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Marketing agencies manage multiple client businesses. Each business needs its own connections to Meta Ads and GoHighLevel so campaign performance and pipeline KPIs are tracked separately. Use the five-step Add a business wizard once per client. You can return to it anytime from All Accounts to onboard additional businesses.

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The five steps

1

Welcome

Review what the wizard will set up.
2

Add business

Create the client (business) record.
3

Connect Facebook

Link Meta Ads and import recent ad data.
4

Connect GoHighLevel

Link the GHL location and sync leads and pipelines.
5

All done

Confirm the setup and jump to All Accounts.

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Step 1: Welcome

The wizard introduces what’s about to happen:
Let’s get you set up with your first account. Follow the steps below: add your first business, connect Facebook, then GoHighLevel. You can sync data at each step.
Select Get started to begin.

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Step 2: Add your first business

Create the client (business) account that will own its ad and CRM data.
FieldRequiredNotes
Business nameYesThe client’s brand or company name (for example, SMB Funds).
Client nameYesThe primary contact at that business (for example, Thomas Richardson).
Select Create business to continue.
Create one business per client brand. If a client runs multiple brands with separate Meta or GHL accounts, add each as its own business so KPIs stay isolated.

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Step 3: Connect Facebook

Connect the client’s Facebook account to pull campaigns and insights from Meta Ads Manager.
  1. In the Facebook card (shown as Not connected), select Connect Facebook.
  2. Sign in to Facebook and approve access to the ad accounts you manage for this client.
  3. Once connected, use Sync last 10 days under Manual sync to import recent ad data.
A background sync runs automatically and will import more data within the next few hours. The initial connection imports up to the last 30 days of activity.
Make sure you’re signed into Facebook with an account that has access to the client’s ad accounts and pages. Connecting the wrong personal profile will return empty campaign data.
Select Next when the sync is in progress.

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Step 4: Connect GoHighLevel

Link the client’s GoHighLevel location to sync leads, pipelines, and reporting.
  1. In the GoHighLevel card (shown as Not connected), select Connect.
  2. Authorise access and pick the Location that belongs to this client.
  3. Use Sync last 10 days under Manual sync to import recent GHL data.
Like Facebook, a background sync runs automatically afterwards to backfill more history within a few hours.
Each business should point to exactly one GHL location. If a client has multiple locations, create separate businesses so contact and pipeline KPIs don’t mix.
Select Next to finish.

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Step 5: All done

You’ll see an All done! confirmation:
You’re set up. Go to All Accounts to manage your businesses and settings.
Select Go to all accounts to land in the workspace, where you can:
  • Add another business and repeat this wizard.
  • Open an existing business to view its KPI dashboard.
  • Manage Meta Ads and GHL connections per business in settings.

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What gets tracked per business

After both connections are live, each business reports its own KPIs, including:
  • Meta Ads — spend, impressions, clicks, CTR, CPC, CPA, and ROAS per campaign and ad set.
  • GoHighLevel — new contacts, pipeline stages, conversion rate, and revenue attributed to synced campaigns.
KPIs are isolated per business so each client’s reporting stays clean — even when you manage dozens of accounts from the same workspace.

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Next steps

Create your account

Finish the agency-level sign-up wizard before adding businesses.

Invite teammates

Bring account managers into the workspace once businesses are set up.