Settings
Configure your HighLevel integration and custom fields
HighLevel API Configuration
Add these values to your .env.local file and restart the server.
HIGHLEVEL_API_KEYYour HighLevel Private Integration Token or OAuth Bearer token. Found in Settings → Integrations → Private Apps.
HIGHLEVEL_LOCATION_IDYour HighLevel Location (Sub-Account) ID. Found in Settings → Business Info.
NEXT_PUBLIC_APP_URLThe URL of this app (for internal API calls). Set to your production domain when deployed.
# .env.local
HIGHLEVEL_API_KEY=your_token_here
HIGHLEVEL_LOCATION_ID=your_location_id
NEXT_PUBLIC_APP_URL=http://localhost:3000
Note: Environment variables require a server restart. This form is for reference only — values must be set in the file system.
Required Custom Fields in HighLevel
Create these custom fields in your HighLevel location (Contacts → Settings → Custom Fields). The fieldKey must match exactly for automatic data mapping.
current_phone_providerTEXTCurrent Phone Provider
e.g. RingCentral, 8x8, Nextiva, legacy PBX...
estimated_seatsNUMBEREstimated Seats / Users
e.g. 10
contract_end_dateDATEContract End Date
e.g. 2025-06-30
ai_interestCHECKBOXAI Interest
e.g. true / false
ai_voice_neededCHECKBOXAI Voice Needed
e.g. true / false
desk_phone_neededCHECKBOXDesk Phone Needed
e.g. true / false
softphone_neededCHECKBOXSoftphone Needed
e.g. true / false
mobile_app_neededCHECKBOXMobile App Needed
e.g. true / false
sms_neededCHECKBOXSMS Needed
e.g. true / false
call_recording_neededCHECKBOXCall Recording Needed
e.g. true / false
teams_neededCHECKBOXMicrosoft Teams Needed
e.g. true / false
multi_locationCHECKBOXMulti-Location
e.g. true / false
porting_complexityTEXTPorting Complexity
e.g. low / medium / high
projected_mrrNUMBERProjected MRR
e.g. 450
lead_scoreNUMBERLead Score
e.g. 75 (auto-synced by this app)
decision_maker_nameTEXTDecision Maker Name
e.g. John Smith
renewal_windowTEXTRenewal Window
e.g. Q2 2025
competitor_pain_pointsTEXTAREACompetitor Pain Points
e.g. Bad support, frequent outages...
Once fields are created, use the Sync Scores to HL button in the sidebar to automatically push lead scores and projected MRR back into HighLevel.