Documentation

Description

‍HighLevel is a platform that enables developers to integrate CRM, marketing automation, and sales tools into their applications. It provides features for managing contacts, automating workflows, and optimizing customer engagement.

Follow our setup guide to connect HighLevel to Improvado.

Step 1. Click the Make a new connection button on the Connections page and select HighLevel in the Data sources catalog.

Step 2. Authorize your HighLevel account via OAuth. Before authorization, please, ensure you are signed in to the account you want to extract data from.

Step 3. After completing the connection process, the HighLevel connection will appear in your Connected sources list.

Step 4. When the connection status is Active, and the account status column shows a number of accounts, you can move on to data extraction.

Step 5. To extract data from the connected sources, check the instructions on how to set up data extraction.

The schema information shows all report types you can use to extract data from HighLevel.