Platform documentation

HighLevel CRM - Overview

Summary

Business+Elevale connects to HighLevel-family CRM platforms through three branded integrations that share the same API backend: The Momentum Engine, LeadConnector, and HighLevel CRM. Each uses OAuth (not a personal access token). After you connect, you can create connected KPIs that sync contacts, opportunities, conversations, appointments, and payment metrics on a schedule you choose.

Who this is for

Workspace members using HighLevel CRM with Elevale integrations and connected KPIs.

At a glance

  • Connection type: OAuth 2.0

  • Status: Available

  • Plan: Business+

  • Automation and assistant access (no KPI data points).

Documentation in this folder

Quick start

  • Open Workspace Settings → Integrations and connect HighLevel CRM.

  • Complete authentication (OAuth popup, PAT paste, or API key) and select the account, property, repo, or location when prompted.

  • On KPIs & Dashboards, create a KPI, choose Connected, and pick your HighLevel CRM connection.

  • Select a data point from the catalog (see the Data points article in this folder for the full list).

  • Set a sync frequency. An initial sync runs after save; use Resync on the KPI card for on-demand updates.

Learn more

Which brand to use

  • The Momentum Engine - Momentum Engine whitelabel accounts.

  • LeadConnector - LeadConnector-branded sub-accounts.

  • HighLevel CRM - standard GoHighLevel accounts.

Which integration should I use?

  • The Momentum Engine - for Momentum Engine whitelabel accounts. OAuth opens on marketplace.leadconnectorhq.com.

  • LeadConnector - for LeadConnector-branded sub-accounts on the same HighLevel API.

  • HighLevel CRM - for standard GoHighLevel accounts. OAuth opens on marketplace.gohighlevel.com.

  • All three use the same OAuth credentials on the Elevale platform and the same sync engine (highlevel_kpi_sync). Pick the brand that matches where you installed the Elevale app.

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