CallPalConnect CallPal to HighLevel
Sync the contacts in a HighLevel business account into CallPal, power-dial them or any tag from the browser, and have every call written back to the contact as a note. Setup takes about five minutes.
Deciding whether to use it at all? What the HighLevel integration does.
Before you start
- A CallPal account. The 14-day trial is enough — no card required, and the integration is available on every plan.
- A HighLevel business account (sub-account), and permission to create Private Integrations in it.
- In CallPal, permission to manage integrations. Owners and admins have it by default.
Copy the Location ID
In HighLevel, switch to the business account you call from and open Settings → Business Profile.
The Location ID is shown under General Information, with a copy button beside it.
Create a Private Integration
In the same business account, open Settings → Private Integrations and select Create new integration.
Name it
CallPal, so it can be revoked on its own later, and tick these scopes: View Contacts, Edit Contacts, View Locations, View Custom Fields, View Tags and View Users.Copy the token when HighLevel shows it — it is shown once. Treat it like a password.
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Add the connection in CallPal
In CallPal, go to Settings → Integrations, find HighLevel, and select it.
Paste the Location ID and the token. CallPal checks both against your business account immediately and shows its name, so a wrong ID or token shows up now rather than at the first sync.
Choose the fields to import
HighLevel contacts are what CallPal imports. Pick the fields worth keeping: name, phones, email, company, tags, assigned user, address, time zone, source and your custom fields.
CallPal maps the name and the phone for you. The contact’s phone and every additional number come across, primary first.
Run the first sync
Start the sync. Contacts appear as they arrive, so a large account fills in progressively rather than showing nothing until it finishes.
After that CallPal picks up only what changed, every 30 minutes, and you can trigger a full sync by hand from the connection page.
Call a contact, a tag or a whole list
Open any synced contact and select the phone number, or tick several and use Call selected. To call a tag, create a campaign and choose Add from HighLevel list (or Add from CRM list when more than one CRM is connected) — every tag is offered there.
When the call ends, CallPal writes a note on the contact, with the duration, outcome, start time, whether a recording exists, and a link back to the call in CallPal.
What syncs
- HighLevel → CallPal
- Contacts: name, every phone number, email, company, tags, assigned user, address, time zone, source, created date and custom fields. Tags are offered as campaign lists.
- Do Not Disturb → CallPal
- A contact set to Do Not Disturb goes on your do-not-call list at the next sync, with "Do not disturb in HighLevel" as the reason, and comes off when it is turned off in HighLevel.
- Calls → HighLevel
- Every completed call becomes a note on the contact you dialled, carrying the duration, outcome, start time, whether a recording exists, and a link back to the call in CallPal.
What it does not do
Worth reading before you roll this out to a team — these are design decisions, not gaps we are about to close.
- CallPal reads your contacts and does not edit them. It never changes a field, a tag or a workflow, and only ever creates call notes.
- One connection is one business account. An agency connects each client account on its own, with that account’s own token.
- Opportunities are not imported as their own lists. The contact behind an opportunity is in your contacts.
- CallPal is outbound only. No inbound routing, no IVR, no predictive dialing.
Questions
Where do I find the Location ID?
In HighLevel, Settings → Business Profile, under General Information. Make sure you are inside the business account you want to connect, not the agency view.
Why are my custom fields or owners missing?
The token needs the View Custom Fields and View Users scopes. Edit the Private Integration in HighLevel to add them, then run a full sync from the connection page.
How are calls recorded in HighLevel?
As a note on the contact, with the call details and a link back to CallPal.
What happens to contacts set to Do Not Disturb?
No dialer in CallPal rings them. Their numbers go on your do-not-call list at the next sync and come off when Do Not Disturb is turned off in HighLevel. A number someone on your team added by hand stays on the list. If the contact is deleted in HighLevel, or the connection is set up again, the number stays on the list until someone lifts it in CallPal.
Which phone number does it call from?
Your own. CallPal is bring-your-own-carrier: you connect your own SIP trunk, calls are billed by your carrier at your rate, and outbound calls present your company number.
What happens if the token is revoked?
The sync stops and the connection shows an error. Create a new Private Integration and paste its token on the connection page to resume. Contacts already synced into CallPal stay there.
Still stuck?
Write to [email protected] with your account name and what you saw. A person answers.