Go High Level - Integration
launched
B
Better Otter
- 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
Log In
A
Absolute Hummingbird
Not being able to filter contacts or opportunities makes the integration almost unusable.
O
Obsidian Boa
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
Obsidian Boa: 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!
C
Civil Pheasant
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
Civil Pheasant: 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!
C
Civil Pheasant
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
Civil Pheasant: Hi! This request is both for contacts and opportunities.
Jay Patel
marked this post as
launched
I
Imperial red Narwhal
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"
P
Prairie sand Yak
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?
O
Obsidian Boa
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
O
Obsidian Boa
Imperial red Narwhal: Ideally we can rename it and call it what we use for a brand name as a pure white label
I
Imperial red Narwhal
Obsidian Boa: Yes, that is exactly what we need. Name and logo.
Jay Patel
Obsidian Boa: Now it is available in custom dashboard as well. Apologies, for the bug.
David - AgencyAnalytics Team
Prairie sand Yak: 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
Imperial red Narwhal: Thank you for your feedback! There's an existing request for this, so I've gone ahead and added a vote on your behalf:
I
Imperial red Narwhal
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.
C
Civil Pheasant
Jay Patel: can we use the data in calculated metrics?
G
Gentle Impala
Jay Patel: Thank you for listing to your users! We are excited to explore and use this integration :)
F
Fern green Rooster
Jay Patel: yayyyy!!! Thank you
Q
Quail Manatee
Jay Patel: BEST NEWS EVER
David - AgencyAnalytics Team
Civil Pheasant: Yes! High Level is available to create custom metrics as well :)
Jay Patel
marked this post as
in progress
C
Civil Pheasant
I'd join you guys right now if you had this
B
Bisque Stoat
Would have signed up straight away if half of this was possible
David - AgencyAnalytics Team
Bisque Stoat: 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!
F
Flat Wallaby
This is the only thing keeping me from using Agency Analytics.
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