By integrating Perspective with GoHighLevel (GHL), you can:
📈 Optimize your pipeline by instantly submitting your contacts to GoHighLevel.
🔄 Synchronize data efficiently, without manual input – everything runs automatically.
🔧 Set up the connection easily – thanks to OAuth authentication, a single login is all that’s needed to authorize Perspective.
How to set up the GoHighLevel integration
1. Setup the GoHighLevel App in Perspective
1) Open your Perspective dashboard and select the funnel you want to connect.
2) Go to the "Apps" tab and select GoHighLevel.
3) Click "Setup" in the top right corner.
ℹ️ Important: You need a sub-account in GoHighLevel to use the integration. Our integration works with contacts and those only exist within a sub-account in GHL.
4) Click "Add new Account". On the next page, enter the name you want to use for this connection and click "Continue".
5) An OAuth popup will appear where you need to log in to your GoHighLevel account and authorize the connection to Perspective by confirming the requested permissions.
6) In the dropdown, select a GoHighLevel sub-account you want to connect to Perspective. Once you select a sub-account, the connection to GoHighLevel will be established.
If you don't see any options in the dropdown, please go back to your GoHighLevel account and ensure that you're trying to connect a sub-account, because our integration only works with contacts which only exist in GoHighLevel sub-accounts.
2. Map data fields & add tags
To ensure that the contact's information is transferred to GoHighLevel, you need to map the fields in the settings of the GoHighLevel integration. The only mandatory mapping is the email address. The mapping of other fields is optional.
1) Add a mapping for the email address by selecting the email field from your funnel on the left and the email field attribute from your GoHighLevel account on the right.
2) If you want to submit any other information or variables from your Perspective funnel to GoHighLevel (e.g., first name, answers to the questions from your funnel, UTM parameters) you need to map this data in the "Optional Mapping" section.
But before you do that, make sure that the fields you want to map exist in GoHighLevel. For example, if you want to submit a contact's answer to the question "What is your monthly ad budget?" in your Perspective funnel to GoHighLevel, you need to create to create a field "Budget" in GoHighLevel beforehand.
For step-by-step instructions on how to create custom fields in GoHighLevel, check out this article.
ℹ️ Important for the proper data transfer to GoHighLevel:
For the text fields, you can use the "Single Line" input field type in GoHighLevel. For other values, like phone number, use a respective field e.g., "Phone".
In your Perspective funnel, you should collect all the data, in other words, have all your quiz pages before the page with an opt-in form. If you collect some data after the opt-in form, it will not be submitted to GoHighLevel.
3) Add one or more individual tags, e.g. “Perspective Lead”, to your automation (optional). This tag will automatically be passed to the contact in GHL when the funnel is submitted.
Then you can use this tag to:
trigger targeted automated workflows,
automatically route contacts into the correct pipeline, or
activate specific routing rules.
Note: GoHighLevel tags that do not yet exist in your GHL account will be created automatically when the first lead is received.
4) Save the settings and enable the GoHighLevel integration by toggling it on.
GoHighLevel integration troubleshooting
If you experience any issues with your GoHighLevel integration, the app events history makes it easy to identify what’s going wrong.
1. In your funnel, go to the "Apps" tab on top and find your integration.
2. In the GoHighLevel card, click the icon with three dots and select "App events". This will open an event history from this integration.
3. In the pop-up, you'll see all the events that were processed for this integration.
The events with the green checkmark were processed successfully. The events that are marked in red failed.
You’ll also see exactly why the event failed, and you can view the full error by clicking on the event card.
In many cases, you’ll be able to quickly understand what went wrong with the event and troubleshoot the integration yourself. If you still need help, feel free to reach out to our support team.
Do I need an API key?
No, the integration uses OAuth authentication. You only need to approve the connection during setup.
ℹ️ This feature is available from the Business Plan (Legacy) / Grow Plan (New) onwards. It can also be added via the Premium Integration Suite.
Further information on the following topics can be found in our Help Centre: