HighLevel CRM integration
You can access HighLevel, also known as the GHL CRM integration, via the STACKED Dashboard → App Connections page
STACKED provides a two-way integration with HighLevel CRM, enabling you to automatically record LinkedIn profiles, new connections, and messages in your CRM, while also triggering LinkedIn actions directly from HighLevel.
CRM Contact Sync and Update Options
After installing and enabling the HighLevel CRM connector, STACKED automatically creates Contact and Company records when you visit LinkedIn profiles (manually or via automation), based on your integration filter settings.
Contact Fields
|
Contact |
General Info |
Additional Info |
|---|---|---|
| Last Name | Business Name | LinkedIn ID |
| Address | LinkedIn Profile URL | |
| Phone | Website | LinkedIn Title |
| Contact Source (Dux-Soup) | Timezone | LinkedIn Degree |
| Contact Type (Lead) |
|
LinkedIn Location |
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LinkedIn Industry |
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|
LinkedIn Summary |
|
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Dux-Soup Tags |
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Dux-Soup Notes |
Company Fields
| Company Name |
| Website |
| Description |
| Address |
You can also enable these options:
Create Notes for inbound LinkedIn messages - transfer LinkedIn messages to your HighLevel CRM as Contact Notes.
Create Notes for new LinkedIn connections - add Contact Notes when a connection request is accepted.
Update Contact after connecting - update the HighLevel Contact once a connection is made on LinkedIn.
STACKED schedules profile visits when you activate 'Update Contact after connecting'. Ensure the Default campaign is enabled on the Drip Campaigns page so the visit action can run and update the Contact in your CRM.
Update Contact name from LinkedIn - change the contact name in HighLevel to the name that is on LinkedIn
Only process enrolled prospects - STACKED will record only profiles that were enrolled in Drip Campaigns.
You can also select one of these filters:
Do not create & update Contacts from profile views
Dux-Soup will not create or update contacts in your CRM when you are visiting profiles on LinkedIn.
Create & update Contacts from connected profiles
Dux-Soup will create or update HighLevel contacts only from your 1st-degree LinkedIn connections.
Create & update Contacts from tagged profiles
Choose which tagged LinkedIn profiles Dux-Soup should send to your CRM as new or updated contacts.
- Use Include tags to specify which tagged profiles should be added or updated in your CRM.
- Use Exclude tags to prevent specific tagged profiles from being processed.
- You can also enable the Any tag option to include or exclude all tagged profiles.
Create & update Contacts from connected + tagged profiles
Choose which of your 1st-degree LinkedIn connections STACKED should add or update in your CRM based on tags.
- Use Include tags to select which tagged connected profiles should be synced.
- Use Exclude tags to skip specific tagged connections.
- You can also enable the Any tag option to include or exclude all tagged 1st-degree connections.
Create & update Contacts from all profile views
STACKED will create or update contacts in your CRM from all profile visits on LinkedIn.
Please note that as long as a LinkedIn prospect matches the filter criteria, they will be recorded or updated in your CRM. This applies to manual visits, visits triggered by drip campaign actions, and auto-visits.
Trigger LinkedIn Actions from HighLevel
You can schedule STACKED activities directly from your HighLevel CRM, including enrolling contacts in a STACKED drip campaign, unenrolling them, qualifying them in or out of the campaign, continuing the campaign once they respond, and sending a direct message. You can also view LinkedIn conversation history and blacklist profiles for future automation from the Dux-Soup Live Contact page.
At the bottom of the panel, an Active Campaign indicator displays the most recent STACKED campaign associated with the profile.
Also, you can perform bulk actions by selecting multiple profiles here:
When scheduling an action, you can choose a different account to perform the action. This option is available both from an individual contact profile page and from the Dux-Soup live when performing bulk actions.
