Automatically add customers as a Contact or add Tags with our HighLevel Integration!

SamCart's Integration Engine allows you to automatically add customers as a Contact and manage them within HighLevel, freeing up time for you to focus on driving more traffic to your SamCart pages instead of manually adding data!

Below, we'll break down how to connect SamCart with HighLevel, and how to create rules allowing you to automate the process.

Connecting SamCart With HighLevel

Start by clicking over to your Marketplace Settings, then select the Integrations tab up top. 

Here, you'll see a list of all your active integrations that are connected via the Integration Engine. To add a new HighLevel integration, click on the New Integration button:

This will prompt a box to appear which will walk you through the steps required to complete the integration. Select HighLevel from the drop down and click Next Step:

On the next screen, it will ask for an internal name for your integration. Give your integration a quick identifier for internal use only and click Connect with OAuth:

This will prompt a new window to open up, directing you to the HighLevel website. Click on the Visit GoHighLevel button: 

This will bring up the login page. Enter in your accounts credentials and approve the connection and you'll have connected SamCart and HighLevel! Once it is connected, you'll see it in the Integration Setup tab. Now it's time to create some rules!

Creating Integration Rules at the Product Level

Now that SamCart is "connected" to HighLevel, you'll need to establish simple rules that tell the Integration Engine what to do when certain actions takes place in your SamCart Marketplace. 

Head over to your Product and click into the Integrations tab (1), then click New Rule (2).

First, you’ll need to decide what action you want to perform on your integration. An action is the functionality available in an Integration you are connected to. In the Integration dropdown, select your connected Integration you'd like to set up a rule for. Then select the Integration specific Action.

The Actions for HighLevel are:

  • Create Contact in HighLevel
  • Add Tags in HighLevel
  • Remove Tags in HighLevel

Once you have your Integration and Action selected, click on Next Step.

Next, you’ll need to select a trigger. A trigger is the event inside of your SamCart Marketplace that tells the Integration Engine it’s time to make something happen in a connected application. 

In the first dropdown on the next page, you will want to select either eCommerce or Courses. eCommerce rules will apply to actions on your product pages, while Courses triggers will be anything related to the Courses app. The available triggers in the dropdown will be specific to the selected integration. In this example, we’ll use the Product Purchased trigger as it’s the most common. 

Select Product Purchased from the drop-down menu and click Next Step:

NOTE: Each application has different Actions available. The following are available on HighLevel Integration

  • Product Purchased - fires when a product is purchased as a primary product, upsell, order bump, or payment option.

  • Product Refunded - fires when a refund occurs inside of SamCart for the product.

  • Product Partially Refunded - fires when a partial refund occurs inside of SamCart for the product.

  • Prospect Created (i.e. Cart Abandonment) - fires 2 hours after a prospect is created. See more information on the Cart Abandonment feature here.

  • Subscription Canceled - fires when the Subscription Status turns to "Canceled” or "Delinquent."

  • Subscription Charged - fires each time your customer completes a successful recurring charge.

  • Subscription Charge Failed - fires when your customer experiences their first recurring payment failure.

  • Subscription Delinquent - fires when the Subscription Status turns to "delinquent." Delinquency occurs after 4 failed payments in a row. See more information on the Subscription Saver and Dunning feature here.

  • Subscription Recovered - fires when your customer is within the Dunning Cycle and has a successful charge.

  • Subscription Restarted - fires when you manually restart a user's subscription from either the fully delinquent status or canceled status.

  • Subscription Completed - (for Limited Subscriptions only) fires when a limited subscription has it’s final successful charge.
  • Upsell Purchased - fires when the product is purchased as an upsell.

Creating Global Integration Rules

Global Rules aren't too different from Product-Level Integration Rules, except for the fact that they're triggered by every Product in your Marketplace. For example, if you'd like all new customers, regardless of the Product they purchased, to be added as a Contact all with the same List, you'd create a Global Rule

To create a Global Rule in SamCart, head back to your Marketplace's Integration Settings and navigate to the Global Rules tab and select the New Rule button.

Once you've done that, the steps to creating a Global Rule are identical to that of a Product-Level Integration Rule. Reference the "Creating Integration Rules at the Product Level:" section above for a detailed breakdown for how to proceed. 

After your Global Rule is created, it will appear under the Global Rules tab.

Frequently Asked Questions

Q: My integration seems to be functioning properly, but a customer wasn't added to the correct tag seemingly at random. What happened? 

A: If an integration rule fails to fire, there's always a reason. The Integration Engine keeps a record of the last 1,000 integration events that took place in your Marketplace, and they can be viewed by heading to Marketplace Settings > Integrations > Logs.

Here, you can search for the event in question and check if anything went wrong. 99% of the time the Logs can provide insight into exactly what might've gone wrong with that action! 

Q: How can I delete, rename, or refresh my integration if I made some changes in HighLevel? 

A: Head to Marketplace Settings > Integrations and click the Edit, Refresh, or Delete buttons to make these changes to your integration:

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