Run Your Digital Agency More Smoothly with Glances and HighLevel
Keep track of HighLevel customer data anywhere, using Glances
If you are running a digital agency, HighLevel is one of the best, all-in-one platforms worth investing in for capturing, nurturing, and closing leads – ultimately setting your clients up for success. When you connect Glances with HighLevel, you can simplify your workday with the ability to instantly look up customer data from the platform while working anywhere online.
Whether you rely on other business apps like QuickBooks, Airtable, or Monday.com as part of your SaaS stack, Glances empowers you with a single view of your customer insights and personal tasks across multiple apps, in real time. Working on any webpage you visit or within any app you use, Glances helps you and your team eliminate roadblocks and get back to The simplest way to work™.
Available HighLevel views (we call these Glances)
When HighLevel is connected with Glances, you can search and view a customer’s contact details, notes, tasks, and more within any web app or platform you prefer to work in. Start by entering any contact’s name or email address in the Glances Search tab, or use Glances Search and Highlight feature to auto-search. From there, any available data related to your contact will appear, filtered and organized per connected app.
Scroll through the list and click any one of the HighLevel Glances to expand the details and view the data. If you need to jump out of Glances and view anything directly in an app, just click on our handy external link to make it happen.
Below is the current list of Glances available for HighLevel. Need to see a specific view or data set? Contact our team to discuss custom options for your business.
- HighLevel Single Contact Details
- HighLevel Contact’s Notes
- HighLevel Contact’s Tasks
- HighLevel List of Opportunities
Getting started with Glances and HighLevel
Immediate ways to view your HighLevel data using Glances
1. By Browser
Once the Glances browser extension is installed and you have connected your favorite apps, there are a few ways to access the data you need:
- ✔️ Click the Glances widget in the corner of the page to begin a manual search or view your upcoming tasks.
- ✔️ Click on any Glancey-stamped email address on any webpage you are viewing to see related data.
- ✔️ Try Glances Highlight and Search to auto-search by name, email, order numbers, and more criteria.
- ✔️ Use the My Daily Glances tab to view your personal tasks across apps: scheduled meetings, to-dos, and more.
2. By Web and Mobile
If you have an internet connection, you can access your Glances from anywhere, on any device. Log in to your glances.com account, locate the top search bar, then enter any contact’s name or email address to view any related data across your apps. For the best mobile experience, go to m.glances.com, log in, and start your search.
3. By Other Apps
Glances has in-app functionality with workplace platforms like monday.com. Learn more about connecting these two powerful platforms and stay tuned for more in-app product launches.
Glances is your go-to hub for multiple apps, not just HighLevel
You and your agency colleagues already depend on HighLevel every day, but we realize you likely spend a lot of time in other applications important to your job. Finding both personal tasks and customer insights within various web apps is a huge, time-consuming struggle. Allow Glances to bring your favorite apps together, securely showing your data in a single view from whatever app you are using.
Integrate HighLevel with all your favorite apps, using Glances
Start your free trial to connect your favorite business apps and access your data in one easy click, from any app or webpage. You can find and connect HighLevel when you are logged in to your Glances account.
More helpful steps
Schedule a demo to see the time-saving benefits of Glances in action or ask our team questions.
If you need to connect a specific app or platform with Glances that is not currently available on glances.com, please send your requests to hello@glances.com.
Find more step-by-step articles with the latest information on our support site.