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HighLevel
CRM & MarketingNative

HighLevel automations, fuelled by AI intake

Lexidesk feeds contacts and conversation data into HighLevel so your workflows trigger on real intake, not manual entry.

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Lexidesk
Lexidesk
HighLevel
HighLevel
Contact Created
Note Created
Lead Qualified

How it works

Three steps. Fully automatic. No manual work required.

Step 1

Lead calls or chats

Lexidesk AI handles the intake with empathy and precision.

Step 2

AI extracts the data

Contact details, case summary, qualification, and priority, all captured.

Step 3

HighLevel takes over

Contact is created, pipelines updated, and your automations fire.

Setup in minutes

Connect once, then every conversation syncs automatically.

How to connect

1Click "Connect HighLevel" in your Lexidesk dashboard
2Authorize Lexidesk, your location is detected automatically
3Choose which conversations to sync, your automations take it from there

What appears in HighLevel

Contact

Created in your HighLevel location with full conversation context.

Note

Attached to the contact with case summary, lead qualification, priority score, and transcript link. Your automations trigger immediately.

What this means for your firm

Keep using HighLevel exactly as you do today. Lexidesk just makes it better.

Trigger automations on intake data

Use real conversation data to drive your HighLevel workflows, nurture sequences, task assignments, and more.

Contacts with full context

Every contact comes with case details and lead scoring, so your team knows the full story.

Keep your marketing stack intact

Lexidesk plugs into HighLevel without changing how your team works.

See Lexidesk power your HighLevel

Book a 30-minute demo and watch contacts and automations fire in HighLevel, live.

Book your discovery call

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