HighLevel (sometimes referred to as GoHighLevel) is an incredibly comprehensive marketing platform offering tools, support, and resources to help businesses reach greater heights.
We at WP Fusion love HighLevel. WP Fusion has been offering HighLevel + WordPress integration since 2021, and it’s one of our fastest-growing customer segments.
Given our experience with the platform, we decided to share what we learned about HighLevel over the years and why we recommend every digital marketing agency or B2B business to try the platform.
Let’s dive right in.
#Why Use HighLevel?
Managing a growing stack of marketing tools is an expensive headache.
From CRMs to email platforms, social media schedulers to analytic tools – there are too many logins to remember, too many scattered reports to consolidate, and too many disconnected funnels to build.
Not to mention, these tools are costing you a fortune.
HighLevel eliminates these frustrations by bringing all your essential marketing tools under one roof. It helps save time while reducing complexities and cuts cost.
HighLevel offers tools that allow you to
- Capture leads using landing pages, surveys, forms, calendars, inbound phone systems,
- Automatically message leads via voicemail, calls, SMS, emails, FB Messenger,
- And use built-in tools to collect payments, schedule appointments, track analytic reports, and much more
In the next section, we are diving into various HighLevel features exploring what they offer and how they can be utilized to grow your agency or B2B business.
Get Automated. Get HighLevel
Take your marketing automation to the next level today.
Try HighLevel for Free#HighLevel Offerings
HighLevel is a powerful all-in-one marketing platform that offers a host of marketing tools in one place. Let’s take a look at those tools and understand how they help businesses.
#1. Conversations
HighLevel Conversations is a central hub for handling all your business messages.
Using the Conversations feature, you can connect with your leads via SMS, email, WhatsApp, and Facebook messages, chat with them on your website, and even DM on Instagram.
Messages received are automatically categorized into read and unread, ensuring you don’t miss queries from leads or existing customers.
You can sort and filter messages by age to prioritize important leads and customers.
You can bookmark important conversations, create templates to reduce repetitive work and track and analyze customer behavior based on the links they click on your SMS messages and emails.
#2. Calendars
Calendars is one of HighLevel’s most powerful and popular features. You can do a ton of things using Calendars.
For instance, you can integrate external calendars like Google, Outlook, or iCloud calendars into the platform, view existing appointments, edit them, delete them, and add new ones to your calendar.
You can also set your availability to avoid overbooking, embed the calendar on your website to allow leads to book appointments directly, assign appointments to team members, set up reminders, add Stripe for advanced payments, connect with Zoom, generate reports to find no-shows or cancellation trends, and much more.
#3. Contacts
Contacts refer to detailed contact records of both existing customers and leads.
At HighLevel, your business contacts are stored in a Smart List that can be customized and filtered based on specific conditions, such as custom fields, birthdays, lead sources, etc.
You can add files to contacts, restore deleted contacts, merge contacts to remove duplicate data, and set or remove DND (Do Not Disturb).
Also assign specific contact-related tasks to your team members, segment contacts based on interactions, send review requests for your business, and do much more.
#4. Opportunities
HighLevel Opportunities display business leads at various stages of the sales pipeline.
You can create several sales pipelines, and manually add, remove, modify, and transfer leads from one stage to another.
Also, add, remove, or modify the different displayed stages, filter leads using conditional logic like AND and OR, choose to display stages as funnels or pie charts, export or import leads, and restore deleted opportunities, among other things.
#5. Payments
As the name suggests, HighLevel Payments allows you to manage everything related to payments.
You can integrate popular payment gateways like Stripe, PayPal, Authorize.net, etc.
Also, generate invoices, create invoice templates, automate invoices in scheduled frequency, add multiple taxes, generate payment links, custom-create contracts from scratch, track eCommerce orders and subscriptions, create and manage coupons, and Srtipe products, automate payment receipts, and a lot more.
#6. Marketing
HighLevel Marketing offers access to all necessary marketing and affiliate tools.
Using these tools you can connect all your social media accounts, publish posts across multiple social media at once, schedule posts, create and manage email campaigns, track campaign engagement and success by revenue and orders, and track and analyze email and SMS campaign links.
There’s also a powerful affiliate management system to manage your referral networks. You can add affiliates, create affiliate manager campaigns, and manage affiliate payouts, among other things from the HighLevel Marketing tab.
#7. Automation
HighLevel Automation helps create workflows to automate business processes.
You can use existing workflow templates or start one from scratch, draft or publish them immediately, and organize them into relevant folders.
HighLevel has a powerful trigger-action-based workflow builder that allows you to create complex workflows, add relevant tags, and add notifications to team members to follow-up leads.
You can add sender details, specify timezones, and time windows, specify whether you want contacts to re-enter the workflow once they have left it, and do much more.
