Connect HighLevel to Ignis
Tag someone in your Ignis inbox and the same tag lands on their contact in HighLevel. Take the tag off in Ignis and it comes off in HighLevel too.
Before you start
An Ignis Growth or Agency plan. Connecting a CRM is included on both.
Owner or admin access to your Ignis workspace.
A HighLevel agency or sub-account login that can install marketplace apps.
01Connect
Connect in under a minute
- 01
In Ignis, open Clients and choose the client whose contacts belong in this CRM.
- 02
Open the CRM tab, press Connect a CRM and choose HighLevel.
- 03
A HighLevel window opens. Sign in. If you sign in at agency level, choose the one sub-account that belongs to this client.
- 04
The window closes by itself and the CRM tab shows HighLevel as connected.
You connect by signing in with HighLevel itself, so your HighLevel password never reaches Ignis.
Starting from the HighLevel Marketplace instead? Install Ignis there, sign in to Ignis when asked, and choose which client the sub-account belongs to. You land in the same CRM tab.
02Use it
Tag someone, and HighLevel follows
Add a tag to someone in your Ignis inbox, from Instagram, Messenger or WhatsApp. Ignis looks for them in HighLevel by their phone number or email address, and only an exact match counts. A WhatsApp contact brings their number with them, and you can add a phone number or email to anyone from their panel in the inbox. Both kinds of matching start switched on, and you can turn either one off in the CRM tab.
One match. Ignis links the two and uses that record from then on.
More than one. Ignis waits rather than guess, and asks you to pick the right record under Needs your decision in the CRM tab.
None. Ignis creates a HighLevel contact only when it has the person’s phone number or email address. For someone who messaged you on Instagram or Facebook, add either one in the inbox first.
Taking a tag off someone HighLevel has never seen changes nothing there. Every sync is listed in the CRM tab with what happened, so you can always see where a person went.
Changes travel one way, from Ignis to HighLevel. Edits your team makes inside HighLevel stay there and change nothing in Ignis.
03Your data
What Ignis writes, and what it reads
| Field in HighLevel | What goes in it |
|---|---|
| Name | Their name from your inbox, on contacts Ignis creates. |
| Phone | Their WhatsApp number, or the number your team added in the inbox. |
| The email your team added in the inbox. | |
| Tags | The tag you added in Ignis. Remove it in Ignis and it is removed here as well. |
When Ignis links to a contact that was already in the sub-account, it adds and removes tags on it and leaves everything else as your team entered it.
Ignis reads HighLevel only to find the right person by phone number or email address. It does not copy your contact list into Ignis. It keeps the link between each person and their record, and the list of syncs you see in the CRM tab. The privacy policy covers the rest.
The access Ignis asks for
- View and edit contacts
- To find the right person, create them when needed, and add or remove their tags.
- View and manage app installs
- To see which sub-accounts the install covers, and to connect the one you chose.
04Disconnect
Disconnect whenever you like
In Ignis, open the client, go to the CRM tab and press Disconnect. Syncing stops at once and Ignis gives up its access to HighLevel.
Uninstall Ignis from the sub-account in HighLevel and Ignis disconnects it straight away. Nothing else to do in Ignis.
Contacts and tags Ignis added stay in HighLevel.
05Help
Stuck? A person answers.
Email support@ignisapp.co or message us on WhatsApp at +971 55 540 9172. We aim to reply within one business day.
Your inbox and your CRM, in step.
Growth is AED 49 a month for one brand. Agency starts at AED 49 and adds client workspaces at AED 29 each.
No card required. Basic stays free.