HighLevel

The HighLevel integration links your phone system to your HighLevel sub account. When a call happens, VoxaLink looks the number up in HighLevel, finds the matching contact, and logs the call against it. Logged calls are written as a custom object called Calls, so each one appears under the Calls menu and on the contact's Associations. This is a logging integration rather than a live screen pop. VoxaLink can also create a contact for numbers HighLevel doesn't already have.

Number formatting is the thing that trips people up, so read Before you connect first.

Before you connect

• A HighLevel account you can sign in to and authorise when prompted, with at least one sub account — the integration is tested against sub accounts only.
• Phone numbers in HighLevel must be stored in the same format VoxaLink uses. Matching is exact, with no normalisation — if the formats differ, the lookup finds nothing and nothing is logged. Check how a number appears in Call Analytics (Call Analytics) and store contacts in HighLevel the same way (VoxaLink presents numbers in full international form, e.g. +61…).

Connect HighLevel in VoxaLink

1. Open Admin → CRM Integrations and find HighLevel under CRM.
2. Click Configure. In the dialog:
   • Apply to — All accounts (tenant-wide), or a single permission group.
   • Authentication type — whitelabel or standard, to suit your HighLevel setup.
   • Get OAuth Token — sign in to HighLevel, select the sub account to use, and approve the requested permissions. There's no key to type by hand.
3. Click Save.

What happens on a call

• Matching — VoxaLink matches the number to a HighLevel contact and logs the call to it as a Calls record, visible under the Calls menu and on the contact's Associations.
• Unknown numbers — if enabled, an incoming call from an unrecognised number creates a HighLevel contact, tagged so call-created records are easy to find.

Limitations

• The integration is tested with sub accounts only.
• Very short calls may not be recorded.
• Internal extension-to-extension calls aren't synced.
• OAuth tokens can expire over time, after which logging stops until you reconnect.

Troubleshooting

• Nothing logs against a contact — almost always a number-format mismatch; compare Call Analytics (Call Analytics) with how the number is stored in HighLevel.
• A known short call is missing — very short calls may not record; this is expected.
• Logging stopped altogether — the OAuth token may have expired; re-run Get OAuth Token.