all 16

Voicemail (2)

• Voicemail For Company And For Users
• Create Audio File For Voicemail (and Drops)

Phone numbers (18)

• Moving Phone Numbers from LC Phone to Twilio (US & International)
• Moving US numbers from Twilio to LeadConnector(LC)
• Moving Numbers tool across sub-accounts

View all 18

Email

General (7)

• Sending Priority - From Name & Address
• Email Services Configuration - Reply & Forward Settings
• List of all outgoing system generated emails

View all 7

Deliverability (9)

• An Introduction To Email Deliverability
• Workflow Action based on Email Event Clicked/Opened
• Why Are My Emails Going To Spam?

View all 9

LC Email (18)

• LC Email Dedicated Domain and IP
• LC Email Settings
• What is LC Email?

View all 18

MailGun (16)

• Mailgun - Overview
• Step-by-step guide to set up Mailgun
• Mailgun Setup - GoDaddy Domain Setup

View all 16

SMTP Providers (9)

• Setting Up SMTP Providers
• Using Google/Gmail/Google Workspace as your SMTP Provider
• Setting alias for Google smtp

View all 9

Troubleshooting Email (9)

• Email Error Library for supported SMTPs
• How to check logs for a specific email in Mailgun
• How to fix links in the email that do not open?

View all 9

LC Communication Billing (1)

• How to Analyze an Agency's Spending on LC Communications

Contacts

Smart Lists (21)

• Adding Files To Contacts using a Custom Field
• Adding Multiple Phone Numbers for a Contact
• Allow Duplicate Contacts (Contact Deduplication Preferences)

View all 21

Contact Details View (2)

• Create Subscriptions & Invoices in Contact Profile
• Activity Section Upgrade

Bulk Activities (5)

• Adding Contact Tags to Multiple Contacts
• Sending Bulk SMS via Contacts
• Bulk Actions For Contacts & SmartLists

View all 5

Contacts (6)

• Documents
• Contact Types
• Contact and Opportunity Followers in HighLevel

View all 6

Updating Contact Properties (1)

• Associating Contacts using Custom Labels

Getting Started with Contacts (1)

• Importing Contacts using a CSV file

Contacts and Other Modules (1)

• How to Share and Manage Documents via Client Portal and CRM?

Conversations

Conversations (20)

• Unread VS Read - Must Manually Mark as Read
• View & Edit AI Response Info in Conversations
• Overview of Conversation Filters

View all 20

Marketing

Social Planner (44)

• @Mention or Tag Profile in Social Planner
• Add Location Tagging to Social Post
• Add Pinterest Pins in Social Planner

View all 44

Email Builder (53)

• Email Templates vs Email Campaigns
• How to send a Regular Email Campaign (Send Now or Schedule)?
• How-to Send RSS Email Campaign(s)

View all 53

Ad Manager (9)

• Getting Started w/ Ad Manager
• Ad Manager Setup & Configuration
• Ad Campaign Creation and Management

View all 9

Template Library (17)

• Template Library Overview & Setup
• Add Custom Templates to Template Library
• How to clone templates in template library?

View all 17

Campaigns (21)

• Using the Inline Forms/ Surveys Element in email campaign
• Using "Add Tags" in the Send or Schedule Page: Email Campaigns
• Tag Contacts from Campaign Statistics

View all 21

Bulk Requests (1)

• Bulk Requests - Overview

Trigger Links (1)

• Trigger Links - Overview

SMS & Email Templates (3)

• SMS Templates (Snippets) - Overview
• Text Snippets (Templates)
• How to Use the Kajabi Email Template Importer

Brand Board (6)

• How to Create a Brand Board
• How to use Brand Boards in emails?
• How to change default Brand Boards?

