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HighLevel (GoHighLevel, LeadConnector, and the brands agencies resell it under) is where many MSPs keep their leads, pipelines and marketing. Connect it, and Neo agents can read and update it while they work a ticket, a chat or a schedule.

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What Neo can do with HighLevel

  • Copy each lead you mark as hot into your PSA: a scheduled agent finds the contacts whose custom field you set (for example “Lead status” is “Hot”), creates the company and the contact in your PSA, and writes the PSA ids into a second custom field, so a lead is never copied twice
  • Read a contact, its business, notes, opportunities and conversations for a ticket
  • Log a note or a task on a contact, and move an opportunity through your pipeline
  • Search, create and update contacts, businesses, opportunities, appointments, invoices and the rest of HighLevel, as your permission groups allow
See HighLevel API for the permission groups and profiles.

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Company mapping

Neo matches your HighLevel businesses to your PSA companies by name and by website. The Organization Mapping tab on the HighLevel card shows each match; confirm or correct a match there. Only an exact, unique name match, or one you confirm, is used by agents. Your prospects stay unmapped, because they are not in your PSA yet.

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Next steps

Connect HighLevel

Create a Private Integration token in your sub-account and save it in Neo.