Connecting to GoHighLevel

Introduction

In this guide, we’ll go over how to create the GoHighLevel Connection for BlinkMetrics. This will allow BlinkMetrics to pull data from GoHighLevel as a Source.

In BlinkMetrics, the GoHighLevel Source is listed under the name LeadConnector.

Authorizing GoHighLevel Connection

1. Go to the Connections Page

To create the GoHighLevel Connection, click on the Settings cog icon in the header > select the Connections menu item. This will open the Connections page. Next, click the Add Connection button.

2. Add Connection

From the Connection Stepper interface, select LeadConnector in the Select Source tab and click Next. You can type “lead” in the Search field to find it quickly.

Click the Continue with LeadConnector button.

After you click Continue with LeadConnector, GoHighLevel may ask you to log into your account. This can happen even if you’re already signed into GoHighLevel in another tab. If you see the sign-in page, enter your GoHighLevel email and password, and if GoHighLevel sends you a security code, enter it to finish signing in. Once you’re logged in, you’ll be taken to the GoHighLevel authorization page, where BlinkMetrics can connect to your GoHighLevel account.

3. Authorize BlinkMetrics in GoHighLevel

GoHighLevel will show an Install confirmation page for the BlinkMetrics app, along with the permissions BlinkMetrics is requesting.

BlinkMetrics only asks for read access. It can’t create, edit, or delete anything in your GoHighLevel account. The permissions requested are:

• Contacts: Access to read
• Opportunities: Access to read
• Users: Access to read
• Locations: Access to read, including custom fields and tags
• Conversations: Access to read

Review the permissions, then click Next to continue.

Next, select the sub-account you want to connect. If you have access to more than one sub-account, they’ll all be listed here. Click the sub-account you’d like BlinkMetrics to connect to.

Permissions Needed

You must be an Admin on the GoHighLevel sub-account you’re connecting, or an Admin or Owner of its agency, to create the connection. Only admins can install Marketplace apps like BlinkMetrics. Users without the Admin role don’t have permission to install apps, so ask an Admin to help create the connection.

If you can’t find BlinkMetrics when connecting, your agency may be set to show only approved apps to its sub-accounts. An agency Admin can approve the app under App Marketplace > Settings > Manage App Access.

Plan Needed

The BlinkMetrics app is free to install from the GoHighLevel App Marketplace.

Each BlinkMetrics Connection is linked to one sub-account (also called a Location). GoHighLevel gives apps like BlinkMetrics access one sub-account at a time, so the Connection can only see the data in that sub-account, including contacts, opportunities, users, conversations, tags, and custom fields.

If you want to connect multiple sub-accounts, you’ll need to make a separate BlinkMetrics Connection for each one.

Though API rates apply, BlinkMetrics manages them smoothly. Our code automatically detects when we’re nearing the limit and slows down calls as needed to stay within it.

4. Review Privacy and Save Connection

After being redirected back to BlinkMetrics, you should see a Connection Created Successfully message and an overview of the following:

• Source
• User Connected By
• Last Synced At, along with the progress of the first data sync

From here, you can also edit the following:

• Connection Name: Used for organizational purposes, each Source can have multiple Connections, so it’s helpful to see who authorized the Connection or which account it was connected to.
• Privacy: You can choose who it’s shared with: Shared with Workspace, Private to Me, or Shared with Team.

When you’re done, click Save, and now you’re done! You can now use the Connection to pull data from the GoHighLevel Source.