View all 6

AI Appointment Booking Bot (2)

• AI Conversational Appointment Booking Workflow and Setup
• Appointment Booking Conversation AI Workflow Action

Countdown Timer (13)

• How to Use the "Copy Code" Feature in Countdown Timers
• Hiding Countdown Timers in Apple Mail
• Guide: Dynamic Countdown Timer

View all 13

Affiliate Manager (6)

• Getting Started w/ Affiliate Manager
• Affiliate Campaigns
• Managing Affiliates

View all 6

Opportunities & Pipelines

Manual Actions (3)

• How To Add a Manual Call Action to a Workflow
• How to set up a Manual SMS action
• How to Use Opportunity Notes?

Introduction to Opportunities (3)

• Understanding Pipelines
• Understanding Opportunities in HighLevel
• Understanding The Create New Opportunity Toggle

Getting Started with Opportunities (8)

• Step-by-Step Guide: Creating Pipelines
• Step-by-Step Guide: Creating Opportunities
• How to use Custom Fields for Opportunities

View all 8

Managing Opportunities (7)

• Filtering Opportunities
• Searching for Opportunities
• List View for Opportunities

View all 7

Opportunities Module Interactions (2)

• Automating Opportunities
• Multiple Opportunities Toggle in Workflows

Bulk Actions for Opportunities (2)

• Bulk Edit Opportunities
• Bulk Actions for Opportunity Cards

Sites

Funnels and Websites (98)

• FAQs and Common Troubleshooting Steps
• Two-Step Order Form (Step 2: Adding An Up-Sell Product)
• Two-Step Order Form (Step 1)

View all 98

Analytics (Funnels, Websites, & QR Codes) (3)

• Pie Chart Visualizations in Funnels and Websites Analytics
• Funnels and Websites - Browsers and IPs in Funnel Analytics
• Analytics for Top Countries in Funnel Analytics

Blog (21)

• How to move from Old Blog to New Blog?
• How to Create a Blog?
• How to Customize Blog Design and Layout

View all 21

Wordpress (4)

• WordPress: Single Sign On Admin
• WordPress: Domain Connect Integration
• Cloning Wordpress Websites in HighLevel

View all 4

Client Portal (1)

• Branded Mobile App Builder: In-app Form and Customizer

Forms (35)

• Where Do Form Responses Show Up?
• Exporting Form answers to Google Sheets
• Sticky Contact in Forms, Surveys, and Calendars

View all 35

Surveys (8)

• Exporting Survey Answers to Google Sheets
• Where Do Survey Answers Show Up
• How to Create a Stylized Survey

View all 8

Chat Widget (16)

• Getting Started with Chat Widget
• Overview of Chat Widget Customizations
• Chat Widget - Business Office Hours in Live Chat

View all 16

QR Codes (9)

• How to Create Digital Business Cards with QR Code Builder
• How to Create vCards in the QR Code Builder
• Quizzes and QR Codes in SaaS Plan Configurations

View all 9

Troubleshooting Funnels (9)

• Instant Redirect Page - Funnel Troubleshooting
• How to set up Root Domain/Subdomain for your Funnels/Websites?
• Stripe Troubleshooting | Why does my funnel product show 'null' in the Stripe Plan dropdown?

View all 9

Privacy Policy (1)

• How to Link Your Privacy Policy When Collecting Personal Data

General Setup (2)

• Setting up Whitelabel Domain, API Domain, Email Sending Domain, Sites Domain, Client Portal Domain & more
• XML Sitemaps

Quizzes (4)

• Quiz Builder Guide
• Automate Tasks When a Quiz is Submitted - Workflow Trigger
• How to Assign Categories and Scoring in Quizzes With Dynamic Result Messages - A Complete Guide!

