Automatically add customers as a Contact or add Tags with our HighLevel Connection!
SamCart's App Marketplace 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 the Apps section of your marketplace to access the App Marketplace.
Once you are in the App Marketplace, you can search for the specific app you want to connect with! Search for HighLevel and click the Install button: 
This will bring up a small pop up like the one shown below. Click the Connect button to get started connecting HighLevel and SamCart:
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 the connection with HighLevel is complete, you will be redirected back to the App Marketplace within SamCart. Here you can start creating rules for your connection.
Creating Connection Rules
Now that SamCart is connected to HighLevel, you'll need to establish simple rules that tell this connection what to do when certain actions take place in your SamCart Marketplace.
From within the HighLevel connection in the App Marketplace, click on the + Add New Rule button.
This will bring up a side window where you can create rules for this connection! Here you can select the action and trigger to tell this rule what to do.
First, you'll need to select what kind of rule you want to create, a Global Rule or a Product Specific Rule (1). Global Rules will apply to all products in your marketplace, while Product Specific Rules will only apply to the specific products you select.
The next step is to choose the Action (2) for this connection. The action is what will occur within HighLevel when this rule fires! The actions available for this connection are Create Contact, Add Tags and Remove Tags.
Once you've chosen the Action, you will need to select the Tags (3) in HighLevel that you want to be added to or removed from customers as part of this rule. If you do not see the tag you are looking for, click the Refresh Connection button in the top right corner of the window! Note - If you select the Create Contact action this section will disappear as it is not necessary.
The last thing you need to choose is a Trigger (4) for the rule. This is the event that will occur within SamCart to trigger the Action within HighLevel! NOTE: Each application has different Triggers available. The following are available for the HighLevel Connection:
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 Connection Rules at the Product Level
You can also create rules for a connection from directly within a product! If you are working within a product and wish to create a rule with the HighLevel connection for it, simply visit the product's Apps tab:
From here, click on the blue + Add New Rule button to start creating a rule with HighLevel for this product.
First, you'll need to Select the App or App Instance (1) you are wanting to create a rule for - in this case, you should select your HighLevel connection! The next step is to select any other products you want to add the rule to in the Select Additional Products (2) section. This step is optional and can be left blank if you do not wish to add the rule to any other products.
From here, the rest of the rule setup is exactly the same as when you create a rule from within the App Marketplace! Select the Action (3) for this connection - the action is what will occur within HighLevel when this rule fires! The actions available for this connection are Create Contact, Add Tags and Remove Tags.
Once you've chosen the Action, you will need to select the Tags (4) in HighLevel that you want to be added to or removed from customers as part of this rule. If you do not see the tag you are looking for, click the Refresh Connection button in the top right corner of the window! Note - If you select the Create Contact action this section will disappear as it is not necessary.
The last thing you need to choose is a Trigger (5) for the rule. This is the event that will occur within SamCart to trigger the Action within HighLevel! NOTE: Each application has different Triggers available. Check out the Creating Connection Rules section above for a full list of Triggers available with the HighLevel connection!
The final step in creating this rule is clicking the Add Rule (6) button. And we're done! Now you can see the rule you have created on the Apps tab of your product:
Frequently Asked Questions
Q: My connection seems to be functioning properly, but a customer wasn't added to the correct tag seemingly at random. What happened?
A: If a rule fails to fire, there's always a reason. Our system keeps a record of the last 1,000 events that took place in your Marketplace, and they can be viewed by heading to the HighLevel connection within the App Marketplace and scrolling down to the Logs section at the bottom of the page.
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 went wrong with that action! The Configuration logs will show you logs related to the configuration of the App Instance (connecting the app, refreshing the app, etc.), and the Action logs will show logs related to actions associated with the rules you have set up for the HighLevel connection.
Q: How can I uninstall, update, or connect a new instance of my HighLevel connection?
A: Head to the Apps tab to access the App Marketplace and select the HighLevel connection. Click on the three dots to the right of the HighLevel connection - this will bring up a few options! The Connect New App Instance button will allow you to connect a new instance of HighLevel (this is great if you have more than one HighLevel account you want to connect to SamCart!). The Change App Credentials button will allow you to update the credentials you are using to connect this instance HighLevel within SamCart. The Uninstall App button will uninstall all instances of the HighLevel app from SamCart, and any rules for that instance of HighLevel will no longer work. 