HighLevel Integration

HighLevel + Improvado: Marketing Automation Data

Connect HighLevel in 5 minutes. Your agent queries ROAS, spend, conversions, and CPM across campaigns and ad groups—then correlates it with cross-channel performance data from 1,000+ marketing sources for complete visibility.

SOC 2 Type II
1,000+ Data Sources
Any Warehouse or BI Tool
A
Improvado Agent
Connected to HighLevel
Show me which funnels are converting best this month.
Your top 3 funnels drove 2,847 conversions at 31% average conversion rate. Real Estate Buyer funnel leads with 42% CVR and $89K pipeline.
Pause the underperforming funnels and reallocate budget to the top performer.
Done. Paused 2 funnels with sub-15% CVR. Increased Real Estate Buyer daily contact limit by 40%. Projected +$34K monthly pipeline.
Trusted by data-driven teams
DockerOMDhimsillyMattelASUSActivision
1,000+
Integrations
200+
HighLevel Fields
99.9%
SLA Uptime
<5 min
Setup
SOC 2
Type II
Improvado Key Takeaways

Connect HighLevel CRM and marketing data

Improvado connects to HighLevel APIs to extract lead data, pipeline metrics, funnel performance, and automation statistics automatically. Access contact information, deal stages, campaign results, and conversion tracking without manual exports. Data syncs every 2 hours to keep your analytics current with the latest lead generation and nurturing activities.

200+ metrics and dimensions Campaigns, ad groups, keywords, audiences, geo, device — all granularity levels from the HighLevel API
15-minute refresh cycles Near real-time sync with 99.9% SLA uptime. No stale dashboards.
Cross-channel normalization Marketing CDM unifies your data with 1,000+ sources into one schema. No manual mapping.
Any warehouse or BI tool Snowflake, BigQuery, Redshift, Databricks, Power BI, Tableau, Looker Studio
AI Agent access via MCP Query, write, and monitor HighLevel through Claude, ChatGPT, Cursor, or any MCP client
Enterprise-grade security SOC 2 Type II, HIPAA, GDPR, CCPA. Raw data never leaves your environment.
OAuth setup in under 5 minutes No API keys, no code, no developer setup. Schema changes handled automatically.
Zero ongoing maintenance Pagination, rate limits, API versioning — all managed. Your team focuses on analysis.
Integration Details

Unified CRM and marketing analytics

Improvado's MCDM standardizes HighLevel data with Salesforce, HubSpot, Pipedrive, and other CRM platforms. Lead scores, deal values, and pipeline stages use consistent formatting across all systems. This normalization enables comprehensive analysis of lead sources, conversion rates, and sales performance without complex data transformation projects.

HighLevel API v2 · OAuth 2.0 · hourly sync · incremental
Schema Overview

Data objects and fields Improvado extracts from HighLevel

Object Fields
Campaign
name status spend impressions clicks conversions cost_per_conversion
Ad
ad_name ad_type impressions clicks spend CTR conversions
Form
form_name submissions conversion_rate leads cost_per_lead
Opportunity
pipeline_stage value status source created_date
Contact
tags source attribution lifetime_value last_activity
How it works

From connection to autonomous action in three steps

1

Connect

Connect your HighLevel account via OAuth. The agent accesses funnels, pipelines, contacts, calendars, workflows, and SMS/email campaigns across all sub-accounts.

2

Ask

Ask questions like 'Which workflows have the highest drop-off rates?' or 'Show me appointment no-show rates by calendar this week.'

3

Act

The agent pauses underperforming funnels, adjusts workflow triggers, updates pipeline stages, modifies contact tags, reschedules appointments, and activates SMS sequences based on conversion thresholds.

Use Cases

What teams ask their AI agent about HighLevel

Real prompts from enterprise marketing teams. The agent reads your data, answers in seconds, and takes action when you ask.

See how teams use Improvado →
A
Improvado Agent Analysis

Track lead journey from HighLevel funnels through CRM to closed deals

Your AI agent analyzes HighLevel data and delivers actionable insights — automatically, in seconds.

4 hrs → 10 min
A
Improvado Agent Cross-channel

Analyze HighLevel automation performance against email and SMS campaign results

Your AI agent analyzes HighLevel data and delivers actionable insights — automatically, in seconds.

6 hrs → 15 min
A
Improvado Agent Reporting

Generate agency reports showing client funnel performance and ROI metrics

Your AI agent analyzes HighLevel data and delivers actionable insights — automatically, in seconds.

