Connect HighLevel with SegMetrics

Connect your SegMetrics account to HighLevel, also known as GoHighLevel, and pull in all of your historical leads and deal data. You can then use that data to create reports inside SegMetrics.

Integrate HighLevel and SegMetrics

First, integrate your HighLevel account with your SegMetrics account

To integrate with HighLevel:

  1. Head over to the Integrations page in your SegMetrics account

  2. Click on the HighLevel integration


  3. You will be forwarded to a High Level domain and login screen even if you do not normally login to gohighlevel.com. If you are not already logged into gohighlevel.com, you will be prompted to. If you do not see this page, you are already logged into High Level and can skip to the section below for "already logged in" below.

This will open a new tab with a login page:


  1. Login with the credentials you use to login to your High Level app, even if that app is not at gohighlevel.com. You may be prompted to complete two factor authentication:

  1. Follow instructions to pass that and you will be logged into High Level, say it with me, even if you do not usually login to gohighlevel.com.
  2. Now close the tab you used to login. Open the still open tab prompting you to login to High Level from the first screenshot. Refresh the page to clear the “Please login to High Level to continue!” message. If you happen to have closed that tab, go back to your SegMetrics Integration page and start the process again. 

**If already logged in, follow these steps**

  1. If you were already logged into gohighlevel.com, this is where you would start the process. You should now be presented with a list of Sub-Accounts you have access to:

  1. We only support connecting Sub-Accounts. Choose your Sub-Account to connect and you will be forwarded back to SegMetrics:

  1. You can choose to import Orders and Invoices from High Level. If you are connecting the payment providers that High Level uses (eg. Stripe) as well, we recommend you keep this setting off.
  2. Click continue and your High Level, or white label there of, is connected to your SegMetrics account!

Note: You can connect to a single CRM or Email tool at a time. If you’ve already connected to a CRM or email tool, you’ll need to disconnect from that tool in order to integrate with HighLevel. HighLevel doesn't automatically set the dates for the new customers, so you need to add the previous customer's created dates to a custom field such as: Date Created: (enter old created date from previous CRM)

Once integrated, SegMetrics imports all historical contact and deal information from your HighLevel pipelines.

How much historical data is synced when you first connect HighLevel to SegMetrics?

When you connect a new HighLevel data source, all historical data from your HighLevel account is synced.

Pro Tip:Once your HighLevel Data Source is connected and actively syncing data, we store the data that's collected in our own database. This allows us to accumulate more data over time as more data syncs are made so that you can report on more historical HighLevel data in your SegMetrics reports.

Reporting on HighLevel Data

Now that you have HighLevel connected to your SegMetrics account, you can start running reports and using HighLevel data to filter and segment. 

For example, run a New Leads report to see the total number of new leads added to your HighLevel account in the last 30 days.

Use the Tags filter to filter your reports by contacts who have been applied a given tag name.

Use the Deal filters to filter your reports by deal name, pipeline name, pipeline stage name, and more.

HighLevel Landing Pages

If you’re using HighLevel’s landing page builder, be sure to install your SegMetrics tracking pixel on ALL pages. Your tracking pixel is how we track web activity such as page visits, and collect other data such as UTM parameters and ads tracking data. 

Here is a help video from HighLevel with instructions on how to install your tracking snippet.

Frequently Asked Questions

What time zone is HighLevel data synced in?

HighLevel data is synced in UTC. SegMetrics reports on your data based in the timezone that you set in your Account Settings.

Do I need the tracking pixel to get the data found in my HighLevel account?

You do not need to create a Tracking Link for SegMetrics to track website visitors, it will still gather the UTM data. Tracking Links provide a simple way to get further detail of exactly which link they clicked for ads, email broadcasts, or campaigns.

To learn how to create a tracking link, click here to be taken to our URL builder quick walkthrough.

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