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How to connect HighLevel account to your Source account

Updated this week

HighLevel (GoHighLevel) → Source Integration Guide

  1. Install the Integration
    ​Step 1 (if applicable): In HighLevel, obtain your API Key (or be ready to authorize via OAuth if available).
    ​Step 2: Log into Source.
    ​Step 3: Click the gear Settings icon on the left navigation, then scroll down to the Integrations section.
    ​Step 4: Select CRMs, then select HighLevel.
    ​Step 5: Click Connect and paste your API key (or complete OAuth).
    ​Step 6: Select the location(s) and objects to sync.
    ​Step 7: You will be redirected back to Source. Once authorized the integration is complete.

  2. Using the Integration
    Contacts, opportunities, and pipelines from HighLevel will sync into Source for attribution. Map custom fields/pipelines after the first sync if required. Pair with ad platforms and the Pixel.

  3. Disconnect HighLevel
    ​Step 1: In Source → Settings → Integrations → HighLevel, click Disconnect.
    ​Step 2: Confirm to stop syncing data.

  4. Uninstall the Integration from HighLevel
    In HighLevel → Settings → API / Integrations, remove the API key or revoke Source app access.

FAQs

  • What permissions are needed? Agency/location permissions to authorize apps or create API keys.

  • Multiple locations? Select the ones you want during installation.

Custom fields? Map them post-sync where supported.

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