Manual → auto
AI Agent Access

Your agent doesn't just read HighLevel — it optimizes budgets.

Read

Reads funnel performance, pipeline stage velocity, contact activity, appointment bookings, workflow completion rates, SMS/email engagement, form submissions, and calendar availability across your HighLevel workspace.

Write

Pauses or activates funnels, updates workflow automation rules, moves contacts between pipeline stages, applies tags, sends SMS campaigns, books appointments, and adjusts calendar settings.

Monitor

Watches for funnel conversion drops, pipeline stage bottlenecks, appointment cancellations, workflow failures, low SMS response rates, and contact engagement thresholds to trigger automatic optimizations.

Query campaign performance, adjust ad group spend, and monitor ROAS shifts through Claude, ChatGPT, Cursor, or any MCP client. Every budget change, conversion query, and CPM analysis is logged and governed.

Claude ChatGPT Cursor Gemini Any MCP Client
Improvado Agent · HighLevel
You
Show me which funnels are converting best this month
A
Top Funnels
Funnel Contacts CVR
Real Estate Buyer Lead Magnet 1,247 42%
Home Valuation Request 892 35%
Open House Follow-Up 708 28%
Seller Consultation Booking 531 19%
Neighborhood Guide Download 423 12%
5 funnels · 3,801 contacts · avg 27% CVR
You
Pause the underperforming funnels and reallocate budget to the top performer
A
Funnel optimization complete
2 funnels paused · Real Estate Buyer capacity +40%
Destinations

Send HighLevel data anywhere

Load normalized data to your preferred warehouse, BI tool, or cloud storage. Click any destination to see its integration guide.

SOC
SOC 2 Type II Audited data management
H
HIPAA Healthcare compliance
EU
GDPR EU data protection
CA
CCPA California privacy
Compare

They extract data. Improvado deploys an agent.

Traditional tools move data from A to B. Improvado gives you an AI agent that reads, acts, and monitors — with HighLevel as one of 1,000+ integrated sources.

Feature Improvado Supermetrics Funnel.io Fivetran
Data fields extracted 200+ ~90 ~120 ~80
Total integrations 1,000+ ~150 ~500 ~300
Cross-channel normalization (CDM) ✓ Built-in ✗ Manual ● Basic mapping ✗ Raw only
AI Agent access (MCP) ✓ Read, Write, Monitor
Data warehouse destinations ✓ 16+ warehouses & BI tools Sheets, Looker, BigQuery BigQuery, Snowflake, Redshift ✓ Broad warehouse support
Refresh frequency Every 15 min Scheduled triggers Daily / 6hr Every 15 min (premium)
SOC 2 Type II & HIPAA ✗ SOC 2 only ✓ SOC 2
Best for Teams that want an AI agent, not a pipeline Small teams, spreadsheets Mid-market, data teams Engineering-led ELT pipelines

Comparison based on publicly available documentation as of April 2026. Feature availability may vary by plan tier.

FAQ

Frequently asked questions

What HighLevel data can Improvado extract?
Improvado extracts contact data, deal pipeline metrics, funnel performance, automation statistics, and campaign results from HighLevel. This includes lead sources, conversion rates, deal values, and communication tracking across your marketing funnels.
Can I track HighLevel funnel performance in my data warehouse?
Yes, Improvado extracts funnel step completion rates, conversion metrics, and drop-off points from HighLevel. You can analyze funnel performance alongside traffic sources and campaign data for complete conversion analysis.
How does HighLevel data integrate with other CRM platforms?
Improvado normalizes HighLevel contact and deal data with Salesforce, HubSpot, and other CRMs using standardized field names. Lead scores, pipeline stages, and deal values align across platforms for unified sales reporting.
Can I access HighLevel automation and workflow data?
Yes, Improvado extracts automation performance metrics including trigger rates, completion percentages, and engagement statistics from HighLevel workflows. This data helps optimize your automated marketing sequences and nurture campaigns.
What HighLevel campaign metrics are available?
Improvado extracts email campaign performance, SMS delivery rates, call tracking metrics, and form submission data from HighLevel. You get open rates, click rates, response rates, and conversion tracking for all campaign types.
How often does HighLevel data sync to my warehouse?
Data syncs every 2 hours by default, with options for custom schedules based on your reporting needs. Real-time syncing is available for time-sensitive lead tracking and sales pipeline updates.