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CRM integration

HighLevel Agency integration for AI agents

Insiro connects AI agents to HighLevel Agency so they can act in it under your rules. HighLevel Agency is a platform for managing agency-level company data, users, snapshots, and custom menus. It gives agencies centralized control over HighLevel accounts without requiring location-level access. Every HighLevel Agency action runs through Insiro's governed gateway, using each person's own connection (OAuth 2.0).

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What can AI agents do with HighLevel Agency?

With Insiro, agents can create and update contacts, companies and deals, log calls, emails and notes against the record, find stalled or at-risk opportunities and enrich new leads before routing them to an owner, all inside the permissions you set for HighLevel Agency.

  • Create and update contacts, companies and deals.
  • Log calls, emails and notes against the record.
  • Find stalled or at-risk opportunities.
  • Enrich new leads before routing them to an owner.

A journey through Insiro

HighLevel Agency logo HighLevel AgencyInsiroGmail

Example: HighLevel Agency → Insiro → Gmail to log the email thread and update the opportunity. Insiro checks permissions, applies approvals and records the evidence at every hop.

Frequently asked questions about HighLevel Agency

Can Insiro AI agents use HighLevel Agency?

Yes. Insiro connects AI agents to HighLevel Agency through its governed MCP gateway. Agents can create and update contacts, companies and deals and log calls, emails and notes against the record using each person's own HighLevel Agency access, with read-only as the default and approvals for actions that change data.

How does Insiro connect to HighLevel Agency?

HighLevel Agency connects with OAuth 2.0. Each user connects their own account once; Insiro stores the credential encrypted and brokers it to the tool only at the moment of a call, so models never see it. Admins can also register a workspace-level connection.

Can I make HighLevel Agency read-only for agents?

Yes. In Insiro Governance, set HighLevel Agency to Off, Read only, or Read and write in a click. Write actions can require confirmation or owner approval by risk tier, and every call is logged with the user, tool, tokens and cost.

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Put HighLevel Agency to work with governed AI agents.

A 30-minute working session: we connect one data source and one app, then run a governed agent on a task you choose.

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