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Who uses this: Admins can enable it. Availability: Requires a HighLevel account.
The HighLevel integration creates a two-way sync of customers and contacts between FieldPulse and HighLevel, so a record you add or update in one platform shows up current in the other without anyone entering it twice. HighLevel is an all-in-one marketing and sales platform (websites, funnels, forms, and follow-up campaigns); this integration keeps its contact list and your FieldPulse customer list in step.

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Overview

Once connected, the HighLevel integration syncs records both directions:
  • FieldPulse → HighLevel. Customers in FieldPulse sync to HighLevel as Contacts.
  • HighLevel → FieldPulse. Contacts in HighLevel sync to FieldPulse as Customers.
HighLevel logo with three colored upward arrows beside the wordmark

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Before you begin

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Connect HighLevel

  1. In FieldPulse, go to Company Settings > Features & Plugins.
  2. Locate the HighLevel tile and select Enable. HighLevel authentication pop-up over the FieldPulse Preferred Partners tiles
  3. When prompted, log in to your HighLevel account to connect the two platforms.
Once your accounts are connected, customers and contacts begin syncing automatically in both directions.

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What syncs

The two-way sync includes these fields: Your setup is working when a customer you add in FieldPulse appears as a contact in HighLevel, and a contact added in HighLevel appears in your FieldPulse customer list.

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FAQs

What causes a new customer to be created? FieldPulse only checks HighLevel contacts when something changes in HighLevel. A new customer is created when one of these happens to a contact that doesn’t match an existing FieldPulse customer:
  • The contact is added.
  • The contact is edited.
  • The contact’s tags change.
How do I avoid duplicate customers? Before you connect HighLevel, make sure each customer has the same email address in FieldPulse and in HighLevel. A contact with no email address, or a different one, won’t match and will be added as a new customer. If duplicates already exist, see How to Merge Duplicate Customers.