GoHighLevel
Connect GoHighLevel with your own marketplace app so an agent can create contacts and notes in a sub-account.
What you will achieve
An agent will be able to create contacts and add notes in a GoHighLevel sub-account.
Overview and use cases
- Save callers as GoHighLevel contacts.
- Add a note to a contact.
- Read a contact's history.
Note. GoHighLevel has no ticket object, so tickets are unavailable. Agency-level tokens cannot reach contacts; connect with the sub-account (location) that holds them.
Prerequisites
- A GoHighLevel account with a sub-account, and a marketplace app (OAuth) created in the GoHighLevel developer area.
External account setup (in GoHighLevel)
GoHighLevel controls these screens. Their guide: OAuth 2.0.
- Create a marketplace app with the redirect URL shown in Phynxa's Connect dialog.
- Allow the scopes below and copy the Client ID and Client secret.
Connect it in Phynxa
- Integrations, Connect on GoHighLevel.
- Paste the Client ID and Client secret.
- Continue to GoHighLevel, pick the sub-account and approve. The card shows Connected.
Permissions and settings
Scopes: contacts.readonly, contacts.write, opportunities.readonly, opportunities.write, locations.readonly. Every request carries the required Version: 2021-07-28 header; the API host is services.leadconnectorhq.com.
Use it in a call
| Action | What it does | Runs |
|---|---|---|
| Create lead | Creates a contact from name, email, phone and company. | In the background |
| Add note | Adds a note to a contact (give it the contact id). | In the background |
| Fetch customer history | Reads what the sub-account holds about a contact. | Waits |
| Update contact | Changes a contact's name, email, phone or company; only what you give is changed. Needs the contact's id from a history lookup. | In the background |
| Create task | Creates a follow-up task for your team on a contact. Needs the contact's id from a history lookup and a subject; body and due_date (like 2026-11-02) are optional, and the task is due tomorrow when no date is given. | In the background |
Test it
Test connection, then ask an agent in Chat to save a contact and check the sub-account.
Expected result
The contact appears in GoHighLevel and the card counts a success.
Troubleshooting
- "This connection has no location. Reconnect and choose a sub-account." You approved at agency level, which cannot reach contacts. Reconnect and choose a sub-account.
- Redirect mismatch. The URL in the app must match Phynxa's exactly.
- 401 later. Reconnect; tokens can be revoked in GoHighLevel.
Security and credentials
Client secret stored encrypted. Remove forgets the connection; uninstall the app in GoHighLevel to revoke access.
Related guides
Something here does not match what you see in the dashboard? Let us know.
