How to integrate your HighLevel account with Plecto

  1. In Plecto, go to Data sources > New data source > HighLevel.

  2. Enter the Location ID from your HighLevel organization. You can find the Location ID in your HighLevel account – navigate to the Location view > Settings > Business Profile. You will see the Location ID in the General Information section.

  3. Click Next.

  4. Log in to your HighLevel account and authorize Plecto to read your data.

  5. Select the data you want to import.

  6. Configure your data source settings. Here, you can change the title, choose the default date, select which fields to import, and more.

  7. Click Next to choose how much data to import and how long you want to keep it in the data source.

  8. Click Import to finish.

Available data

Our integration with HighLevel currently allows you to import the following data:

Calendar Events

Update frequency: 2m
Supports custom fields? No
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? Yes

Contacts

Update frequency: 5m
Supports custom fields? Yes
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? Yes

Conversations

Update frequency: 5m
Supports custom fields? No
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? Yes

Conversation Calls

Update frequency: 5m
Supports custom fields? No
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? Yes

Conversation SMS Messages

Update frequency: 5m
Supports custom fields? No
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? Yes

Opportunities

Update frequency: 2m
Supports custom fields? Yes
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? Yes

Pipelines

Update frequency: 24h
Supports custom fields? No
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? No

Pipeline Stages

Update frequency: 24h
Supports custom fields? No
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? Yes