HighLevel

Connect your SegMetrics account to HighLevel (also known as GoHighLevel) and pull in all of your historical leads and deal data. This integration enables you to analyze your marketing campaign performance and create comprehensive reports inside SegMetrics.

Integration Overview

SegMetrics integrates with HighLevel to import all historical contact and deal information from your HighLevel pipelines. Once connected, you can analyze lead sources, track deal progression, and measure marketing campaign effectiveness across your entire customer journey.

Important: You can only connect one CRM or email tool at a time in SegMetrics. If you've already connected another CRM or email tool, you'll need to disconnect it before integrating with HighLevel.

How to Connect HighLevel to SegMetrics

Step 1: Connect to HighLevel

1. Navigate to the Integrations page in your SegMetrics account
2. Click on the HighLevel integration
3. You'll be redirected to HighLevel for authentication
4. Log in with your HighLevel credentials and complete any two-factor authentication if prompted
5. Select the Sub-Account you want to connect (only Sub-Accounts are supported, not main agency accounts)

Step 2: Configure Integration Settings

1. Choose whether to import Orders and Invoices from HighLevel

• Recommended: Keep this setting OFF if you're also connecting payment providers that HighLevel uses (e.g., Stripe)

1. Click Continue to complete the connection

Note: HighLevel doesn't automatically set dates for tags, Therefore, tag applied date will automatically be set for the first date you connect your HighLevel account. Moving forward all tag dates will be accurate.  

Historical Data Sync

When you first connect HighLevel to SegMetrics, all historical data from your HighLevel account syncs automatically. SegMetrics imports all contact and deal information from your HighLevel pipelines.

Pro Tip: Once connected and actively syncing, SegMetrics stores the collected data in its own database. This allows accumulation of more data over time as additional syncs occur, enabling reports on more comprehensive historical HighLevel data.

HighLevel Landing Pages and Tracking

If you're using HighLevel's landing page builder, install your SegMetrics tracking pixel on ALL pages. The tracking pixel collects web activity data including page visits, UTM parameters, and ads tracking data.

Important Form Tracking Limitation: If you are using HighLevel forms hosted on something other than HighLevel pages, as of now, there is no way for those opt-ins to be tracked. Tracking pixels are not currently supported within HighLevel forms.

For installation instructions, refer to the HighLevel help video on installing tracking snippets.

Frequently Asked Questions

Q: What time zone is HighLevel data synced in?

A: HighLevel data syncs in UTC. SegMetrics reports display your data based on the timezone you set in your Account Settings.

Q: Do I need a tracking pixel to get data from my HighLevel account?

A: You need the SegMetrics tracking pixel to provide information about which specific links users clicked for ads, email broadcasts, campaigns, etc.

Q: Can I connect multiple HighLevel accounts to SegMetrics?

A: You can only connect to a single CRM or email tool at a time. To connect a different HighLevel account, you must first disconnect your current one.

Q: Why can't I connect my main HighLevel account directly?

A: SegMetrics only supports connecting Sub-Accounts within HighLevel. You cannot connect the main agency account directly.

Q: Will SegMetrics track opt-ins from HighLevel forms hosted elsewhere?

A: No, if you're using HighLevel forms hosted on external platforms, those opt-ins cannot currently be tracked. At this time, tracking pixels are not supported within HighLevel forms, regardless of where they're hosted.