Connecting GoHighLevel

Create a Sub-Account Private Integration token

GoHighLevel uses Private Integration tokens for server integrations. Create the token inside the sub-account (location) you want leads to land in — the Contacts Write scope needed to upsert contacts is only available on Sub-Account tokens, not Agency-level ones.

1. 1

   Open the sub-account

   Switch into the specific sub-account (location) that should receive the leads. Don't create the token at the agency level — agency tokens can't write contacts.

2. 2

   Open Settings -> Private Integrations

   Create a new private integration and name it LeadToSheet.

3. 3

   Grant the required permissions

   Enable Edit Contacts (Contacts Write), View Locations (Locations Read), and View Custom Fields. Contacts Write performs the upsert; Locations Read lets LeadToSheet verify the connection; View Custom Fields loads your location's custom fields so you can map form values onto them.

4. 4

   Copy the token

   Copy the token (it starts with `pit-`). You'll paste it into LeadToSheet next.

5. 5

   Find your Location ID

   In the same sub-account, go to Settings -> Business Profile and copy the Location ID shown under General information. Paste both the token and the Location ID into LeadToSheet, then test the connection before saving the route.

Map leads onto custom fields

Email, name, phone and company are sent automatically. To send any other form value — a message, a budget, a postcode — map it onto a GoHighLevel custom field. GoHighLevel doesn't let LeadToSheet create fields, so the field has to already exist in your sub-account.

1. 1

   Create the custom field in GoHighLevel

   In the sub-account, go to Settings -> Custom Fields and add the field (for the Contact object) if it doesn't exist yet.

2. 2

   Load your fields into LeadToSheet

   Make sure the token has the View Custom Fields scope, then open the route and click Refresh options. LeadToSheet pulls the sub-account's contact custom fields into the picker.

3. 3

   Add a mapping

   In the route's Custom fields section, click Add custom field mapping. On the left, enter the form value (the form field's name); on the right, pick the GoHighLevel field it should fill.

4. 4

   Save and test

   Save the route and send a test lead. The mapped value appears on the contact in GoHighLevel; if a lead has no value for that form field, LeadToSheet simply omits it.

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