HighLevel

Interact with your CRM business data.

Category: Operations
Developer: HighLevel
Website: (opens in a new window)

HighLevel Give me overview of how things have been

How it works

Securely bring HighLevel CRM data into ChatGPT to review contacts, opportunities, appointments, and conversations and generate summaries from live records.

What else can you do?

Query CRM records
HighLevel Show contacts added in the last 14 days and upcoming appointments in the next 7 days. Highlight any no-shows or missed follow-ups.
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Review pipeline and activity
HighLevel Summarize the pipeline by stage with counts and total value. For deals stalled >14 days, list the last activity and recommended next step.
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Summarize CRM information
HighLevel For this opportunity, summarize recent conversations, deal status, last touch, and suggested next message based on the record history.
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What’s included

App

HighLevel

Resources

Add the HighLevel plugin in a few clicks

Browse for plugins that support your team’s tools and tasks.

ChatGPT plugin directory showing Google Drive, Slack, and Google Calendar.

Install the plugin, then follow the prompts to review permissions and connect any required apps.

Start a new chat in ChatGPT Work or Codex, describe the result you need, and ask it to use plugins.

Availability depends on the plugin, your plan, and workspace settings. Some connections require admin setup or approval. Contact your workspace admin if access is blocked.

View the setup guide