Connect HighLevel
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Connect HighLevel to have a Ghost watch the LinkedIn posts of the contacts that carry a tag you pick and log each Find on the contact as a note or a task. PitchGhost reads the tagged contacts and writes to those same contacts. It never creates contacts in HighLevel.
Connect HighLevel
Admins and owners connect HighLevel, on an active plan.
- Open Settings then Integrations.
- On the HighLevel card, click Add.
- In HighLevel, choose the location to connect and approve PitchGhost.
Sync a tag to a Ghost
The tag feeds a LinkedIn user monitor Ghost through Smart Sync . The Ghost reads the tagged contacts again each time it scans.
- Create or edit a LinkedIn user monitor Ghost.
- Under Users to monitor, click Smart Sync and choose HighLevel.
- Under Sync tag, pick the tag.
- Under LinkedIn profile URL field, pick the custom field that holds LinkedIn URLs.
- Choose whether to turn on Enrich contacts with found LinkedIn profiles?.
- Under Action on Find, choose a note, a task or Do nothing. For a task, you can pick a user under Assign to (Optional) and set Due Date (days from now).
- Click Link, then save the Ghost.
Contacts need a first name, last name and company, or a value in the LinkedIn field. The dialog shows the sync requirements, including how many contacts sync.
What PitchGhost writes to HighLevel
After each scan, PitchGhost adds a note or a task to the contact for every new Find. With Enrich contacts with found LinkedIn profiles? on, it also saves the LinkedIn profile URL it found to the field you picked. It changes nothing else.
A Find is logged only when the post’s author matches a tagged contact.
Reauthorize or remove HighLevel
When the card shows Update required, open it, click Update Permissions, and approve in HighLevel. You can also click Reauthorize in the same sheet at any time.
To remove HighLevel, click Settings on the card, then Remove integration, then Remove. This removes HighLevel for every Ghost that syncs with it, and it cannot be undone. PitchGhost removes the connection on its side only, so remove the integration in HighLevel as well.
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