View all 4

SEO (4)

• Site Audit: Monitor, Analyze, and Optimize Your Website’s Technical SEO
• Content Creation & SEO Assistance!
• SEO Plan Comparison: HighLevel vs Ahrefs vs SEMrush (2025)

View all 4

Workflows

Getting Started w/ Workflows (17)

• Introduction to Workflows and Automations
• Workflow Notes, Action Notes & Sticky Notes
• Workflows Pro Plan - Pricing

View all 17

Workflow Builder (49)

• Create Task Event In Campaigns
• Workflow Trigger - Contact Tag
• Workflow Action - Edit Conversation

View all 49

Workflow Triggers (29)

• Contact Workflow Triggers
• Events Workflow Triggers
• Appointments Workflow Triggers

View all 29

Workflow Actions (22)

• Contact Workflow Actions
• Communication Workflow Actions
• Send Data Workflow Actions

View all 22

Developer Resources (4)

• Workflow Trigger - Video Tracking
• Workflow Trigger - Inbound Webhook
• Workflow Trigger - Number Validation

View all 4

Troubleshooting Workflows (1)

• Facebook Conversion API Workflow Trigger Not Working

Unpublished Articles (3)

• How to set up Workflow Goal Events
• Split Action
• Text Formatter - How to format text the way you want

Workflow Recipes (3)

• Workflow Recipes - Instagram Comment Automation
• Workflow Recipes - Facebook comments + Workflow AI
• Workflow Recipes - Facebook Comment Automation

Calendars & Appointments

This section helps you optimize scheduling with HighLevel’s calendar and appointment tools through comprehensive guides, tutorials, and troubleshooting tips.

Getting Started w/ Calendars (3)

• Embedding HighLevel Calendars using HTML Code
• User Permissions in Calendars
• Add Guests Features in Calendar Bookings

Creating Calendars (24)

• Calendar Types
• Calendar Service Menus
• Calendar Rooms & Equipment

View all 24

Calendar Groups (5)

• HighLevel Group Calendar Overview and Setup Guide
• How to Find Group Calendar ID in HighLevel
• Neo Group View Template

View all 5

Calendar Settings & Preferences (10)

• Calendar Availability Settings
• Setting Up Linked Calendars & Conflict Calendars
• Calendar: Email & In-App Appointment Notifications

View all 10

Scheduling Appointments (8)

• Manually confirmed appointment setup
• Manually Booking Calendar Appointments
• Calendar: Add Notes Per Appointment

View all 8

Calendar Integrations (13)

• Calendar Integration Disconnection Notifications
• Guide To iCloud Calendar Integration
• Hide Third-Party Calendar Details

View all 13

Troubleshooting Calendars (11)

• Google Calendar Writer Access Error
• What to do if the calendar says No slot available this month
• How to Re-Integrate Google Calendar with HighLevel for a User

View all 11

Calendar FAQ's (2)

• Disable Contact Timezone - How to Remove Ability to Adjust Timezones When Scheduling
• Can I Show Multiple Calendars Without Using a Calendar Group?

Services (4)

• Guide to the Services Beta
• Global Settings in Services
• How to Create Services ?

View all 4

Payments

Payments (53)

• Import Products / Price From Stripe
• Text-To-Pay Links
• How to Create Invoices in HighLevel

View all 53

Invoices & Estimates (12)

• Invoices - New revamped UI
• Bank-Only Transfers for Invoice Payments (SEPA & ACH)
• How to Edit Recurring Invoices

View all 12

Orders, Subscriptions, and Transactions (6)

• Create or Schedule Subscriptions and Send Invoice within Contact Details Page
• Payments - What is listed on the Subscriptions page?
• Subscription & Refund trigger for payments

View all 6

Payment Links (2)

• How to Set Up a Payment Link for Multiple Products (One-Time & Recurring)
• How to Customize Payment Links with Your Brand Colors

Products & Coupons (2)

• How to Bulk Import Products into HighLevel
• How to Create Coupons for Products

Payment Settings & Integrations (2)

• Adding PayPal Buttons to Payment Elements
• How To Set Up A PayPal Integration

Settings

Agency Settings (13)

• Agency Company Settings in HighLevel
• Branding System-Generated Links (API Domain)
• How To Upgrade to HighLevel's Agency Pro Plan ($497 SaaS plan)

View all 13

Account Settings (12)

• Business Profile Settings
• Call Connect & Missed Call Text-Back
• How do I change my Client's Address?

