Add HighLevel credentials
Use a HighLevel API key and the location ID this project should read from.
Integrations
CRM & Customer Success
Connect HighLevel to Orbits.
Track the core CRM and funnel signals many agencies run in HighLevel.
What you can report on
Contacts, opportunities, pipeline load, and open deal flow.
Choose focus
Choose whether this dashboard should lean more toward contacts, opportunities, or a balanced agency-OS view.
Customize dashboard
Use plain language to tell Orbits which agency-OS signals deserve the most weight, like contacts, open opportunities, or pipeline health. Claude uses that guidance to shape the cached dashboard summary and sections, not to change anything in HighLevel.
Confirm setup
Orbits stores your project-level setup, caches vendor-shaped data, and generates the first dashboard. You can refresh it later or reopen customization without leaving the page.