Go High Level - Integration
complete
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Adam Nicholson
- Go High Level CRM Integration request
- #Leads, #Appts +1, #Response Rate %, #closed Sales (sales won and value of closed sales) +3
- Pipelines and Pipeline Value+4
- Opportunities (lost, abandoned, and won) +4
- Ability to pull in lead totals by stage in the pipeline, including revenue data; projected revenue total per stage +3
- Ability to pull in lead source data for each lead +2
- Ability to pull in tags for each lead
- Cost per Lead, Conversion Rate, Total Conversions, Total Spent, Clicks, Impressions, CTR, +2
- Call tracking and SMS stats +5 (incoming calls)
- Form submissions +2
- Number of messages sent by rep
- Conversations started by website chat widget
- Call tracking legend
- Email Campaigns+5
- Reviews
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Rick Warda
Not being able to filter contacts or opportunities makes the integration almost unusable.
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Joe Solano
Can you create a category on here so we can add suggestions? For example it would be nice to have opportunity/pipeline stages able to be a dimension that can be reported on in graphs.
David - AgencyAnalytics Team
Joe Solano: Hi! I've contacted you via email so we can discuss this further. Feel free to forward any examples you find in your native platform!
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Edison Lopez
We need to be able to filter the contacts by tag. As in show me the amount of contacts with the "booked" tag etc.
David - AgencyAnalytics Team
Edison Lopez: Thank you for your comment! You feedback has been logged here: https://updates.agencyanalytics.com/integrations/p/highlevel-filter-opportunities-and-contacts-by-tags-or-pipeline
We'll let you know if this filter becomes available!
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Edison Lopez
David - AgencyAnalytics Team: this was logged incorrectly. I was asking to filter “contacts” by tag NOT opportunities. Although both would be useful.
David - AgencyAnalytics Team
Edison Lopez: Hi! This request is both for contacts and opportunities.
Jay Patel
complete
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Steve Kostrey
Jay Patel: This looks good, but You need to call it "Lead Connector". As an agency, we are 'hiding' the name "Go High Level" and using "Lead Connector" as a Grey Label. Please rename, give the option to rename or create a secondary app install called "Lead connector"
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Wes Foster
Jay Patel: There needs to be a way to filter contacts, switch opportunity pipelines, and filter deals. And if we could pull in call-tracking reports that would be amazing. Otherwise, how can I pull in form/call leads?
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Joe Solano
Jay Patel: This is excellent. It seems that there are charts and graphs that are available on the standard Highlevel page that are not available when creating a custom dashboard? When creating a custom dashboard all I see are tables of opportunities, contacts, or conversations
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Joe Solano
Steve Kostrey: Ideally we can rename it and call it what we use for a brand name as a pure white label
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Steve Kostrey
Joe Solano: Yes, that is exactly what we need. Name and logo.
Jay Patel
Joe Solano: Now it is available in custom dashboard as well. Apologies, for the bug.
David - AgencyAnalytics Team
Wes Foster: Thank you for comment! I've added a vote on your behalf to this request:
Regarding the ability to pull form and call leads, could you please forward a screenshot from your native account to david.diaz@agencyanalytics.com so I can identify which metrics you're trying to pull exactly? Thank you!
David - AgencyAnalytics Team
Steve Kostrey: Thank you for your feedback! There's an existing request for this, so I've gone ahead and added a vote on your behalf:
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Steve Kostrey
This looks good, but You need to call it "Lead Connector". As an agency, we are 'hiding' the name "Go High Level" and using "Lead Connector" as a Grey Label. Please rename, give the option to rename or create a secondary app install called "Lead connector"
Jay Patel
Hello users, tomorrow we release HighLevel. Get ready to add to your dashboards and reports. Thank you.
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Edison Lopez
Jay Patel: can we use the data in calculated metrics?
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Robert VG
Jay Patel: Thank you for listing to your users! We are excited to explore and use this integration :)
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Juli Baranik
Jay Patel: yayyyy!!! Thank you
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Vix Reitano
Jay Patel: BEST NEWS EVER
David - AgencyAnalytics Team
Edison Lopez: Yes! High Level is available to create custom metrics as well :)
Jay Patel
in progress
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Edison Lopez
I'd join you guys right now if you had this
A
Andre Douglas
Would have signed up straight away if half of this was possible
David - AgencyAnalytics Team
Andre Douglas: Thank you for your comment! Our team is considering this integration (there are some technical aspects we need to consider before moving forward). We'll let you know as soon as GHL is available on the platform!
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Ryan
This is the only thing keeping me from using Agency Analytics.
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