View all 12

User Settings (12)

• User Access
• User Permissions, Assigned Data, and Owners
• Email Signatures

View all 12

Domains (4)

• Domain Connect
• Domain Purchase / Transfer
• Transfer and Manage External Domains Through Domain Dashboard

View all 4

Documents & Contracts

Documents and Contracts (20)

• How to use Documents & Contracts?
• How to Customize Notifications Sent in Documents & Contracts
• Automatic Invoice Creation After Document/Contract is Signed

View all 20

Dashboards

Getting Started w/ Dashboards (13)

• Dashboard: Opportunities, Pipeline Value, Conversion Rate, Funnel, Stages Distribution
• How To Create A Custom Dashboard
• How To Manage Dashboard Permissions

View all 13

Dashboard Widgets (19)

• Dashboard Widget Types
• What Are Dashboard Widgets?
• How to Create & Add Dashboard Widgets

View all 19

Configuring Dashboards (2)

• How to Customize Dashboard Themes
• How to Create Dashboard Templates

Subaccount Dashboards (1)

• Subaccount Dashboard Page - View or Edit

HighLevel Affiliates Program

Affiliates Program (20)

• Become A HighLevel Affiliate
• Promoting HighLevel As An Affiliate
• How to Set Up Affiliate Program Webhooks to Run Automations (First Promoter)

View all 20

Account Snapshots

Snapshots (19)

• Snapshots - Overview
• Creating New Snapshots
• How to Share Snapshots

View all 19

Industry Snapshots (15)

• Marketing Agency Snapshot
• Chiropractor Snapshot
• Dentist Snapshot - Free Whitening Offer

View all 15

Notifications

Notifications (3)

• Activate Notifications
• Sales & Use Tax FAQ
• How to set up Custom Notifications as a User in a Sub-Account

Developer Resources

Developer Resources (15)

• HighLevel API
• How to update your API keys
• How to Use Webhook.site to Troubleshoot your API Requests

View all 15

Advanced Configurations (3)

• Web Chat Widget - Advanced Configurations + Public API/Events
• Creating Sub-Accounts using Zapier
• How to add Business Name in Zapier

Reporting

Tracking & Attribution (20)

• Understanding Attribution Source (Ad Reporting)
• Understanding Google Ad Reporting Terminology
• How to set up Google Ad Reporting

View all 20

Appointments (1)

• Appointment Report

Custom Reports (1)

• How to create and schedule reports

Marketing Audit Reports (1)

• How to Use Marketing Audit Report & Compare Reports for Strategic Growth

Logic & Fulfillment

Logic & Fulfillment (42)

• Triggers
• Zapier
• Contact Flow

View all 42

Add-ons & Sales Trainings

Whitelabel Desktop App (1)

• How to Set Up a Whitelabel Domain for the Desktop Web App

Compliance (1)

• GDPR Compliance and Data Privacy

Sales Trainings and Case Studies (28)

• Cold Outreach
• How to prepare for SaaS Mode?
• How to Land Qualified Demos for your Agency

View all 28

University

HighLevel How-To's (20)

• HighLevel How-To's: Build A Payment Page To Sign Up New Clients
• How To Build A Double Opt-In Flow
• How to setup HL Chat Widget as support for your clients

View all 20

Prospecting & Sales (2)

• How To Generate Leads From Local Chamber & BNI Meetups
• Guide To Bulk SMS: Send Messages People Actually Want To Receive

Miscellaneous

UX Issues (3)

• CRM Loading States: Troubleshooting lags and Impact of Custom CSS and JS
• My CRM Data is Loading Slowly What Can I Do?
• Enabling Cross-Site Tracking (3rd Party Cookies)

Miscellaneous (2)

• Rebilling, Reselling, and Wallets Explained
• Alpine HVAC Case Study

Reselling Products

WordPress (22)

• Getting Started with WordPress | Client side setup guide
• How to resell WordPress to your clients
• How to Add Domains in the WordPress Dashboard

View all 22

Online Listings (14)

