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HighLevel

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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

  1. Log in to your HighLevel dashboard.

  2. Navigate to Settings > Business Profile.

  3. Scroll down to find your API Key.

  4. Copy the API Key for use in the plugin.

2. Connect HighLevel in the Plugin

  1. Go to AFI > Settings > HighLevel.

  2. Click Add New Account.

  3. Paste the copied API Key into the field.

  4. Save your credentials.

3. Create Integration

  1. Go to AFI > New Integration.

  2. Choose your form plugin (e.g., WPForms, Gravity Forms).

  3. Select HighLevel as the action platform.

  4. 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 NameDescription
First NameContact’s first name
Last NameContact’s last name
EmailRequired – used to search/update contact
PhoneContact’s phone number
Address1, City, State, Postal CodeAddress fields
WebsiteWebsite URL
TimezoneContact’s time zone
Company NameName of the company
SourceContact source (custom)
Owner IDHighLevel user ID to assign contact
Typelead or customer (default: lead)
Date of Birthyyyy-mm-dd format

Opportunity Fields (Optional)

Field NameDescription
TitleRequired to create an opportunity
Pipeline IDSelect from available pipelines
Stage IDSelect from available stages
ValueOpportunity value
Statusopen, won, lost, abandoned
Assigned ToHighLevel 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.

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