Table of contents:
Creating a Plecto Dashboard for HighLevel
What is HighLevel?
One of the most popular CRMs to recently hit the market, HighLevel (formerly GoHighLevel) is an all-in-one platform that has a huge range of functions—campaign automation, website building, multichannel communication, and more. HighLevel is geared especially towards SMEs (small- and medium-sized enterprises). Because its capabilities are intended more for communication rather than data analysis, it doesn’t offer dashboarding features.
This is exactly where Plecto steps in. With its HighLevel integration, Plecto can take your valuable HighLevel data and convert it to a screen display, giving your whole team the benefit of HighLevel data access.
In this article, we’ll explore the Plecto x HighLevel integration: how to use it, the benefits it offers, and how Plecto dashboards can enhance your understanding of your HighLevel data. Let’s get started!
TV Dashboard Benefits for HighLevel Users
We can point to a wide range of TV dashboard uses and benefits, but here’s just a few especially relevant for HighLevel users.
Real-time visualization and performance tracking
With Plecto’s real-time or dynamic dashboards, HighLevel users can see regularly-updated essential data at a glance. This allows decisions to be made quickly and efficiently, and rising problems to be nipped in the bud. Furthermore, because the data is transferred directly from HighLevel to the dashboard, there’s no room for error that would come from a multi-step analysis.
Increased transparency, collaboration, and engagement
Publicly displaying data is one of the best ways to foster teamwork and cross-department collaboration. Using dashboards not only allows employees to see data, but to actually engage with it. When everyone can see their own live data (and others’ too), it encourages a culture of personal accountability—and personal success.
Customizable dashboards and insights
Finally, it’s easy to customize your dashboards so you can obtain the data you want and need–rather than sorting through a huge amount of information, not all of which will be relevant. Using your best and most relevant data, you can obtain insights about your marketing campaigns, customer retention strategies, and all the other features HighLevel lets you evaluate.
How to Integrate Your HighLevel Data with Plecto
Getting your HighLevel data into Plecto is easier done than said! Follow the steps below, and you’ll have your HighLevel data on full display in Plecto in no time. For more information on the Plecto x HighLevel integration, check out the integration guide here.
- On the right-hand side of your Plecto homepage, go to Data sources → New data source → HighLevel.
- Enter the Location ID from your High Level organization. To find the Location ID in your HighLevel account, navigate to the Location view → Settings → Business Profile. Your Location ID is in the General Information section.
- Click Next.
- Log into your HighLevel account and allow Plecto to read your data.
- Select the data you want to import.
- Configure your data source settings, such as changing the title, choosing the default date, and selecting the fields you want to import.
- Click Next to choose the amount of data you want to import and how long you want to keep it in the data source.
- Click Import to finish.
And that’s it!
Why Plecto?
If you’ve made it this far, you’re probably wondering—why Plecto? What about this platform in particular is so great, and why is it an ideal choice for HighLevel users ahead of other platforms?
There’s not one answer to this question—there’s many.
Seamless integrations
One of Plecto’s biggest advantages is how it’s designed to integrate smoothly with over 100 platforms—and HighLevel is just the latest. Plecto’s integrations include the most widely-used CRM, sales, and marketing systems, giving you the perfect opportunity to use the HighLevel integration alongside any others of your choice.
Fantastic UI
Plecto consistently gets high marks for its user interface and ease of use in setting up dashboards. With aesthetically pleasing visuals and a “no coding required” format, Plecto dashboards allow everyone—from data novices to data experts—to easily create appealing and informative visualizations.
Motivational features
Gamification is the other facet of Plecto that allows users to boost motivation and performance through the power of competition. Few other platforms offer the same unique combination of data visualization and gamification as Plecto—and we’ll have another blogpost about Plecto’s gamification features in the HighLevel context coming soon!
Comprehensive support
Between the direct support offered to customers, as well as video tutorials and documents, Plecto provides a wealth of information and resources to ensure customers get the most out of the product—and hit their goals.
Scalability
Plecto is perfect for a growing business of any size. With the different plans Plecto offers—and the options within these plans to add more licenses as needed—Plecto provides perfect options for companies in their scaleup process.
Sales and marketing focus
Finally, like HighLevel, Plecto has a sales focus (alongside customer service). So integrating with HighLevel makes perfect sense for an ambitious sales team that wants unfettered access to sales data and associated analytic tools.
Bring Out the Best of HighLevel with Plecto
While HighLevel is both a popular—and powerful—platform, the biggest thing it lacks is a dashboard feature. However, Plecto easily fills in this gap, thanks to our seamless HighLevel integration.
With this dashboard integration comes a whole host of benefits: faster and easier data access, the ability to monitor and report on the latest data trends, and the potential for your teams to engage in closer and more collaborative work.
If you want the ability to see your HighLevel data live and create a culture of teamwork and collaboration based on it, you can’t go wrong with Plecto. Sound interesting? Then sign up for a free demo, and discover what the Plecto x HighLevel integration can do for you!
JAMES NIILER
Content Specialist
An in-house content writer and specialist at Plecto, James brings an academic touch and journalistic flair to his marketing copy. Having worked and studied on both sides of the Atlantic, James is a great believer in the importance of communicating across cultures and industries. Catch his work here on the Plecto blog, or as a guest contributor on other B2B websites.