• Online Listing Overview & Setup Doc
• How to Resell Listings to Your Clients
• Deploy Listings without Directly Charging the Client

View all 14

WhatsApp (66)

• WhatsApp Full Setup Guide for Agency
• WhatsApp - Messaging Limits
• WhatsApp and the Sub-Account Set Up

View all 66

Client Portal Branded Mobile APP (1)

• Client Portal Branded Mobile APP -Full Setup Guide For Agency

Reselling (1)

• How to Retry a Failed Payment for Any Reselling Products

Mobile App

Mobile App Help Articles

Whitelabel Mobile App (9)

• White Label the IPhone App
• White Label the Android App
• How to Promote and Customize Your Mobile App: A Comprehensive Guide

View all 9

Get Started (4)

• How to Download the Highlevel-Beta Mobile APP
• How to create invoices in HighLevel (Mobile App)
• Mobile Apps Overview

View all 4

Contacts (1)

• How to Use the Business Card Scanner in the Mobile App

Calendars (3)

• How to Switch Contacts and Use Custom Values in the Mobile App Calendar
• Multiple Calendar Views in Mobile App
• Share Calendar Links from Mobile App

Mobile Payment (9)

• Pay For Service Appointments In The Mobile App POS
• Mobile App POS Adjusts To iPad and Tablets Screens
• Accept Payments on Stripe Mobile POS Terminals

View all 9

Conversations (1)

• Custom Conversation Providers in Mobile App

Social Planner (2)

• How to Use Media Optimization and Watermarking in the Mobile Social Planner
• Social Planner for the GHL Mobile App v3.88.1 (and higher)

Agency Reporting

Rolled Up Reporting (3)

• Agency Rolled-up Reporting
• How to schedule and send email reports to your sub-accounts?
• How can agencies export their client list?

Eliza Agent Platform

For all things, Eliza related.

Eliza Agent Platform Onboarding (6)

• Eliza Agent Platform - Introduction and FAQs
• Eliza Agent Platform Settings
• Eliza Agent Platform Conversations

View all 6

Memberships & Communities

Membership/Courses Sites (32)

• Add Membership Signups To Funnel Pages
• Adding Closed Captions and Subtitles to your video courses
• Courses Email Notification Preferences and Video Thumbnail Enhancements

View all 32

Communities (30)

• How to Setup, Customize, and Manage Your Communities
• How to Manage Members Inside groups
• Content Management in Communities

View all 30

Internationalization

The Internationalization of High Level (1)

• The Internationalization Of HighLevel Has Begun!

Compliance

Compliance (3)

• Highlevel Security and Compliance Overview
• HIPAA Compliance With HighLevel
• Minimum Advertised Pricing Policy (“MAP Policy”) FAQs August 2024

Industry Guides

Industry based set-up guides

Industry Playbooks (17)

• Health & Wellness
• Home Services
• Beauty & Fashion

View all 17

App Marketplace

View and install marketplace apps developed by 3rd party developers.

Get Started w/ App Marketplace (2)

• API Security - OAuth Transparency to users on marketplace app's permissions
• Agency reselling for apps with usage-based pricing

View, Install & Uninstallation Apps (5)

• App Marketplace - Pricing
• Agency-Level Marketplace Apps Installation
• Managing Marketplace App Permissions: White Label Agency Control

View all 5

Workflow Triggers & Actions (4)

• Marketplace Workflow Actions
• Marketplace Workflow Triggers
• Marketplace Apps - Managing External Connections

View all 4

Snapshots in App Marketplace (2)

• How to get snapshot URL?
• Selling Snapshots on the App Marketplace

Conversation AI and Voice AI Templates on Marketplace (1)

• Conversation AI and Voice AI templates on the Marketplace

E-commerce store

E-Commerce Store (39)

• How to Set Up an E-Commerce Online Store (Websites)
• Manual Payment Method in E-commerce Stores & Order Forms
• Shipping and Delivery rates for Ecommerce Stores

View all 39

Certificates

Templates (4)

• Create a Template
• Manually Issue Certificates
• How to Toggle Certificates User Permissions + Undo & Redo Functionality

View all 4

Issue Certificates (11)

• Issue certificates on Course Completion
• Download all your Certificates from Client Portal
• How to Set Expiry Dates for Certificates

View all 11

Certificate cloning (1)

• Cloning Certificate Templates Across Locations

Issue Badge (1)

• How to Use Badges in Certificate Builder

Client Portal

The Client Portal is a centralized platform that enhances customer engagement by providing a comprehensive view of all their interactions with your business. It offers a personalized user experience across various features such as affiliate commissions, membership courses, and community groups.