#8. Sites
HighLevel Sites allows you to create and manage client-facing funnels or websites for your business.
Funnels and websites host web pages where you can add chat widgets, surveys, forms, and client portals but split testing between different variations of pages is only available in funnels and an e-commerce store can be built only as a website.
You also have the option to build a client portal where clients can add affiliate commissions, and payouts, access membership courses, and join community groups from within the client portal.
#9. Memberships
HighLevel Memberships allow you to build courses, create communities, and issue certificates to members.
You can create courses in HighLevel, add quizzes, up-sell courses, manage member comments, add membership signup pages to funnels, offer custom-made certificates, review members’ activities and progress, and personalize member learning experiences.
Also, you can create multiple groups to encourage interaction and foster a shared learning environment. Invite members via email, manage members, set the group as public or private, monetize groups, and make them fun and engaging by adding points, badges, and leaderboards.
#10. Reputation
HighLevel Reputation allows you to monitor reviews and general sentiments towards your business online.
Using HighLevel, you can send review requests to your content via email or SMS, pull reviews from Google and Facebook, customize how they are displayed, and add them to your website.
Businesses listed on Yext Listing can track the status of their listing, i.e. whether they are live, being processed, or unavailable, from the HighLevel Reputation dashboard.
On the dashboard, you can see positive or negative sentiments regarding your business are pulled using Google AI.
#11. Reporting
HighLevel Reporting offers reports regarding your ads, calls, appointments, and team performance.
You can integrate Google and Facebook ad accounts into HighLevel, figure out which Facebook and Google Ads generate the most number of leads, and gain insights into interactions between contacts and your team members for both incoming and outgoing calls.
Also, take a comprehensive look at appointment statuses like booked, confirmed, canceled, no show, etc, get an overview of how your entire team is performing, and dive into individual team member performances.
#HighLevel Pros & Cons
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#HighLevel Pricing
HighLevel has two monthly plans, the Starter and Unlimited plans. They cost $97 and $297 respectively.
We love the Starter plan as you get access to all the marketing tools but the downside is that you get only 3 sub-accounts and no API access which means you can’t integrate other software and services with HighLevel.
The Unlimited plan allows you to create unlimited sub-accounts and offers access to HighLevel API, and all the marketing tools.
They also have a HighLevel Pro plan that costs $497 per month, but it’s not available on the pricing page possibly because they focus on upgrading users to the Pro plan after users are sold on the software’s core features. The Pro plan (also called SaaS Mode), is tailored for businesses wanting to sell the GoHighLevel platform as a service.
All the plans offer 14-day free trials so you don’t have to immediately subscribe to a plan.
Learn more about HighLevel Pricing.
Get Automated. Get HighLevel
Take your marketing automation to the next level today.
Try HighLevel for Free#How to Connect HighLevel With WordPress
To connect your HighLevel account with your WordPress website, you need a third-party tool called WP Fusion.
WP Fusion is the most popular and powerful marketing automation and CRM integration tool for WordPress websites.
It enables bidirectional synchronization of your website users with your CRM and other marketing platforms.
It also allows you to segment users based on available and custom tags.
The plugin facilitates marketing activities such as tracking user behavior, user experience personalization, and triggering automated workflow.
There is a free version of the plugin and a premium version.
The free version of the plugin supports 60+ CRMs and limited usage of tags.
The premium version offers access to bidirectional user syncs, priority support, webhooks, cart abandonment tracking, and login redirection, among other things.
Now, the premium plugin has three plans that cost $297, $427, and $647 respectively. They are referred to as Personal, Plus, and Professional plans.
Of course, the professional plan offers access to all WP Fusion features but you may not require a full suite of features. Therefore, we recommend looking at the pricing table to understand which plan is best suited for your needs.
It’s also worth mentioning, that WP Fusion has lifetime plans for a single or a pack for three websites.
In the following steps, we will show you how to connect HighLevel to your WordPress website. We are using the premium WP Fusion plugin for the demonstration purpose.
#i. Connect HighLevel With WordPress Using WP Fusion
Install and activate the WP Fusion plugin on your website, add your WP Fusion license key, and hit the Authorize With HighLevel button to generate access keys and connect your website with HighLevel.
As soon as the connection is established, the data of any visitor who registers on your website (aka new users) will be automatically synced with HighLevel from now onwards.
What about the existing user data of your website from before the WP Fusion plugin was installed?
#ii. Sync Existing Website User Data to HighLevel
To sync existing website users to HighLevel, you need to export the existing user data from your website and upload them to HighLevel.
Open your website dashboard and go to Settings → WP Fusion → Advanced → Batch Operations select the Export Users option and hit the Create Background Task button to start user data export.
You should see the number of user data being processed in real-time on top of the WP Fusion Settings page.
Like most other marketing platforms, HighLevel limits the use of API and server resources therefore you may experience a pause when exporting large amounts of user data to HighLevel. This can take the export process several hours to complete.
