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HighLevel | Setup

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Article Overview

The following steps are required to set up the HighLevel integration through the SalesRabbit Marketplace.

Tip: This integration is only available to Pro/Enterprise level accounts and to users with the "Account Settings" permission enabled for their role.. Additionally, it's recommend that your HighLevel user have the appropriate admin access to complete this connection.

Part 1: Form Creation

This part will demonstrate how to create the SalesRabbit form used for form submission to pass lead information from SalesRabbit into HighLevel.

  • From the SalesRabbit Web App, navigate to "Settings" -> "Form Builder".

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  • Click "+ New Form" in the upper right corner to create your new form.

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  • In the upper left corner, name your form (ex: "Submit to HighLevel").
  • Under the "Lead Fields" dropdown, click & drag the following fields onto your form:
Field Name Field Type Required/Optional Description Field Key
First Name Lead Field - First Name Optional First Name of customer firstName
Last Name Lead Field - Last Name Optional Last Name of customer lastName
Business Name Lead Field - Business Name Optional Business Name businessName
Phone Lead Field - Phone Required* Phone of customer phonePrimary
Email Lead Field - Email Required* Email of customer email
Street Address Lead Field - Street Address Optional Street Address of customer street1
Apt/Suite Lead Field - Apt/Suite Optional Apartment or suite number street2
City Lead Field - City Optional City of customer city
State Lead Field - State Optional State of customer state
Postal Code Lead Field - Postal Code Optional Postal Code of customer postalCode
Appointment  Lead Field - Appointment Optional Time and date of the appointment (see Part 3 of Setup Guide) appointmentTime
Custom Fields Lead Field-i.e.Text, Dropdown, etc. Optional Custom fields of your choosing. willDependOnYourCustomField
  • Here is an example of a completed form with the fields above added:

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  • Next, select the cogwheel in the upper left corner -> enable "Custom Form Results".
  • Select "Publish" to save/apply your changes.

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Part 2: HighLevel Integration Configuration Wizard

This part will demonstrate how to navigate the SalesRabbit Configuration Wizard for the HighLevel integration. Users will need Owner/Admin access in order to access the configuration wizard.

  • From the SalesRabbit Web App, navigate to "Integrations" -> "Marketplace" -> select the HighLevel tile.

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  • Next, navigate to "Configuration" -> click "Enable".

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  • Authentication & Form Selection Page:
    • Connect to HighLevel: select "New Authentication" then enter in your HighLevel account login credentials to connect your account.

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    • Because this integration uses form submission as the primary way to pass information from SalesRabbit to HighLevel, select the form you wish to use for the form submission using the dropdown on this page. In this case, select the form you created during Part 1 of this article.

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    • Click "Next" to move onto the next page of the configuration.

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  • Record Type Configuration Page:
    • On this page, select additional HighLevel records you'd like SalesRabbit to create/update.
    • Appointment Creation (optional):
      • Allows SalesRabbit to create an appointment in HighLevel when an appointment time is present on the form submitted. The meeting will be associated to the HighLevel contact.
      • When enabled, select a default appointment duration (in minutes).
      • Note: this option requires users to have their HighLevel Calendar ID entered as an External ID on the SalesRabbit user's details page. Please follow the instructions in Part 3 of this article to set up a HighLevel Calendar ID as a SalesRabbit user's External ID.

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    • Opportunity Creation (optional):
      • When enabled, allows SalesRabbit to create/update a HighLevel opportunity when the lead is in a specified status. The opportunity will be associated to the HighLevel contact.
      • Note: opportunities will only be created if SalesRabbit Lead Statuses are mapped to a High Level Opportunity. Mapping for statuses-to-opportunities can be done later on in the configuration.

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    • Click "Next" to move onto the next page of the configuration.

