GoHighLevel
Let chosen agents look up contacts, opportunities, conversations and appointments in one GoHighLevel sub-account. Read-only.
Connect one GoHighLevel sub-account, then choose which agents may look things up in it. Agents can only read: they can't change contacts, move deals, send messages or book appointments.
Connect
- Go to Settings → Integrations and click Connect GoHighLevel.
- Sign in to GoHighLevel. When asked, pick the sub-account (location) to connect, not the agency, and approve.
The card then shows Connected to followed by the sub-account's name.
Choose agents
Tick the agents that may use GoHighLevel. Each ticked agent can:
- search contacts by name, email, phone or company;
- read a contact's details, tags, custom fields, notes, tasks and appointments;
- read pipelines and opportunities, with stage and value;
- read conversations and recent messages.
Untick an agent to remove its access straight away.
Troubleshooting
"Connect a sub-account (location), not the agency" You picked the agency when GoHighLevel asked. Click Connect GoHighLevel again and pick the sub-account.
"GoHighLevel did not grant: …" The app wasn't given all the read permissions it needs. Ask whoever manages the GoHighLevel app to check its scopes, then connect again.
"GoHighLevel needs reconnecting by an admin" The sign-in was revoked or expired, for example because the app was uninstalled from the sub-account. Click Reconnect.
Disconnect
Disconnect removes GoHighLevel from every agent and forgets the connection. Nothing in GoHighLevel changes.