The process to integrate HighLevel and Wicked Reports
About This Integration
Integrating HighLevel to Wicked Reports sends your new leads from HighLevel directly into Wicked Reports.
This allows Wicked Reports to automatically detect, track, and attribute new and existing lead conversions to the marketing spend on your ad platforms and customer lifetime value from your revenue sources.
What this means for you
- HighLevel leads get retrieved each day by Wicked Reports and attributed against clicks and sales.
- Wicked can generate Cohort Analysis reporting between your HighLevel leads and your shopping cart & order system revenue.
1. Go to Settings-> Business Profile. Under General Information, scroll down to API Key and click the copy button
2. Log into Wicked Reports and got to Setup -. Authorizations
3. Under Contacts Data, find HighLevel and click Connect
4. Paste the API Key you copied from HighLevel and click "Authorize"
What Happens Next After Integration
Wicked Reports will pull all historical lead data from HighLevel to seed your account attribution. This allows us to correctly identify these leads as already existing leads in the event they click, optin, or otherwise engage with your marketing funnels. We can then attribute revenue to their actions using the correct attribution models.
Each morning at about 2am EST we will pull the previous day's new leads and attribute the marketing responsible for creating these new leads. Anytime in the future when these new leads buy, we can attribute the revenue back to the marketing that created the lead and update the ROI accordingly.
Once you have authorized your order systems, we will pull sales & revenue data and then create cohort reporting between your HighLevel lead data and your order revenue data.
How to Verify Your CRM Data
Wicked Reports native CRM integrations generally work seamlessly. You will see the leads inside of Wicked the following day. To see for yourself, follow these instructions: https://help.wickedreports.com/verify-your-crm-is-authorized
Email Last Click ROI Tracking & Reporting
Once you've integrated HighLevel your lead conversions are automatically detected for attribution. You still need to deploy the Wicked tracking script on all pages. After that, you can start seeing which emails are generating revenue! -> Email Tracking and Reporting
Historical Tracking Data Pre-Wicked
If you have historical tracking data inside of your HighLevel CRM, you can get this data into Wicked Reports for use in our Cohort and ROI reports. Follow these details:
Facebook Lead Ads - Attribution, and CRM Import
Wicked Reports can automatically attribute Facebook Lead Ads once you have also completed the Facebook Integration steps. We can even historically attribute Facebook lead ads, pre-Wicked Reports, following these instructions: Backloading Historical Facebook Lead Ad Attribution
One older feature we still offer is the ability to automatically import your Facebook lead ad leads to your CRM. This functionality is available for HighLevel if desired. We realize most people have this functionality built into their CRM now, or use Zapier, but the feature is here if you need it.