HighLevel Integration Overview

Overview

JustCall integrates with HighLevel to streamline your communication and CRM workflows by syncing data, logging calls and messages, and providing AI-enhanced activity tracking.

Data Synchronization

Contacts are synced between platforms, specifically the phone field. Numbers transfer exactly as they appear in HighLevel -- with country codes if present, without them if absent. Formatting characters like spaces, brackets, and hyphens are removed, though leading zeros are preserved.

Call & SMS Logging

Both calls and SMS messages log against Contacts in HighLevel.

Outbound Call Logic

The system checks Workflow Settings and Connected Numbers first, then:

1. Searches the Contacts section for the number
2. If found -> logs as Task or Note (per settings)
3. If not found:
   • Create New Contact enabled -> creates contact and logs call
   • Create New Contact disabled -> no logging or contact creation

Inbound Call Logic

Follows the same matching process:

1. Matches number against Contacts
2. If matched -> logs per settings
3. If unmatched and Create New Contact enabled -> contact created after call ends, then logged

SMS Logging (Outbound & Inbound)

SMS creates Notes only (Tasks unsupported). The same matching logic applies -- if no match exists and auto-creation is enabled, a contact is created after the message sends.

Automatic Contact Creation

• Calls: Contact created after call completion when enabled
• SMS: Contact created after message transmission when enabled

Dialer Support

HighLevel lacks a native dialer but JustCall provides Click-to-Call (C2C) and Click-to-Text (C2T) icons for direct calling and texting.

AI Logging

JustCall AI logs conversation data approximately 20 minutes post-call, including:

• Transcription links
• Call summaries with action items
• Analysis metrics (moments, scope, interactivity, sentiment)