Skip to main content

GHL Integration

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

Connecting Your GHL Agency Account​

To connect GoHighLevel to your agency:

  1. Go to Settings in the agency sidebar, or use the GHL card on your Dashboard.
  2. Click Connect GHL.
  3. You are redirected to GoHighLevel to authorize the connection.
  4. Log in to your GHL 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 GoHighLevel agency account to authorize the connection.

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

Creating Companies from GHL Sub-Accounts​

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

  1. Go to Companies in the agency sidebar.
  2. Click Add from GHL.
  3. You see a list of your GHL 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 GHL sub-account, saving you from entering details manually.

tip

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

GHL Data Sync​

Once a company is linked to a GHL sub-account, relevant data stays in sync between the two platforms. This means changes you make in GoHighLevel 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 GHL​

If you no longer want to use the GoHighLevel integration:

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

Disconnecting GHL 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 GHL 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.