Connecting High Level CRM with TwinsAI Applications
1. Log into Accounts
Ensure you are logged into both your High Level account and Twins AI application.
Use the same browser (Google Chrome, Mozilla, Safari, etc.).
2. Access Settings
In Twins AI, go to the top right corner and click on your profile.
Select 'Settings' from the dropdown menu.
3. Navigate to Integration
In the Settings menu, find and click on 'Integration'.
Look for 'High Level' as the third option.
4. Connect High Level
Click on the button to 'Connect High Level'.
You will be prompted to log into your High Level account.
5. Complete Login Process
After logging in, proceed by clicking 'Next'.
Select the sub-account you wish to connect.
6. Confirm Connection
To verify the connection, return to your profile, go to 'Settings', and then 'Integration'.
You should see a 'Disconnect' button next to High Level, indicating a successful connection.
7. Sync Contacts
Navigate to either 'Contacts' or 'Auto Dialer' in Twins AI.
Click on 'Sync Contacts'.
8. View High Level Contacts
Go to the 'Contact List'.
You will see your High Level contact list.
Choose the desired list and click 'Get List' to view your contacts.
Link to Loom
https://www.loom.com/share/bc33dd1ed7394455b16618675886ec0d