Integrations · Business tools
Plenty of agencies give every client a GoHighLevel sub-account and run delivery, reporting and client access in Agency Pilot. Connect your GoHighLevel credentials and client texts and calls land in the right conversation, while the Agency Pilot tracking script tags every GHL form lead with the click, keyword and campaign that produced it.
Inbound texts and calls arrive through a signed webhook and are matched to the client by phone number, so they show up in that client's conversation thread next to email and portal tickets. Replies you send from Agency Pilot go out through your GoHighLevel number.
LeadConnector forms load in an iframe, which normally strips the ad click and UTM parameters from the lead. The Agency Pilot tracking script passes them into the form, so the lead that lands in GoHighLevel — and in Agency Pilot — carries the gclid or fbclid, the campaign, the keyword and the landing page.
GoHighLevel is excellent at funnels, email campaigns and SaaS-mode resale. Agency Pilot is built for the agency's side: getting access to every client account, Mission Control across all clients, geo grid rank tracking and SEO audits, revenue attribution, click-fraud protection and branded reporting. Many agencies run both.
Settings → Integrations → GoHighLevel → Disconnect. Stored credentials are deleted.
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The GoHighLevel integration for agencies is most useful when the delivery team knows which system owns each part of the work. GoHighLevel can remain the place your agency runs funnels and campaign sending, while Agency Pilot organizes delivery, access, reporting and the client relationship. Start by mapping that existing workflow. List where a lead is created, where someone follows it up, where client messages are answered and where a sold job is recorded. This gives the team a practical operating agreement before another connection is added.
The connection described here supports two-way SMS and calls through your GoHighLevel numbers, with inbound activity matched to clients by phone number. The tracking script also supports attribution on GoHighLevel and LeadConnector forms. Those are distinct uses of the integration. A successful message test does not verify form attribution, and a successful form submission does not establish that inbound calls are reaching the correct client conversation. Give each workflow its own acceptance check and named owner.
Phone-based matching makes the quality of client contact information important. Confirm the expected client phone number and the GoHighLevel number your team will use. Look for ambiguous records, shared contact numbers or an outdated number that would make a test hard to interpret. Do not assume that a familiar display name proves the message is attached to the correct client. Open the intended client conversation and use a controlled, agreed test to observe the actual result.
For an illustrative example, a PPC agency might use a GoHighLevel sub-account for a home-service client’s funnel while keeping the client’s delivery conversations in Agency Pilot. The account manager should know which number the client will receive messages from and where to look for a reply. If another teammate covers the account, they should be able to find that same thread and understand the context. Agree the response responsibility internally; connecting a number does not assign an account manager or promise a response time.
An embedded form introduces an extra handoff between the landing page and the lead record. The documented tracking flow passes information such as click IDs, UTMs, campaign and keyword into LeadConnector forms. Test the actual form embedded on the actual client page. Check that the appropriate client tracking script is present, make an authorized test submission and inspect the resulting record. Use clearly labeled test information so the team can distinguish the check from a genuine prospect.
Keep the expected source information with the test note. A visit with no campaign parameters should not be expected to produce the same attribution fields as a tagged campaign visit. Likewise, a missing advertising click ID should be investigated as a specific collection or handoff question rather than explained away as “no tracking.” Record the landing page, form, test time and expected fields. This makes a repeated check meaningful and helps separate a website installation problem from a lead-transfer problem.
If the agency also sends GHL leads to Agency Pilot through an inbound webhook and automation, verify that route explicitly. Identify the intended trigger, destination and record fields before turning it into everyday workflow. The presence of a messaging connection alone is not evidence that a lead-creation automation has been configured. Agree how the team will recognize a successfully transferred lead and investigate duplicates or missing fields without changing unrelated account connections.
Attribution is more useful when the team records what happened after an enquiry. Agree who updates the lead status, how a qualified lead is recognized and who records a sold job. A campaign may produce a form submission without producing a sale, and the distinction matters when discussing return on advertising spend. Keep the terminology consistent across the funnel operator, the account manager and the client so reports do not silently mix leads, appointments and revenue.
The product describes sold jobs rolling into client ROAS and lifetime value. That makes operational data quality part of the reporting process. Establish what should count as a sale, where the amount comes from and who corrects an erroneous record. These are agency and client workflow decisions, not outcomes guaranteed by connecting GoHighLevel. Review a small known example before relying on a new reporting process in a client meeting, and explain which source supports each number.
When a message or lead does not appear where expected, identify the boundary first. Is the message absent from the provider, present at the provider but missing from the client conversation, or visible in the wrong context? Is the form submission missing entirely, or does it exist with incomplete source information? Preserve the time and relevant non-secret identifiers so someone can compare both sides. Do not include stored credentials, authentication tokens or private contact details unnecessarily in ordinary support messages.
Test one change at a time and repeat the same controlled check afterward. Changing credentials, tracking scripts and form automation together makes it difficult to learn which component caused the problem. If the current workflow is serving live clients, agree how messages will be monitored while troubleshooting. Agency Pilot documents signed inbound webhooks and encrypted stored credentials; those safeguards do not replace correct account mapping, a valid destination or a clear operational owner for investigating an unexpected result.
