HighLevel and Aloware Integration

Integrate HighLevel CRM with Aloware for efficient customer relationship management and marketing automation. Admins authenticate and configure settings. Find and access synced contacts in Aloware Talk easily.

In today's fast-paced business world, effective communication and seamless data synchronization between different platforms are crucial for achieving success. When it comes to managing customer relationships and automating marketing tasks, integrating various tools can make a significant difference.

By combining Aloware, with HighLevel, a powerful CRM and marketing automation solution, you can create a robust system that enhances customer interactions and automates your marketing efforts.

In this article, we will provide you with a step-by-step guide on how to integrate HighLevel with Aloware.

Integration Prerequisites

Before diving into the integration process, there are a few prerequisites you need to meet:

  1. Only Admins can enable the Aloware and HighLevel integration.

  2. The Aloware email must match the HighLevel username/email account for the admin to connect HighLevel to Aloware.

  3. Each user (agent) in Aloware and HighLevel should have the same email address to ensure their activities are properly reported in HighLevel.

Authenticating Aloware and HighLevel

Follow these steps to establish a successful integration between Aloware and HighLevel:

Step 1: Access Integrations in Aloware

  1. Login to your Aloware Admin account.

  2. Navigate to the Integrations tab.

Step 2: Configure HighLevel Integration

  1. Go to the HighLevel card, and click the Settings button. This will take you to the HighLevel Integration Settings page.

  2. On this page, click the 'Authenticate' button and click on it. This action will initiate the process of validating your HighLevel account.

  3. After clicking on 'Authenticate,' you will be redirected to the HighLevel authentication page, where you will be asked to choose the specific HighLevel account that you want to integrate with Aloware.

Step 3: Review Integration Settings

  1. Upon selecting your HighLevel account, you will be directed to the HighLevel Integration Settings page. You can review and configure the settings related to the integration:

    1. General - Begin by checking the general integration status to ensure that all settings are correctly configured and the integration is functioning as expected.

      • Integration Status - Displays your connection if Connected or Failed.

      • Synchronization of Contacts - Manage how your contacts are synchronized between Aloware and HighLevel.

        The following data fields are synced between Aloware and HighLevel:

        • Name (First, Last)

        • Phone number

        • Email Address

        • Contact Owner - Contact owners assigned in HighLevel can be synchronized with Aloware if the user also has an Aloware account.

        • City

        • State

        • Country

        • Timezone

        Once the synchronization is completed, you will receive an email notification.

    2. Filters - Set up filters to refine the data that is transferred between the two platforms.

      1. Choose Events to Send - By default, all HighLevel events will be enabled. You can customize the events by filtering specific criteria such as direction, type, and more. If you choose to apply a filter but do not select any options for that filter, no events will be sent.

        1. Type - Specify the type of data you wish to transfer, whether it is related to calls or SMS messages.

        2. Don't create new contacts - Choose whether or not you want to create new contacts in HighLevel through this integration.

        3. Don't update contact information - Choose whether or not you want to prevent any updates to contact information in HighLevel.

Once you have reviewed and configured these settings according to your needs, your Aloware and HighLevel integration is ready to go.

How to Find the Synced Contacts in Aloware Talk

To find contacts in Aloware Talk, follow these simple steps:

  1. Log in to your Aloware Talk account.

  2. On the Aloware Talk dashboard, locate and click on the "Contacts" menu.

  3. Find HighLevel Imports - In the Contacts page, you will see contacts that have been synced from HighLevel to Aloware Integration, tagged as "HighLevel Import."

  4. Click on one of the imported contacts to view its profile.

  5. View Contact Details - Inside the contact's profile, you can see all the associated contact details, such as their name, phone number, email, and any other relevant information.

  6. Check Integration Card: To get a quick look at the main info about the HighLevel integration, just check the "Integration" card marked as "HighLevel." This card will show if the data is syncing correctly. If you find any issues with the contact's info, click the "Sync with HighLevel" button to fix it.

With these steps, you can easily find and access contacts within Aloware Talk, particularly those that have been imported from HighLevel as part of your integration. This streamlined process helps you manage and access important customer information efficiently.