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  • Contact Records Page:
    • Manage Contact Fields:
      • Use Default Standard HighLevel Fields:
        • Standard default fields (first name, last name, phone, email, address...) from the SalesRabbit lead will pass into the matching field on the HighLevel Contact. Unchecking this box allows you to manually map/modify where the standard default fields will appear on the HighLevel contact.
      • Use Custom HighLevel Fields:
        • When enabled, allows users to map SalesRabbit Custom Fields to HighLevel Custom fields. If enabled, an additional page will appear in the configuration allowing you to create those mappings.

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    • Enter a Lead Source:
      • Select the HighLevel lead source you'd like lead sent from SalesRabbit to be marked as in HighLevel.
      • Note: we recommend creating/using a Lead Source title SalesRabbit to know if the contact was created from a SalesRabbit lead.. 

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    • Lead Sync (optional):
      • Note: selecting this option will bypass the usual form submission to submit lead information from SalesRabbit to HighLevel. Be aware that setting it up this way could potentially lead to duplicates in HighLevel. 
      • Checking this will automatically create/update HighLevel contacts SalesRabbit lead is updated to a designated status(es). If enabled, use the "+ Add Lead Status" button to select a lead status(es) you'd like to act as the trigger to create a contact in HighLevel. If needed, you can add additional lead statuses.

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    • Click "Next" to continue to the next page of the configuration.

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  • Contact Records Cont. Page:
    • Note: this page will only appear if you've enabled the "Use Custom HighLevel Fields" option on the previous page.
    • Manage your Contact Field Mappings:
      • Use the "+ Add Mapping" button to map your SalesRabbit Custom Lead Fields to your HighLevel custom fields.
    • Click "Next" to move onto the next page of the configuration.

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  • Opportunity Records Page:
    • Note: this page only appears when "Opportunity Creation" is selected from the first page of the configuration.
    • Configure your HighLevel Opportunity Records.
    • Opportunity Stage Sync (optional):
      • Allows HighLevel to update the status of a lead in SalesRabbit when the stage is updated from HighLevel. When enabled, you'll need to configure your HighLevel Opportunity pipeline and stage(s).
      • Select a default HighLevel Pipeline.
      • Use the "+ Add Mapping" button to map a SalesRabbit Status to a Stage in HighLevel.
        • Note: SalesRabbit statuses must be mapped to a High Level Stage/Opportunities or an Opportunity may not be created.

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    • Assign Opportunity to HighLevel User (optional):
      • Allows SalesRabbit to assign the opportunity to a default user in HighLevel. When enabled, select the default opportunity owner.
        • Note: If the submitter's name cannot be found in HighLevel, the selected default account owner will be used and the opportunity will attach to them in HighLevel.

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    • Click "Finish" to save/apply any changes you've made to the configuration

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  • Users are able to adjust these HighLevel Configuration settings at any point by navigating to "Integrations" -> "Marketplace" -> selecting the HighLevel tile. Then navigate to "Configuration" -> "Reconfigure".
  • 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. If making changes to an enabled integration, be sure to run through the configuration pages and click "Finish", otherwise your changes will not be saved/applied.

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Part 3: HighLevel Appointment Calendar Configuration

This part will demonstrate how to find a HighLevel Calendar ID and add it to a SalesRabbit user's External ID field. Completing these steps allows users to add appointments to the appropriate HighLevel calendar.

  • From your HighLevel account, navigate to "Settings" -> "Calendar".
  • If the calendar is unassigned, you should be able to get the Calendar Code right under their name. Copy the ID and omit the "/".
  • If the calendar is assigned, click on the Calendar Code and select the correct calendar. You'll see something like this:
    • <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 "_bunch_of_numbers". In the example above, the calendar id would be "testCalendarID_123456789".
  • After copying the calendar ID, navigate to the SalesRabbit Web App and select "Users" -> select the user you'd like to add the calendar ID to.

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  • Paste the copied calendar ID into the "External ID" field -> click "+ ADD".
  • Now when that user submits a lead from SalesRabbit into HighLevel with an appointment time, a meeting will be created on that HighLevel calendar.
  • Follow the same steps for each user who will be creating appointments/meetings in HighLevel.

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