Octify.io

Octify.io is an advanced data integration and reporting tool designed for marketers, agencies, and businesses to seamlessly collect and analyze data from multiple platforms. Octify.io enables users to connect and extract data from various marketing channels, CRMs, and analytics tools into unified dashboards or reports.

By integrating with GoHighLevel, Octify.io empowers users to:

• Automatically pull campaign, lead, and sales data from GoHighLevel.

• Create custom, data-driven reports for actionable insights.

• Centralize metrics from multiple accounts and platforms for easier management.

• Optimize marketing efforts with real-time data synchronization.
  
  Steps to Get Started After Installing Octify.io:

  1. Log In to Octify.io:

     • Use your credentials to log in to the Octify.io platform.

  2. Connect Your GoHighLevel Account:

     • Navigate to the integrations section.

     • Select "GoHighLevel" from the available integrations list.(Google Ads. Microsoft ads, Shopify, etc are available in Octify.io)

     • Authorize the connection by logging into your GoHighLevel account and granting Octify.io the necessary permissions.

  3. Select Your Data Sources:

     • Choose the specific data (e.g., leads, campaigns, sales, appointments) you want to sync from GoHighLevel.

  4. Customize Your Reports:

     • Use Octify.io’s intuitive interface to set up custom dashboards and reports based on your business needs.

     • Filter and segment data to focus on metrics that matter most.

  5. Schedule Automatic Data Refresh:

     • Set up a data refresh schedule to keep your reports up-to-date in real time.

  6. Analyze and Share Insights:

     • Visualize your GoHighLevel data through Octify.io dashboards.

     • Share insights and reports with team members or stakeholders to enhance collaboration.