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 + Go High Level
Go Fig reads your Go High Level contacts, opportunities, and pipelines, builds your brief, and logs updates back after your OK.
What you can do with Go High Level in Go Fig
Go High Level is the CRM a lot of agencies and service businesses already run, and 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 that location's own records. After a call, it drafts the follow-up and the contact or opportunity change, and High Level stays untouched until you approve it in your Feed. Connect one sub-account at a time with a Private Integration Token.
Follow-ups that start from forms and invoices
Go Fig reads the opportunity and the last form or invoice on the account and drafts the follow-up. It waits in your Feed.
Opportunities and contacts kept up to date
After a call, Go Fig drafts the contact and opportunity changes, plus a calendar event for the next meeting, so High Level matches the conversation. Nothing is written until you approve.
Payments and subscriptions in your dashboards
Go Fig reads the invoices, orders, transactions, and subscriptions in that location too. A dashboard or a question to Celeste can show what came in this month and which subscriptions are active, next to the numbers from your other systems.
What Go Fig reads from Go High Level
How to connect Go High Level
Create a Private Integration Token
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.
Paste the token and Location ID
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.
Let the first sync finish
Go Fig reads contacts, opportunities, pipelines, forms, invoices, payments, and users. It brings in past records on the first connection, then keeps them current.
Decide what needs your OK
Go Fig can add or update contacts and opportunities, and create calendar events. Each one waits for your OK in your Feed. Your team can let contact and opportunity updates run on their own, but calendar events always wait because the invite goes to people.
Questions about Go Fig + Go High Level
Will Go Fig change High Level records without asking?
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.
Do I connect the agency or a sub-account?
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.
What if I missed a scope on the token?
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.
Can Go Fig assign a task to the right person in High Level?
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.
How often does High Level data update?
Once a day by default, at a time your team sets. Larger plans can update it every hour or every 15 minutes.
Ready to connect Go High Level?
A solutions engineer connects it with you on the call. Then you see Go Fig work on your own data.