Client Portal (19)

• How can my customers use the Client Portal?
• How to set up the Client Portal?
• Client Portal Dashboard

View all 19

Merge Fields & Custom Variables

Merge Fields & Custom Variables (2)

• List of Merge Fields
• Overview of Merge Fields & Custom Variables

Domain Purchase

Domain Purchase (2)

• How to Enable and Rebill Domain Purchase?
• How to Purchase Domain Step by Step

Reputation Management & Reviews

Review Requests (27)

• Reputation Management - How to Customize the Review Request Messages (SMS/Email)
• How to Dispute a Google Review and Check on the Dispute Status
• Review widget - Powered By going to Bad request page

View all 27

Competitor Analysis (1)

• Reputation Management: Competitor Analysis in HighLevel

Integrations

Google Integrations (3)

• How to Integrate Your Google Business Profile (formerly GMB) into the CRM
• Google Business Profile - Chat sunset starting Jul 15, 2024
• Google Drive Integration in Media Storage

Stripe Integration (2)

• How to Connect Stripe to Your Sub-Account
• How does the Stripe One Time Charge trigger work?

Facebook Integration (22)

• (Guest Tutorial) Pabbly Connect - How to integrate Facebook Leads Ads with Your Sub-Account
• A Facebook Token Has Expired In Your HighLevel Account
• Connect Multiple Facebook Pages to HighLevel Sub-account

View all 22

Online Listings Integration (1)

• One time Stripe Charge Action

Zapier Integration (6)

• Zapier Troubleshooting - Leads Coming into Wrong HighLevel Location
• Zapier Troubleshooting - Duplicate Contacts or Added to Campaigns Multiple Times
• Zapier Troubleshooting - Zap Isn't Working!

View all 6

QuickBooks (1)

• Automatic Review Request When Invoice Paid in Quickbooks

Other Integrations (8)

• Setting Up ActiveProspect Consent Tracking On A HighLevel Form & Survey
• Zoom Integration for Users' Calendar Bookings
• Google Integration going to This site can't be reached page "Check if there is a typo in highlevel-backend.appspot.com"

View all 8

Shopify (3)

• How To Integrate Shopify With HighLevel
• How To Use Shopify Variables
• Shopify Elements in HighLevel

TikTok (1)

• How to Integrate TikTok Lead Ads

Private Integrations (1)

• Private Integrations: Everything you need to know

Custom Objects.

Getting Started with Custom Objects (7)

• Getting Started with Custom Objects
• Creating and Editing Custom Objects
• Creating and Updating Custom Object Records

View all 7

Managing Custom Object Records (3)

• Custom Object Audit Logs
• Advanced Filters for Custom Objects
• List View for Custom Objects

Associations (1)

• Associations for Custom Objects

Companies

Introduction to Companies (1)

• Getting Started with Companies

CRM

Managing your CRM Views (3)

• Searching an Object Record
• Viewing your CRM records
• CRM FAQs

Actions (2)

• Adding and Managing Notes
• CRM Notes Association – Link Notes Across Contacts & Opportunities

Associations (1)

• Association Limits

GoKollab

GoKollab (4)

• How to integrate Stripe with GoKollab
• Pin Your Favorite Groups
• Integration of Membership Courses with GoKollab

View all 4

Tasks

Creating Tasks (3)

• Managing Tasks
• Recurring Tasks
• Unified Task Management Across Contacts and Opportunities