Connect HighLevel

Connecting HighLevel gives Klarvyn the full picture: contacts, pipeline movement, booked appointments and payments — all attributed back to the campaigns that created them.

1. In Klarvyn, go to Settings → Integrations and open the HighLevel card, then click Connect HighLevel.

2. In the HighLevel window, choose the sub-account (location) to connect and approve access. Webhooks are registered automatically.

3. Open the HighLevel settings and switch on the event categories you want: Contacts, Opportunities, Appointments and Payments. All categories start off — a fresh connection records nothing until you enable them.

4. Under Call Calendar Mapping, add the calendars that represent booked calls (requires the Appointments category). Under Pipeline Mapping, select the pipelines to track.

5. Create a test contact in HighLevel — it appears in Contacts within seconds.

What flows in

• Contacts become contacts (created and updated, with a change log).
• Opportunities feed attribution and reports — creation, stage changes and open/won/lost/abandoned.
• Appointments on your mapped calendars become call events, including cancellations.
• Invoices and payments become purchases with real revenue — they show up in Purchases and revenue attribution.

Good to know

• Step 3 and 4 are not optional. Categories start disabled, and appointments on unmapped calendars are not recorded as calls.
• Agency install? Connecting at agency level imports all sub-accounts disabled — enable the ones to track under Connected accounts.
• Contacts need an email or a phone number. Records with neither are skipped.
• Opportunities, appointments and payments are matched through the contact — if the contact isn’t in Klarvyn yet (created before you connected), those events can’t be attributed until the contact is updated or imported.
• Disconnect anytime — the webhook is removed and recorded data is kept.