You ask your numbers questions all day. This is where you ask us.

HighLevel: connecting, and the one reconnect quirk

HighLevel connects from its own marketplace: Settings → Connections → Connect HighLevel sends you there, you pick the location, approve, and you land back here connected. Contacts, pipelines, and won revenue from that location join the same report Keap accounts get, and web attribution written by our tracking lands on the HighLevel contact itself.

The one quirk worth knowing in advance

If you ever disconnect and want to reconnect, uninstall MyVitalAssistant inside HighLevel first (Settings, Integrations in your location). HighLevel will not run the connect flow again while the app is still installed there; it dead ends instead of asking you to approve again. Uninstall, then connect from our side, and it works. We say this on the disconnect button too, but nobody reads confirmation dialogs, including us.

What revenue means on HighLevel

HighLevel accounts count revenue from the pipeline: a deal moved to won is the money event, valued at the deal's amount. That is the honest reading of how HighLevel models a sale. If your deals carry no values, your revenue will read low and the fix is discipline in the pipeline, not settings in here.

Forms, and which ones we can hear

Our WordPress plugin captures submissions from WordPress form plugins, Contact Form 7, WPForms, Gravity, Fluent, Ninja, Formidable, Elementor, on any site it is installed on, HighLevel accounts included. A HighLevel form EMBEDDED on your site is different: it submits from inside its own frame straight to HighLevel, never touching WordPress, so no WordPress plugin can see it, ours or anyone's. Those leads still reach your HighLevel; their web attribution comes from HighLevel's own tracking or from our Tracking Forms instead.

More in Getting set up

Getting startedFrom zero to your first dashboard. It is faster than your last CRM migration, promise.The Launchpad: what is left to set up, and what each one is costing youYour setup checklist, in the order that makes your numbers true soonest.Your first month: why the numbers look strangeHigh unattributed revenue and an odd ROAS in week one are the honest answer, not a bug.HighLevel: making a WooCommerce sale start your automationYour store sale becomes a paid invoice in HighLevel. This is the workflow that turns it into marketing.The ten tracking fields, and your say over themWhat we add to your CRM, why, and how to keep the connection read only if you would rather.Everything the WordPress plugin doesIt is not just the tracking snippet with extra steps. Here is the whole list.How your connections fit togetherWhat can send what, where it lands, and why some choices are not offered.Moving between Keap and HighLevelIn either direction, without your contacts arriving unmailable or your history arriving twice.Making your tracking survive SafariSafari forgets your visitors after 7 days. Here is how to make it stop.Your team: who sees whatInvite people, decide what each of them can see, and park the ones who leave.Signing in: magic links and Face IDNo passwords to forget. Yes, on purpose.

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