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LeadConnector for Agencies

If you use LeadConnector (formerly shown as GoHighLevel) to manage your agency and clients, you can connect it to the Agency Portal. This integration lets you create client companies directly from your LeadConnector sub-accounts and keeps information in sync between the two platforms.

Connecting Your LeadConnector Agency Account​

To connect LeadConnector to your agency:

  1. Go to Settings in the agency sidebar, or use the LeadConnector card on your Dashboard.
  2. Click Connect LeadConnector.
  3. You are redirected to LeadConnector to authorize the connection.
  4. Log in to your LeadConnector account and approve access.
  5. You are returned to the Agency Portal with the connection active.
note

You need to be an admin or owner of your LeadConnector agency account to authorize the connection.

Once connected, the integration status shows as active on your Dashboard and in Settings.

Creating Companies from LeadConnector Sub-Accounts​

After connecting, you can create client companies from your existing LeadConnector sub-accounts:

  1. Go to Companies in the agency sidebar.
  2. Click Add from LeadConnector.
  3. You see a list of your LeadConnector sub-accounts.
  4. Select the sub-account you want to create a company for.
  5. Assign a package to the new company.
  6. Confirm and create.

The company is created with information pulled from the LeadConnector sub-account, saving you from entering details manually.

tip

You can create companies from multiple LeadConnector sub-accounts at once. This is especially useful when you are onboarding your existing LeadConnector clients onto the platform.

LeadConnector Data Sync​

Once a company is linked to a LeadConnector sub-account, relevant data stays in sync between the two platforms. This means changes you make in LeadConnector are reflected in the Agency Portal, and vice versa where applicable.

The sync helps you avoid duplicate work and ensures your client information remains consistent across both platforms.

note

The sync happens automatically. You do not need to manually trigger it after the initial connection.

Disconnecting LeadConnector​

If you no longer want to use the LeadConnector integration:

  1. Go to Settings in the agency sidebar.
  2. Find the LeadConnector Integration section.
  3. Click Disconnect.
  4. Confirm the disconnection.
warning

Disconnecting LeadConnector does not delete the companies you already created from sub-accounts. Those companies continue to exist in your agency. However, any ongoing data sync between LeadConnector and those companies will stop.

Next Steps​

Return to the Agency Portal Overview for a summary of all agency features, or explore Managing Companies to learn more about working with your client accounts.