HighLevel
HighLevel Integration
The Advanced Form Integration plugin supports integration with HighLevel CRM. You can automatically send contact data and create opportunities in your HighLevel account when a form is submitted.
Supported Actions
Create Contact – Adds or updates a contact and optionally creates an opportunity in your selected pipeline.
Setup Instructions
1. Get Your HighLevel API Key
Log in to your HighLevel dashboard.
Navigate to Settings > Business Profile.
Scroll down to find your API Key.
Copy the API Key for use in the plugin.
2. Connect HighLevel in the Plugin
Go to AFI > Settings > HighLevel.
Click Add New Account.
Paste the copied API Key into the field.
Save your credentials.
3. Create Integration
Go to AFI > New Integration.
Choose your form plugin (e.g., WPForms, Gravity Forms).
Select HighLevel as the action platform.
Choose Create Contact as the action.
4. Map Fields
After selecting your HighLevel account and action, map the following fields as needed:
Contact Fields
| Field Name | Description |
|---|---|
| First Name | Contact’s first name |
| Last Name | Contact’s last name |
| Required – used to search/update contact | |
| Phone | Contact’s phone number |
| Address1, City, State, Postal Code | Address fields |
| Website | Website URL |
| Timezone | Contact’s time zone |
| Company Name | Name of the company |
| Source | Contact source (custom) |
| Owner ID | HighLevel user ID to assign contact |
| Type | lead or customer (default: lead) |
| Date of Birth | yyyy-mm-dd format |
Opportunity Fields (Optional)
| Field Name | Description |
|---|---|
| Title | Required to create an opportunity |
| Pipeline ID | Select from available pipelines |
| Stage ID | Select from available stages |
| Value | Opportunity value |
| Status | open, won, lost, abandoned |
| Assigned To | HighLevel user ID (optional) |
Opportunities will be created only if the required fields are filled.
Troubleshooting
Invalid API Key: Make sure your API key is copied correctly from the Business Profile.
Empty Pipelines or Users: The plugin fetches pipelines and users dynamically. If none appear, check if your API key has sufficient permissions.
Contact Not Created: Ensure the email is valid and not already used with an invalid format.
