CRM integration
Connect StefanBrain to HighLevel
Work in your HighLevel sub-account from a StefanBrain chat. Find and update contacts, read conversations, move deals, and draft blog and social posts.
What connecting HighLevel unlocks
Contacts you can act on
Look up a contact or a list of contacts, create or update records, add or remove tags, and read each contact's tasks.
Conversation history in context
Search conversations by contact, status, channel, or date, then read the messages before you plan a follow-up.
Pipeline answers and updates
Search opportunities, read your pipelines and stages, and update a deal's stage, status, or value when you are ready.
Calendar and appointment notes
Pull calendar events for a user, group, or calendar, and read the notes on an appointment.
Blog, social, and email drafts
Create and update blog posts, schedule social planner posts, check social stats, and create email templates.
Tools your chats can call
A sample of the HighLevel tools StefanBrain can use once connected. Reads and writes are classified separately, and you control both.
Get Contacts
List contacts with search by name or email and pagination.
Upsert Contact
Create a contact, or update it when HighLevel finds a duplicate.
Search Conversation
Filter conversations by contact, assignee, status, message type, and date.
Send A New Message
Send a message to a contact by SMS, email, WhatsApp, and other channels.
Search Opportunity
Find opportunities by pipeline, stage, contact, and other criteria.
Get Calendar Events
Read events and appointments in a time range.
Create Blog Post
Write a new post for one of your HighLevel blog sites.
Get Social Media Statistics
Compare the last 7 days of social account metrics with the 7 days before.
How to connect
1Open Connectors and choose HighLevel
In StefanBrain, open Connectors, find HighLevel, and click Connect.
2Sign in to HighLevel
HighLevel opens its sign-in page. Sign in with the HighLevel login you use every day.
3Pick a sub-account
Choose the sub-account (location) this connection works in. Each connection stays in that one sub-account.
4Approve the scopes
HighLevel lists what StefanBrain is asking for. Review the scopes and approve them to finish connecting.
5Ask your first question
Try asking for the contacts added this week, or the open opportunities in your main pipeline.
Good to know
- Each connection works in one sub-account. To add another, connect again and pick that sub-account.
- Messages go out for real over SMS, email, WhatsApp, and other channels. StefanBrain asks you before each send.
- Invoices, subscriptions, custom values, custom field changes, forms, email campaigns, funnels, workflows, products, and media live in the HighLevel API connector.
Your credentials stay yours
- We never store your passwords
- Encrypted at rest and in transit
- Disconnect anytime
Frequently asked questions
What can StefanBrain do in HighLevel?
It works with contacts, tags, and tasks, conversations and messages, opportunities and pipelines, calendar events, blog and social planner posts, and email templates. It also reads orders, transactions, and custom fields.
How does authentication work?
HighLevel uses OAuth. Click Connect, sign in on HighLevel's page, pick a sub-account, and approve the scopes. There is no token to copy.
Can StefanBrain message my contacts?
Yes, through Send A New Message. Each message goes out for real, so StefanBrain asks you first unless you change that tool's setting.
How is this different from the HighLevel API connector?
This connector signs in with HighLevel for everyday CRM work. The API connector uses a Private Integration Token to reach the rest of HighLevel's REST API.
Can I disconnect later?
Yes. One click in Connectors removes the connection and its stored access from StefanBrain. You can connect again at any time.
More integrations
Put your HighLevel data to work
Connect once and every StefanBrain surface can use it: chat, creative, copy review, and analysis.
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