HighLevel pipelines
This article describes working with HighLevel sales pipelines in LightLead.
Loading pipelines
HighLevel pipelines are loaded via the API for the specified location_id. Each pipeline contains stages. When switching location_id, the pipelines of the corresponding location are loaded.
Pipeline structure
Each pipeline contains:
Pipeline ID — a unique ID used in API requests
Pipeline name — the display name
List of statuses/stages — the stages a deal/order/lead passes through
Stage order — the sequence defined in the CRM
Use in reports
Pipelines are used in LightLead reports to:
Group data: group data by pipeline to analyze different sales tracks
Filter: filter data by a specific pipeline
Compare: compare the performance of different pipelines
Visualize: build sales funnel charts
Updating pipelines
When pipelines change in the CRM (added, deleted, renamed), you need to run discovery again. Methods:
Automatic: on the next scheduled sync
Manual: click "Refresh discovery" in the connection settings
Specifics
Pipelines deleted in the CRM are marked as inactive in LightLead, but historical data is preserved
Renaming a pipeline does not affect already-built reports — matching is done by ID
When a new pipeline is added, old reports continue to work unchanged
Related pages
Stages — description of stages within pipelines