Connect HighLevel
- Open Settings > Integrations > HighLevel in StoreInspect.
- Select Connect account and choose exactly one HighLevel business account. Leave all-account and future-account installation disabled.
- Review and approve the requested access.
- Return to StoreInspect and check that the account shows Connected.
Send selected records
- Select stores and open Export.
- Choose HighLevel and the destination account.
- Choose the contact roles and number of contacts per store.
- Select Send revealed or Reveal & send.
Company matching
StoreInspect verifies saved company links and source IDs, then matches exact website domains. It does not match companies by similar names. Ambiguous matches and changed domains are reported for review. New companies include a marked StoreInspect data section with store ID, domain, store link, category, country, technologies and available estimates. Repeat sends update that section. Existing description text is preserved when the StoreInspect section is added. CRM company names, websites and addresses are preserved. New contacts are attached to the selected company before their email and phone are added. This prevents HighLevel’s email-domain automation from creating a second company. Existing contacts keep their current company association. A conflicting association is reported for review.Contact fields
StoreInspect creates these contact fields:- StoreInspect contact ID, title, LinkedIn and last synced
- StoreInspect store ID and domain
- StoreInspect theme, apps, pixels and traffic tier
- StoreInspect import state, used to recover interrupted imports