Before disconnecting GoHighLevel, list the client conversations, sending numbers and lead-transfer processes that depend on the arrangement. Agree where new messages will be monitored and which team member will check the replacement workflow. The documented disconnect removes the stored integration credentials. It should not be described as closing the GoHighLevel account, migrating all existing records or cleaning up every separate automation that the agency may have created.
For a staff handover, keep the operating map rather than handing over a secret. Record the responsible account, the client-number mapping, the tested form route and the agreed place for updating business outcomes. Review provider permissions separately when personnel change. The goal is continuity for the client: a new account manager should know where a reply will arrive, where a lead originates and what remains to be checked without rebuilding the setup from old chat messages.
The documented connection supports two-way SMS and calls through GoHighLevel numbers, matching inbound activity to client conversations by phone. Separately, the Agency Pilot tracking script supplies attribution information to GHL or LeadConnector forms. Treat messaging and form attribution as separate workflows when testing. List which ones your agency intends to use and verify each against a known client and test event before relying on it for daily delivery.
No replacement or migration is implied by connecting the integration. The existing product guidance describes agencies keeping GoHighLevel for funnels and campaign sending while using Agency Pilot for delivery, client access and reporting. Decide where the team will create and manage each type of work. A clearly documented division of responsibility prevents two teammates from making competing changes or assuming that an action in one product automatically updates every related workflow in the other.
The product also supports an agency’s own Twilio account. Choose based on the infrastructure and numbers your agency actually operates, then document the selected route for each relevant workflow. Avoid connecting another provider simply to solve an unexplained mapping problem. First establish which system is expected to send and receive the message and verify that route with a controlled test and the correct client contact information.
Identify the authorized agency account, the relevant GoHighLevel arrangement, the sending numbers and the person responsible for the integration. Use the designated settings flow rather than putting credentials in a client onboarding answer or ordinary project note. The source states that credentials are stored encrypted. Keep your operating documentation focused on account identities, responsibilities and verification results so teammates can understand the setup without copying secrets between systems.
Use a recipient who has agreed to the test and a message that is clearly identified as a setup check. Confirm the expected sending number and client conversation, send the test through the intended workflow and inspect the result on both sides. Record the time and outcome. A successful send is one check; also verify an inbound reply so the team knows where the ongoing conversation will appear.
Start with the phone-number matching described for the integration. Compare the sender’s number with the intended client record and look for outdated or ambiguous contact data. Preserve a non-secret example with a timestamp before editing records. Do not assume the integration credentials are at fault merely because the provider delivered a message to an unexpected client context; account delivery and client matching are different stages.
The documented tracking script passes attribution information into the embedded form, addressing the handoff from the landing page into the iframe. Validate the exact form and page your client uses. A test should specify the expected campaign parameters and examine the resulting lead. This is more informative than checking only whether the visible form submits, because a successful submission can still lack the source fields your reporting workflow expects.
Do not assume that from the messaging connection. The source describes sending GHL form leads through an inbound webhook and an automation as an available workflow. Check whether that workflow has actually been configured, which event triggers it and what information reaches the destination. A team handover should name the intended lead route and its verification result rather than using “connected” as a substitute for testing the transfer.
Check the visit and test conditions before assuming a fault. The expected fields depend on the information available in the visit and passed through the form workflow. Compare the original landing-page context with the resulting lead, then identify the missing handoff. A lead from an untagged visit should not be judged by the same expectations as a controlled visit containing the campaign information your test is designed to capture.
A form submission establishes an enquiry, not a completed sale. Agree how the client records qualified opportunities and sold jobs before using revenue-based measures. The product can use recorded sold work in reporting, but the quality of that conclusion depends on the records supplied. Make the distinction visible in client conversations so an increase in form volume is not automatically presented as an increase in business revenue.
Agree who monitors the client thread, who replies and how the backup person identifies an unresolved request. The integration brings activity into the conversation; it does not determine the agency’s service commitments. Keep the handover context with the work, including any promised follow-up. Before staff changes, verify the incoming teammate understands the sending route and can locate the intended client without relying on another person’s credentials.
Record whether the issue concerns outbound delivery, inbound receipt, client matching, form attribution or lead creation. Add the time, intended account and a redacted example of expected versus observed behavior. Keep credentials and tokens out of ordinary support notes. A focused diagnostic record allows the responsible person to investigate one handoff rather than repeating the whole setup or changing unrelated working connections.
The documented action deletes the stored integration credentials in Agency Pilot. It should not be treated as cancellation of the separate GoHighLevel service or deletion of everything configured there. Before disconnecting, review dependent message routes and any separate lead automations. Establish where the team will monitor new activity afterward, then verify the replacement arrangement so client replies are not left without an operational owner.
Yes, when the change affects the form, its embedding or the tracking installation, repeat the relevant controlled check. Record the page version or change being verified and inspect the resulting lead fields. A previously successful test establishes what worked at that time, not what every later page revision will do. Include tracking validation in the page handover so content or design work does not silently break the expected source-data route.
Map one representative client workflow before expanding. Identify its numbers, forms, lead destination and reporting expectations, then verify the specific supported connections. Keep a list of unrelated GHL processes so they are not accidentally treated as part of this integration. Once the team can explain and reproduce the first workflow, apply the same deliberate checks to other clients rather than assuming their account structures and automations are identical.
