The following steps are required to set up the HighLevel integration through the SalesRabbit Marketplace. Note: This integration is only available to customers on SalesRabbit's Pro or Enterprise membership plans. Additionally, administrative access is required in order to access API keys and other credentials/settings in configuring this integration.
PART 1: Form Creation
Create a New Form under Settings > Form Builder.
| Field Name | Field Key | Field Type | Required/Optional | Description |
| First Name | firstName | Lead Field - First Name | Optional | First Name of customer |
| Last Name | lastName | Lead Field - Last Name | Optional | Last Name of customer |
| Business Name | businessName | Lead Field - Business Name | Optional | Business Name |
| Phone | phonePrimary | Lead Field - Phone | Required* | Phone of customer |
| Lead Field - Email | Required* | Email of customer | ||
| Street Address | street1 | Lead Field - Street Address | Optional | Street Address of customer |
| Apt/Suite | street2 | Lead Field - Apt/Suite | Optional | Apartment or suite number |
| City | city | Lead Field - City | Optional | City of customer |
| State | state | Lead Field - State | Optional | State of customer |
| Postal Code | postalCode | Lead Field - Postal Code | Optional |
Postal Code of customer |
| Appointment | appointmentTime | Lead Field - Appointment | Optional | Time and date of the appointment (see Part 3 of Setup Guide) |
| Custom Fields | willDependOnYourCustomField | Lead Field-i.e.Text, Dropdown, etc. | Optional | Custom fields of your choosing. |
*In order to create a contact there must be either an email or a phone number or both.
Turn on Custom Form Responses:
Once the changes have saved (visible near the top right corner), click Publish.
PART 2: Configure HighLevel Integration
Navigate to the Marketplace under "Integrations". (Must have admin access)
Select the HighLevel Integration Card.
Navigate to the "Configuration" tab and click "Enable"
Authentication and Form Selection:
Step 1:
Create a new authentication, give it a name (you can leave it as the default), and then login to your HighLevel through the pop-up window. This will automatically connect your HighLevel account without having to search for an API token.
Step 2:
Select the published form you created in Part 1 from the dropdown list. Click "Next".
Record Type Configuration:
Step 1:
Select a lead source from the dropdown. (These options come from your HighLevel account)
Step 2:
- Lead Sync
- Checking this will automatically allow contacts to be created/updated when a lead status is updated. You'll need to select which lead statuses from the dropdown list you'd like to do so. If needed, you can add additional lead statuses.
- Note, this will bypass the usual form submission to submit a lead from SalesRabbit to HighLevel. Be aware that setting it up this way could potentially lead to duplicates in HighLevel.
- Appointment and/or Opportunity Creation
- In addition to creating a contact, you can also select to create an Appointment and/or Opportunity in HighLevel.
- Note, for the Appointment to be created, there needs to be an appointment set on the lead in SalesRabbit. This option also requires users to have their HighLevel Calendar ID setup in SalesRabbit. How to do this can be found in "Part 3" further down in this article.
- In addition to creating a contact, you can also select to create an Appointment and/or Opportunity in HighLevel.
- Opportunity Stage Writeback
- Check this box to update the status of a lead in SalesRabbit when the Opportunity Stage is updated in Highlevel.
- When selecting this option, more configuration will appear in order to set a default Pipeline as well as map the SalesRabbit lead statuses to the HighLevel Opportunity Stages.
- Assign Opportunity to a HighLevel User
- If you'd like the opportunity assigned to a user in HighLevel, check the box and type/select the name of the opportunity assignee (it must match the name of the user in HighLevel).
IMPORTANT: If the submitters name cannot be found in Highlevel, The default account owner will be used and the lead will attach to them in Highlevel
HighLevel Field Mapping
Step 1:
Through the integration, standard default fields from the SalesRabbit lead will pass into the matching field on the HighLevel Contact. However, if you'd like to modify where the standard fields map, you may uncheck the box and manually map them.
- Note, in the next step you'll be able to map custom SalesRabbit fields to custom fields in HighLevel. However, in this first step you may still map custom SalesRabbit fields to standard contact fields in HighLevel.
Step 2:
Next, if you'd like, you can map custom fields from your SalesRabbit form to custom fields in your HighLevel account. On the left hand side, you can add the SalesRabbit fields and select them from the dropdown. HighLevel custom fields will be on the right hand side, and where you'll be able to select the desired field from the dropdown. If needed, you can map additional fields by clicking on "+ Add mapping".
Once your done with this final step, go ahead and click "Finish"!
Note: If you wish to disable or reconfigure this integration at any time you can do so by clicking "Disable" or "Reconfigure" respectively. Additionally, if the integration is currently live you should see an "enabled" indicator on the integration.
Your HighLevel integration should now be live and allow you to create Contacts, Appointments, and Opportunities through form submission! If you have any issues or problems please reach out to Support or your CSM for help configuring this integration.
Part 3: Configure Calendars for Appointment Setting
The integration supports adding HighLevel calendar ID's so you can add appointments to the appropriate calendar for individual reps.
1) To set this up, go to HighLevel > Settings > Calendar:
2a) If the calendar is Unassigned you should be able to get the Calendar Code right under their name, copy the ID and omit the "/".
2b) If the calendar is assigned, click on Calendar Code and select the correct calendar, you'll see something like the following:
<iframe src="https://link.salesrabbit.test/widget/appointment/salesrabbit" style="width: 100%;border:none;overflow: hidden;" scrolling="no" id="testCalendarID_123456789"></iframe><br><script src="https://link.salesrabbit.energy/js/form_embed.js" type="text/javascript"></script>
The Calendar ID is between "id=" and the "_bunch of number", so in the example above the calendar id would be "testCalendarID".
3) You'll then go to that user's profile in SalesRabbit and add that ID to the External ID field and press enter.
Nice! Now when that user submits an appointment it should assign to the correct calendar. Please do the same for each user who will be creating appointments in HighLevel.