Sometimes exports are paused not due to API limitations but due to technical failures. In such cases, the export process has to be manually resumed by refreshing the page. This will ensure that the exports are picked up where they were left off.
Learn more: Bulk Operations/Export Data With WP Fusion
Get Automated. Get WP Fusion.
Sync unlimited WordPress data bidirectionally with HighLevel
Get WP Fusion#iii. Sync New HighLevel User Data to Website
We already know that when new users register on the website, the user data is automatically synced with HighLevel.
But when a new user registers on HighLevel, you need to trigger an automatic sync back from HighLevel to WordPress. This can be done using WP Fusion’s HighLevel webhook.
As you know, on HighLevel you can create automated workflows. These workflows typically involve numerous steps.
In one of those steps, you can add a webhook that tells HighLevel to send new user data to the WP Fusion plugin installed on your website. The plugin receives the data and stores it on your website.
We have a separate guide on how to use HighLevel webhooks. We strongly recommend reading it as it covers another way of using webhooks to sync data, how to use webhook URLs to update user tags and metadata, and much more.
#iv. Sync, Create & Manage Tags
When your website is first connected with HighLevel, WP Fusion imports the tags from your HighLevel account to your WordPress site.
You can use these tags to trigger events on your website.
For instance, if you have a tag in HighLevel called “enrolled_advanced_Python” for users who purchased the Advanced Python Programming course, WP Fusion can use this tag to automatically grant access to the course content.
When HighLevel tags are not properly loaded on your website, you can initiate a resync by using the Refresh Available Tags & Fields option on top of the WP Fusion Settings page.
You can of course create new tags on your website in the Assign Tag option by typing the name of the tag directly into the dropdown.
At this point, it’s worth noting that the synchronization of tags is bidirectional. This means when tags are created on your website, they are immediately sent to HighLevel using its API. That way, the same user data is available on both your website and your marketing platform.
As for managing user tags, you can view tags related to specific users by accessing their user profiles and scrolling down to the WP Fusion section. You can initiate a resync by using the Resync Tags button to fetch tags related to the same user in HighLevel.
Learn more about how to work with tags.
#v. Review Contact Fields
As we know by now, user data are bidirectionally synced between your website and HighLevel. These syncs are facilitated using contact fields.
On your WP Fusion Settings page, if you go to the Contact Fields tab, you will find two columns.
On the left column, the fields listed are contact fields detected on your WordPress website, and on the right are corresponding fields from HighLevel.
This is the setup WP Fusion is using to sync data between your website and HighLevel.
It’s important to review the fields to ensure that they are properly synced.
You can modify the mismatched field by choosing the correct field from the dropdown on the right column.
Sometimes, new fields added to HighLevel may not immediately appear on the dropdown. In such cases, use the Resynchronize option from the dropdown to resync the fields.
To learn about how exactly fields are matched behind the scenes, which fields are typically ignored, what additional fields are, and much more, read this help doc: Syncing Contact Fields.
#vi. Sync Plugins Properly With HighLevel
WP Fusion integrates HighLevel with popular plugins like AffiliateWP, If-So, WP Forms, Advanced Custom Fields, Gravity Forms, Elementor Forms, Paid Memberships Pro, and more.
You will find dedicated help docs for these plugins on our website. Follow them to ensure proper integrations.
#vii. Sync eCommerce Transaction Data With HighLevel (Optional)
WP Fusion supports eCommerce plugins like WooCommerce, Easy Digital Downloads, Event Espresso, GiveWP, Gravity Forms, LifterLMS, MemberPress, and Restrict Content Pro.
If you use any of these plugins to sell items, courses, services, or products, WP Fusion stores the transaction data in HighLevel in the Opportunities section.
Opportunities help you create different transaction stages so that you can track and manage potential sales or deals.
You can set the default HighLevel Opportunities stages from the Enhanced Ecommerce tab in the WP Fusion Settings. Read more.
#Final Verdict
HighLevel is an extremely powerful all-in-one marketing platform that reduces the hassle of dealing with numerous marketing tools.
The platform offers tools to capture leads using landing pages, forms, surveys, and appointment booking systems. You can contact captured leads via voicemail, calls, SMS, emails, and FB Messenger. You can also collect payments, track analytics, generate reports, review team performance, and much more.
HighLevel reduces the complexity and expense of marketing while streamlining operations and increasing sales.
The tool can seem overwhelming at first and does have a learning curve. It might not be ideal for new marketers as they may not require access to that many marketing tools.
HighLevel sometimes lacks in-depth features that specialized marketing tools offer but it is constantly adding new features and improving the UI to make it user-friendly, especially for beginners.
So despite some drawbacks, it’s still a powerful tool and we wholeheartedly recommend it to most marketers.
