GoHighLevel

Connect a GoHighLevel sub-account and TheirStack knows which companies are already in your CRM. The accounts your team already works with can leave your Signals feed, and you can send the companies you find to GoHighLevel without creating duplicates.

This page covers what is specific to GoHighLevel. What works the same in every CRM is in the CRM integration guide: CRM statuses, sending companies and syncing and disconnecting.

Connect GoHighLevelCopy Anchor Link

To connect, you need to be:

• An owner of the workspace in TheirStack.
• An admin who can install apps on the GoHighLevel sub-account.

A workspace connects one CRM at a time. If your workspace is connected to HubSpot, disconnect it first.

Then:

TheirStack reads the sub-account's companies and their fields, custom fields included. It never reads contacts, conversations or opportunities. It writes to GoHighLevel only when someone sends companies.

Once GoHighLevel is connected, an AI assistant can finish the setup, including the rules for Customer and Former customer.

Companies that are not matchedCopy Anchor Link

TheirStack matches each GoHighLevel company by the domain of its Website. GoHighLevel has no field for other domains or for the LinkedIn page, so the Website is the only way in. A company is not matched when:

• Its Website is empty.
• Its Website is a link page or a URL shortener, which doesn't say which company it is.
• Its Website is an old domain the company no longer uses.

To see those companies and why, click See why in the settings. Fix their Website in GoHighLevel, and they are matched on the next sync. Click Sync now to match them right away.

Default CRM statusesCopy Anchor Link

GoHighLevel companies have no lifecycle stage and no count of deals, and every team tracks customers in its own fields. Every workspace connected to GoHighLevel starts with these CRM statuses:

Until you add a condition, every matched company is In CRM and the feed hides none of them.

Example status rulesCopy Anchor Link

Say your GoHighLevel companies have a Client status dropdown with the options Active, Trial and Churned, and a Churn date field your team fills in when a customer leaves. These rules split your CRM into the companies to leave alone and the ones to call again:

Why it is written this way:

• Former customer comes after Customer, so a company that left and came back is a Customer.
• Former customer uses any of these holds because either field proves the company was a customer.
• Former customer stays in the feed because a new signal on one of those companies is a reason to call again.

What TheirStack writes by defaultCopy Anchor Link

When you send companies to GoHighLevel, TheirStack writes these fields:

TheirStack creates the TheirStack folder and its custom fields on the first send. It also adds a TheirStack company ID field, which it uses to find the companies it created. Right before creating a company, it looks for it in GoHighLevel by that ID and by its Website. A value TheirStack does not have never clears a GoHighLevel field.

These fields are not sent until an owner chooses a field for them in the settings:

• LinkedIn URL, because GoHighLevel companies have no field for it.
• Employees, industry, country, city, postal code, founded year and description.
• Technologies, publicly traded, total funding, funding stage and last funding round.
• Annual revenue, because TheirStack's is in USD and your field may hold another currency.

Country, city, postal code and description can go to GoHighLevel's own fields. The rest need a custom field, which you create in GoHighLevel first. Industries are translated to the options of a dropdown field, and an industry with no matching option is not sent.

The signals timeline is a long text field, which GoHighLevel shows as plain text.

TheirStack can't set the owner of the companies it creates, because GoHighLevel doesn't let apps set it. You can give new companies fixed values, such as a lead source.

GoHighLevel takes one company at a time, so a large send can take a few minutes.

Known limitsCopy Anchor Link

On top of the limits every CRM shares:

• One GoHighLevel sub-account per workspace.
• Companies are matched by their Website only. A company with no Website, or with a link page or a URL shortener as its Website, is not matched.
• View in GoHighLevel opens app.gohighlevel.com. If your agency uses its own domain, you may need to sign in there.
• TheirStack can't set the owner of the companies it creates.
• Disconnecting doesn't remove TheirStack's access. Uninstall the TheirStack app from the sub-account in GoHighLevel too.