CRM integration

Connect StefanBrain to HighLevel API

Connect a HighLevel sub-account with a Private Integration Token and work across its whole API from chat. Contacts, pipelines, campaigns, funnels, invoices, and more sit next to your marketing plans.

API keyWorks in every chatPer-tool permissions

What connecting HighLevel API unlocks

Contacts and pipelines, end to end

Search contacts with filters, add notes, tasks, and tags, and move them into campaigns and workflows. Read pipelines and update deals as they close.

Conversations that inform the copy

Search conversations, read messages and call transcripts, and send an SMS or email when you approve it. Reading a contact's messages asks you first.

Your marketing setup in one place

Read and change email templates, funnels and their pages, trigger links, blog posts, and social planner posts. Pull social stats and form and survey submissions too.

Offers, invoices, and sales history

Manage products, prices, and collections, draft invoices and estimates, and read orders, transactions, and subscriptions. Payments stay read only.

Guardrails on every write

Every write asks for your approval first. Deleting a record, bulk changes, and voiding an invoice start switched off, and you can switch any tool off.

Tools your chats can call

A sample of the HighLevel API tools StefanBrain can use once connected. Reads and writes are classified separately, and you control both.

Search Contacts

Find contacts by text, tags, and other filters, a page at a time.

Add Contact To Workflow

Enroll a contact in one of the sub-account's workflows.

Send Message

Send a contact an SMS, email, or other message from HighLevel.

Search Opportunities

Find deals by pipeline, stage, status, or contact.

List Form Submissions

Read what leads entered into the sub-account's forms.

Create Social Post

Schedule or draft a post in the social planner.

Upload Media File From URL

Add an image or file to the media library from a link.

Create Email Template

Start a new email template in the sub-account.

How to connect

1Create a Private Integration in the sub-account

In HighLevel, open the sub-account, go to Settings, and select Private Integrations. Click Create New Integration and give it a name, such as StefanBrain.

2Pick the scopes, then copy the token

Choose the scopes StefanBrain may use, and include View Locations. Click Create Integration and copy the token right away. HighLevel shows it only once.

3Copy the Location ID

Open Settings, then Business Profile, and copy the Location ID. A link to any page of the sub-account works too.

4Connect in StefanBrain

Open Connectors, find HighLevel API, click Connect, and paste the token and the Location ID. StefanBrain checks both with HighLevel before saving.

5Ask a first question

Try asking which form brought in the most leads this month, or which pipeline stage holds the most deals.

Good to know

Use a Private Integration made inside the sub-account, not one made in the agency's settings.
A tool whose scope you left out answers with the scope it needs. Add that scope to the integration in Settings > Private Integrations, then try again.
HighLevel allows 100 API requests per 10 seconds and 200,000 a day for each sub-account. Past that, StefanBrain waits out HighLevel's pause before its next call.
The HighLevel card is HighLevel's own MCP server with a sign-in. This card uses the REST API and covers about eight times as many tools.

Your credentials stay yours

We never store your passwords
Encrypted at rest and in transit
Disconnect anytime

Frequently asked questions

What can StefanBrain read from HighLevel?

Contacts with their notes and tasks, conversations, opportunities, calendars, forms, surveys, funnels, blogs, social posts, email templates, products, invoices, and orders. Reads of individual people's records ask you first.

Can StefanBrain change things in my sub-account?

Yes, within the scopes you gave the integration. It can create and update contacts, deals, appointments, posts, templates, and products, and send messages. Every write asks first.

Why do I need a Location ID?

A Private Integration Token belongs to one sub-account, and HighLevel's API names the sub-account by its Location ID. StefanBrain fills it in on every call, so you never type it again.

Does the token expire?

No. HighLevel suggests rotating it every 90 days. Rotating with HighLevel's 7-day overlap keeps the old token working for a week, so reconnect with the new one in that window.

Can I connect more than one sub-account?

Yes. Each sub-account needs its own Private Integration Token, and each one becomes its own connection in StefanBrain.

Can I disconnect later?

Yes, one click in Connectors removes the stored token. You can also delete the integration in HighLevel, which cuts off access on HighLevel's side.