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

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

1,000+

Integrations

200+

HighLevel Fields

99.9%

SLA Uptime

<5 min

Setup

SOC 2

Type II

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

Connect

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

Ask

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

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 →

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

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

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

Explore MCP →

Improvado Agent · HighLevel

You

Show me which funnels are converting best this month

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

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.

Snowflake → BigQuery → Redshift → Databricks → Power BI → Tableau → Looker Studio → Google Sheets → Domo → Excel → Qlik → Amazon S3 → Metabase → Grafana → PostgreSQL → Azure SQL →

SOC 2 Type II: Certified Security

HIPAA: Health Data Privacy

GDPR: EU Data Protection

CCPA: CA Privacy Standard

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.

Customer stories

See all customer stories →

“Improvado saves about 90 hours per week and allows us to focus on data analysis rather than routine data aggregation, normalization, and formatting.”

Jeff LeeHead of Social, Media Buy, Influencer & Marketing Data, ASUS

Read story →

“Improvado's reporting tool effortlessly integrates all our marketing data so we can easily track users across their entire digital journey. This saves me and my team countless hours.”

Marc CerniglioInsights & Automation Manager, Chacka Marketing

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Put an AI agent on your HighLevel today

Connect in under 5 minutes. Your agent starts reading, acting, and monitoring immediately.

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