7 easy steps

HighLevel Agency

Follow the steps below to setup the GHL integration for your clients.

Agency Dashboard

You only need to do this once. This is where you will manage all of your clients and get the code snippet that is added to the GHL Agency section to add the "IDX" button.

Agency Dashboard Signup

Learn More about the Agency Dashboard

Add clients to dashboard

Whenever you have a new IDX client, add them to the dashboard. This will help you track the client's leads, and manage their account.

Agency extra features

Once you have signed up for the Agency Dashboard, you will be able to get the code snippet that is added to the GHL Agency section to add the "IDX" button. You only need to do this once.

Agency extra features Tutorial

Setup LeadConnector dashboard

For each of your clients, you will need to setup the LeadConnector dashboard. This setup will create Custom Fields and Values in their GHL sub-account, and add a webhook on their IDX pages to allow them to track their leads' activity.

LeadConnector Dashboard tutorial

Setup workflows

You can setup workflows for your clients to automate the process of sending their GHL contacts to IDX Broker, receive notifications when a lead has saved a search, and more. We have a few pre-built workflows that you can use, or you can create your own with the custom fields that we created in the previous step.

Workflow List

More Tools related to HighLevel

We have a few more tools that work with HighLevel, such as the Single Property Websites or the Open Houses app.

Check out the HighLevel Tools

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