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CRM & sales

HighLevel Location

Let your agent work HighLevel Location from every call.

Connect HighLevel Location to your AgentCalls agent and it can work your CRM while the caller is on the line. Your agent can look up contacts, check your calendar, and create or update records in HighLevel Location as the conversation goes. You connect HighLevel Location once with your own credentials from its settings, and your agent uses the tools you allow it to use. Calls stay yours, and your records stay in one place.

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What your agent can do with HighLevel Location

  • Look up existing contacts in HighLevel Location by name, phone or email during a call
  • Create new contacts and log notes from the conversation as it happens
  • Check calendars and book, reschedule or confirm appointments
  • Trigger follow-up messages and tasks for your team after the call
  • Pull Facebook lead forms and ad audience data your agent can use when a prospect calls in

HighLevel Location exposes 554 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Booking a new customer

  1. Caller

    Hi, I'd like to book a consultation for next Tuesday afternoon, if you have anything open.

  2. Agent

    Of course. May I have your name and the best phone number to reach you?

  3. Caller

    It's Dana Morales, 415-555-0182.

  4. Agent

    Thanks, Dana. I found an opening at 2:30 on Tuesday. Shall I book that for you?

  5. Caller

    Yes, that works perfectly.

  6. Agent

    You're booked for Tuesday at 2:30. I've added you as a new contact so the team can see your details before the visit.

Checking an existing customer's account

  1. Caller

    Hi, this is Omar Haddad. I want to check whether my last invoice was paid.

  2. Agent

    Hello Omar. Let me look that up for you in your records.

  3. Agent

    I can see your invoice from March 4 for 1,250 dollars. It shows as paid on March 6.

  4. Caller

    Great, thank you. Can you also move my appointment to Thursday?

  5. Agent

    Yes. Thursday at 10:00 is free. I've moved your appointment and sent you a confirmation text.

Following up a lead after a missed call

  1. Agent

    Hi, this is calling from Riverside Dental to follow up on your inquiry about teeth whitening.

  2. Caller

    Oh, yes. I wasn't sure if you had availability this month.

  3. Agent

    We do. The earliest opening is Friday at 11:15. Would that suit you?

  4. Caller

    Friday at 11:15 is fine.

  5. Agent

    Perfect. I've booked it and updated your lead record so the front desk knows to expect you.

How to connect HighLevel Location

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect HighLevel Location

    From Integrations in the dashboard, choose HighLevel Location and enter the connection details from your HighLevel Location account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the HighLevel Location actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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Questions, answered.

Does the agent work with HighLevel Location during the call or after it?

Both. Your agent can look up and update HighLevel Location while the caller is on the line, and it can also log notes, send follow-ups and create tasks once the call ends.

What do I need to connect HighLevel Location?

You need an active HighLevel Location account. Sign in to the AgentCalls dashboard, open Integrations, and connect HighLevel Location using the credentials from your HighLevel Location settings.

Which plan includes this integration?

Integrations are included from the Growth plan. Connecting HighLevel Location does not require a separate subscription.

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Put your agent to work with HighLevel Location.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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