A brief built from the sub-account
Start the day knowing which opportunities moved, which went quiet, and which contacts need a next step, pulled from that High Level location.
Go Fig reads your Go High Level contacts, opportunities, and pipelines, builds your brief, and logs updates back after your OK.
Go High Level is the CRM a lot of agencies already run. Keeping it current is still the admin tax. Go Fig reads contacts, opportunities, pipelines, forms, invoices, and payments for the sub-account you connect, so your brief starts from what is actually in High Level. After a call, it drafts the follow-up and the record update. Nothing lands in High Level until you approve it in your Feed. Connect one sub-account at a time with a Private Integration Token.
Start the day knowing which opportunities moved, which went quiet, and which contacts need a next step, pulled from that High Level location.
Go Fig reads the opportunity and the last form or invoice on the account and drafts the follow-up. It waits in your Feed.
Notes, contacts, and opportunity fields get updated after your calls, so you stop retyping what you already said out loud.
In Go High Level, open the sub-account (not the agency), go to Settings, then Private Integrations, and create a token. Grant every scope the Go Fig form lists. Scopes cannot be edited later, so a missed one means a new token.
Connect Go High Level in Go Fig and paste the token plus the Location ID of that sub-account. Each location is its own connection.
Go Fig reads contacts, opportunities, pipelines, forms, invoices, payments, and users. It brings in past records on the first connection, then keeps them current.
Go Fig can add or update contacts and opportunities, and create calendar events. Each one waits for your OK in your Feed unless your team chooses to let that action run on its own.
No. Anything Go Fig writes to High Level waits for your OK in your Feed first. Your team can choose to let a specific action run on its own once you trust it.
A sub-account. Create the Private Integration Token inside the location you want to sync, then paste that location's ID. Repeat for each location you want in Go Fig.
High Level fixes a token's scopes when it is created. Create a new token with every scope the form lists and paste that one instead. You cannot add a scope to an existing token.
Yes, if the token includes the Users read scope. Without it, a task can still be created and it will sit in nobody's queue.
Once a day by default, at a time your team sets. Larger plans can update it every hour or every 15 minutes.
A solutions engineer connects it with you on the call. Then you see Go Fig work on your own data.