HighLevel allows you to consolidate marketing tools, such as calls, text, emails, sales funnels, and leads to organize them in a clear sales pipeline. With Glances, view contact notes, tasks, and opportunities with ease.
When connecting HighLevel within Glances, you will:
- Navigate to My Apps within your Glances dashboard and click the app's gear icon. (If you don't see the app you need, you can add it.)
- Click + to add a Team or Personal Connection.
- Enter your HighLevel API Key. (Find business and agency-level instructions on HighLevel's support site. Business-level instructions are below.)
- Navigate to Settings within the navigation menu on the left.
- Copy your API key.
- Click Connect.
Once you refresh your page, you can search for HighLevel data within the Glances widget. To make changes to the data that displays, you can edit your Glances at any time.