With the native HighLevel integration, you can automatically add participants to your contacts list and also receive submission data that you collected from them.
Not entirely sure how to set up the integration? Make sure to learn about it in our dedicated article first.
Connecting the Integration
You can connect the integration either by navigating to the "Integrations" tab in the navbar or by opening the dropdown menu of your project's card and selecting "Connect" - then just click "Connect" on HighLevel's card.
In order to connect the integration, you'll need to first make sure that you're logged into your HighLevel account, if you're not then you'll be prompted to do so.
Once you're logged in to your account, just first pick the account that you want to use and that should be it. Your HighLevel connection is now ready to be used.
On your newly created connection, you'll be able to see several bits of information from the HighLevel account you're using, such as: Location ID, email address and business name.
Data Mapping for the HighLevel Integration
The integration will send email and default properties automatically.
In order for your list to accept more data, make sure to create custom fields in HighLevel accordingly.
Once the integration has been connected to your project, you'll find the button "Manage Custom Fields" on the project's integration settings, which is where you can map the involve.me fields to the integration fields.
Default Custom Fields That Are Already Predefined by HighLevel
Full birthday with year
Default Custom Fields That Need to Be Created Beforehand
If you want to receive data for the below fields, then you'll need to create them in HighLevel exactly as shown below in the column "HighLevel Fields". All of these fields work with type "Text - Single Line".
Correctly answered questions
Calculators by ID (eg. ca_xxxxxxx)**
*This is the result of the first calculator in the project, if there's only one calculator you can use this field.
**If you have multiple calculators in your project you can specify them by ID.
Data From Question Elements
Any other collected data fields (eg. from multiple choice elements, free text inputs, sliders, opt-in checkboxes, etc,) can be mapped through "custom field mapping".
Good to Know
If you're using a checkbox field type, make sure to create the options for it. The option name can be whatever you want, but for the option value it will have to be either "true" or "false" - you can also have an option for each.
True and false are the values that involve.me sends to HighLevel:
True - Checkbox has been checked
False - Checkbox was left unchecked
If you have configured a HighLevel integration on a project and you duplicate said project, your integration settings will duplicate as well.
Opt-in Checkbox and GDPR
In order to be fully GDPR compliant, you will need to tick the option "Only trigger integration when opt-in checkbox element was selected" on your integration's settings and add a dedicated opt-in checkbox that sends data over to the integration, to your involve.me project.
Here's a step-by-step guide on how to set it up.
If GDPR is of no concern to you, then you can skip this step.
Testing your integration
Once the integration has been set up and connected to your project, it will be time to test it in order to ensure everything is working as intended, learn how to do it here.
If you still have any questions, please feel free to contact support.