Hot leads from your CRM, straight into your PSA.
Neo reads and updates HighLevel contacts, businesses and opportunities, and sends marked leads to your PSA.
What Neo does with HighLevel.
Contacts and businesses
Neo finds, creates and updates contacts, their custom fields and businesses.
Opportunities
Neo reads opportunities and moves them through your pipeline stages.
Notes and tasks
Neo logs a note or a task on a contact.
Concrete work Neo handles in HighLevel.
Hot leads to the PSA
Neo creates each lead you mark in HighLevel as a PSA company and contact.
Your field, your rule
You choose the HighLevel custom field and value that mark a lead as ready.
Synced once
Neo writes the PSA ids back to a second field, so a lead is never copied twice.
Set it up with Neo.
Connect HighLevel
Enter the credentials the HighLevel card on Neo's Integrations page asks for. The setup guide shows where to find each one.
Start from a use case
Open the HighLevel card's "What Neo can do" tab and press Set up with Neo on the job you want.
Build it with Neo Support
Neo Support picks the tools and the HighLevel access the job needs, and builds the agent with you.
Questions about the HighLevel integration.
What does Neo need to connect to HighLevel?+
The credentials the HighLevel card on Neo's Integrations page asks for, from your HighLevel account. The setup guide shows where to find each one.
How do I set up one of these use cases?+
Connect HighLevel, open its "What Neo can do" tab in the Neo dashboard and press Set up with Neo on the use case. Neo Support builds the agent with you.