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How do I set up the HighLevel sales tracking integration?
The HighLevel sales tracking integration allows ClickMagick to track all of your HighLevel sales, upsells and refunds without the need for traditional sales tracking code on your webpages.
If you’re following the step-by-step “getting started” guide you should have already set up your click tracking, but if not, please make sure you do that first. You can’t track sales without first tracking your visitors’ clicks.
Caution: This integration replaces, and is incompatible with, any existing sales tracking code you have added to your webpages or store.
If you’re currently tracking sales with the standard sales tracking code, be sure to remove it before setting up this integration or your sales won’t track properly.
If you’re currently tracking sales with the standard sales tracking code, be sure to remove it before setting up this integration or your sales won’t track properly.
Step 1 – Create your workflow automation
In HighLevel, go to “Automation”.
Select “+ Create Workflow”, then “Start from Scratch”.
Click on “Add New Trigger”.
Search for “payment”. Click on “Payment Received”, then click on “Save Trigger”.
Click on “Add New Trigger” again, then search for “refund”. Click on “Refund”, then “Save Trigger”.
Click on the “+” icon next to “END”.
Step 2 – Set up your webhook
Search for “webhook” and click on the “Webhook” action.
Enter the following details, but don’t hit “Save” just yet:
| Action Name: | ClickMagick Webhook |
| Method: | POST |
| URL: | https://www.clickmagick.com/user/account/integrations/ghl/?uid=[USERID] |
Next, click on the “Add item” button under “Custom Data” and add three items.
Enter the following data, you can copy and paste these values:
| key | value |
rid |
{{refund.transaction.id}} |
currency |
{{refund.currency_code}} |
refund |
{{refund.amount}} |
It should look like the screenshot below. Once you’re done, just hit “Save Action”.
Next, just change the toggle in the top right to “Publish” and hit “Save”.
Step 3 – Remap your custom “Ref” values
This will make things like the Funnel Steps report more useful, and it will also allow you to specifically include or exclude certain types of sales when analyzing your stats. Follow the article below to set it up.
How do I set custom “ref” values when using a sales tracking integration?
And that’s it. Once you set this up, ClickMagick will automatically track all of your sales from HighLevel.
Note: We always process conversion data immediately, but please note there can be a delay between when a conversion occurs and when HighLevel sends it to ClickMagick. It’s usually just a few minutes, but we have no control over it.
.Article 944 Last updated: 08/10/2025 10:58:00 PM
https://www.clickmagick.com/kb/?article=944