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All integrations

CRM

Highlevel for your Agent

Flow can look up contacts, companies and deals in Highlevel, and with read and write access it can update records.

It asks for your approval before it changes anything in Highlevel. Connect by signing in with Highlevel.

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Which Highlevel deals are linked to tenders closing this month?

Connect Highlevel in three steps

  1. 01

    Connect an account

    In Tendersight, open Settings, then Integrations, and connect Highlevel.

  2. 02

    Choose what the Agent may do

    Choose the Agent’s access: Read only, Read and write, or Disabled.

  3. 03

    Ask, or let an event start the work

    Ask Flow, or have it set up an event trigger for Highlevel.

What Flow can do depends on what Highlevel offers through its API and on the access you choose.

Things to ask

Type these to Flow once Highlevel is connected.

  • Highlevel

    Which Highlevel deals are linked to tenders closing this month?

  • Highlevel

    Create a Highlevel deal for the Vienna hospital tender, with its value and deadline.

About Highlevel

Highlevel is a marketing automation and CRM platform for agencies, with funnels, scheduling, two-way texting, and client pipeline tools. It helps teams manage leads, conversations, bookings, and follow-ups from one place.

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