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Connecting GoHighLevel

Create a GoHighLevel Private Integration token so LeadToSheet can create or update contacts in a location.

Create a Private Integration token

GoHighLevel uses Private Integration tokens for server integrations. LeadToSheet uses the token to list locations during setup and upsert contacts into the selected location.

  1. 1

    Open the agency or sub-account

    Choose the account level that should own the token. Agency-level tokens can expose multiple locations; sub-account tokens are limited to one location.

  2. 2

    Open Settings -> Private Integrations

    Create a new private integration and name it LeadToSheet.

  3. 3

    Grant the required permissions

    Give the token Locations Read and Contacts Write permission. Contacts Write is used for the upsert; Locations Read lets LeadToSheet load the location picker.

  4. 4

    Copy the token

    Paste the token into LeadToSheet and test the connection before saving the route.

Note

LeadToSheet sends leads to GoHighLevel with source set to LeadToSheet and optional tags from the route configuration.