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Add new leads from Clicki to Highlevel

Last updated on Sep 13, 2024


Introduction

This guide provides step-by-step instructions on how to integrate your Clicki account with High Level to facilitate seamless data transfer. By following these steps, you will be able to set up a web hook that triggers the transfer of lead data from Clicki to High Level.

Prerequisites

  • A Clicki account

  • A High Level account

  • Administrative access to both platforms

Step 1: Create a Web Hook in High Level

  1. Log in to High Level: Start by logging into your High Level account.

  2. Navigate to Automation Tab: Create a new workflow.

  3. Create a New Web Hook Trigger: Select the option to create a new web hook. This will generate a URL which will be used to receive data from Clicki.

Step 2: Configure the Web Hook Settings

  1. Set the Trigger: Configure the web hook to trigger on receiving new lead data.

  2. Save the Trigger: Make sure to save the settings to activate the web hook.

Step 3: Set Up Web Hook on Clicki

  1. Log in to Clicki: Open your Clicki account.

  2. Access Company Settings: From your dashboard, go to company settings.

  3. Add Web Hook URL: Enter the URL generated from High Level into the appropriate field in Clicki to establish the connection.

Step 4: Send Test Data

  1. Send Test Data from Clicki: Trigger a test to send data from Clicki to High Level. This step ensures that the connection is working correctly.

  2. Verify Data Transfer: Check if the data is correctly received and mapped in High Level.

Step 5: Finalize Integration

  1. Confirm Operational Status: Once the test is successful, confirm the operational status of the integration.

  2. Start Using the Integration: You can now start using the integration to automate data transfers from Clicki to High Level.

Troubleshooting Common Issues

  • Check Web Hook URL: Ensure the URL is entered correctly in both Clicki and High Level.

  • Verify Permissions: Make sure you have the required administrative permissions on both platforms.

  • Recheck Data Mapping: If data is not appearing as expected, revisit the data mapping settings.

Conclusion

By following these steps, you should have successfully connected your Clicki account to High Level, enabling efficient data transfer. For more detailed settings or technical support, refer to the respective platform's help documentation or contact their support teams.