Create or update contacts
Upsert a HighLevel contact instead of creating duplicate records, with business contact details and the page the enquiry came from.
Integration · CRM & Automation
HighLevel Dialer Integration for Contacts and Workflows
Connect qualified enquiries and selected call workflows with HighLevel contacts, tags, notes and the automations your sales team already runs.
- Contact upsert, no duplicates
- Tags and notes for context
- HighLevel workflows as next step
How it works
What the HighLevel dialer integration does
The integration keeps HighLevel as the record your team works from, while Dialog handles the calls.
Add qualification context
Attach tags and notes, such as enquiry type, team size, call volume and current dialer, so sales knows the context before follow-up.
Trigger the next workflow
Use HighLevel automation or connected webhooks to send notifications and start follow-up, with the stages and owners you define.
Scope calling connectivity
Where click-to-call or call-event sync is needed, define the fields, users, security and logging before implementation.
Workflow
How a HighLevel workflow runs
A typical flow from enquiry to follow-up. Fields and stages are agreed with your team.
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1
Enquiry or call event
A qualified enquiry arrives, or a call event happens in Dialog.
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2
Contact upserted
The HighLevel contact is created or updated, not duplicated.
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3
Context added
Tags and notes record what the contact needs.
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4
Workflow started
HighLevel automation notifies the owner and starts follow-up.
HighLevel integration questions
What does the HighLevel dialer integration sync?
Contacts (created or updated, without duplicates), tags and notes with qualification context, and, where scoped, call events such as completed calls and dispositions. The exact fields are agreed during implementation.
Can agents click to call from HighLevel?
Click-to-call through API v2.2 can be scoped for HighLevel, including the users, fields, reference IDs and logging it needs. We confirm it with you before implementation.
Who owns the HighLevel workflows?
Your team does. Dialog sends the contact and call data, and the automations, stages and owners stay in your HighLevel account.
Related
More integrations
Other ways to connect Dialog to the systems around the call.
CRM & Automation
Zapier
Send call events into Zapier workflows for your business apps.
See Zapier → Developer ToolsAPI & Webhooks
Build your own workflows with API v2.2 and event webhooks.
See the API → Data & ReportingLooker Studio
Build call center dashboards on your own data.
See Looker Studio →Connect Dialog to HighLevel
Tell us which systems, fields and events you need, and we will scope the workflow with your team.
Scoped with your team · API v2.2 · Webhooks