Data Panda brings your HighLevel sub-accounts, contacts, opportunities, conversations and payments together with the data from the rest of your business. From one place, we turn it into dashboards, automations, AI workflows and custom apps your team uses every day.
HighLevel was founded in 2018 by Shaun Clark, Varun Vairavan and Robin Alex, is privately held, and is built specifically for marketing agencies that resell a CRM and marketing stack to their own clients. The agency sits at the top, every client they serve gets a sub-account (the platform calls it a location), and the whole thing can be skinned with the agency's branding. Inside a sub-account you find a CRM with contacts and opportunities, sales pipelines, funnel and landing-page builders, calendar booking, two-way SMS and email, social and chat conversations, online courses, payments, reputation management and a workflow engine that ties them together.
The reason to pull HighLevel into a warehouse is that the platform holds an unusual shape of data. An agency does not just have one pipeline and one contact list, it has dozens or hundreds of them, one per client, each with its own funnel performance, message volume, calendar bookings and Stripe payouts. Roll those up and you can answer the questions an agency lives or dies on: which sub-accounts are profitable to keep, which clients churn out of the white-label tier within ninety days, which funnel template converts across verticals, and where the agency's own MRR is leaking when a sub-account stops getting touched.
Every client sub-account rolled up next to its own funnel performance, messaging volume and the agency MRR it pays.
Keep HighLevel, the agency CRM and finance in step without rekeying client data.
Train AI on which funnels, messages and pipelines convert at sub-account level.
Internal tools for agency leadership, account managers and finance.
A list of concrete reports, automations and AI features we have built on HighLevel data. Pick the one that matches your situation.
Which sub-accounts are losing the agency money?
HighLevel sub-account, billing tier and platform usage joined to the actual revenue the client pays the agency. Surfaces the locations where SMS volume, AI minutes or rebill phone usage eats more than the client invoice covers, per account manager and per cohort.
Which funnel template should we reuse for the next plumber client?
Funnel template, vertical tag and conversion-to-booked-call ratio across every sub-account that ever ran it. Tells the agency builder which template to clone for the next client in the same trade, instead of starting from a blank workflow.
Where is a sub-account about to churn?
Drop in workflow runs, conversation volume and pipeline activity over the last fourteen days, scored per sub-account. Lets the account manager step in before the cancel email, with the specific signal (no new contacts, dead calendar, unread messages) that triggered the alert.
Platform cost (HighLevel agency tier, rebill phone, SMS, AI minutes) priced against the revenue each sub-account brings in. Finance can see contribution margin per client, the cohort that pays the white-label fee back inside three months, and the segment where the agency is subsidising tooling for clients that never grow.
Sub-account opportunities, pipeline stage and closed-won pulled into one view across every client. Agency leadership stops asking each account manager for their HighLevel screenshot and starts working from a single picture of new business per vertical, per source and per builder.
Workflow runs, calendar bookings, conversation volume and review activity per sub-account in one picture. RevOps spots the locations where automations have silently broken, the calendars no one is filling, and the SMS numbers about to hit a carrier deliverability wall.
HighLevel order, invoice and payment events from every sub-account land next to the matching Stripe charge, refund and payout. Finance closes the month with one view that ties client-level transactions to the agency's Stripe deposits, instead of exporting CSVs from each location.
Each new HighLevel sub-account lands as the matching deal and company on the agency's HubSpot CRM, with usage signals (workflow runs, conversation volume, payment volume) mirrored on the deal. The agency runs new business and renewal forecasting in HubSpot while the work happens in HighLevel.
When a sub-account drops below the agency's activity threshold, when an SMS number hits a deliverability flag, or when a workflow stops firing, the alert lands in the right account-manager Slack channel with the sub-account, signal type and time window attached.
Recurring agency invoices per sub-account and one-off charges from HighLevel post into Exact Online with the right cost centre and VAT code. The agency books revenue per client without retyping invoice lines from the HighLevel admin into the accounting tool.
Sub-account calendar bookings from HighLevel sit next to Calendly meetings the agency books with its own prospects. Account managers see the full booking pattern (client-side calendar fill plus agency sales calls) without flipping between two tools.
New sub-accounts, churn-risk signals and overdue conversation backlogs from HighLevel create the matching task on monday.com, routed to the right account manager with a due date. Project boards reflect the actual state of every client without weekly status meetings.
End-customer chats inside HighLevel sub-accounts and Intercom support conversations on the agency's own product land in the same warehouse. Support reads one history per person across both surfaces, and the agency spots when a sub-account chat trail predicts an inbound support ticket.
You keep the reporting tool you already have. We connect it to the warehouse where your HighLevel data lives.
OAuth authentication. Read-only by default. We sign a DPA and your admin keeps the keys.
Data flows into your warehouse on your schedule. Near real time or nightly, your call. You own the data.
We build the first dashboard, workflow or AI feature with you, then hand over the keys. Or we stay on for ongoing delivery.
We set up the foundation. Your team builds on top.
Best fit Teams that already have a BI analyst or data engineer and want to own the build.
We build the whole thing, end to end.
Best fit Teams without in-house BI or dev capacity. You tell us what you need and we deliver it.
You do. It lands in your warehouse, on your cloud account. We don't resell or aggregate it. If you stop working with us, the warehouse stays yours and keeps running.
Near real time for most operational systems. For heavier sources we schedule hourly or nightly. You pick based on what the reports need.
No. If you don't have one, we help you pick one and set it up as part of the first delivery. Common starting points are Snowflake, Microsoft Fabric, or a small Postgres start.
HighLevel calls the top-level entity an agency and the per-client workspace a sub-account (formerly location). We land each layer as its own table, with sub-account id propagated onto every contact, opportunity, conversation and payment row. Joins by sub-account roll up cleanly into per-client and per-cohort views without losing the agency identity.
We pull from API V2 against the developer marketplace endpoints, since V1 reached end-of-support at the end of 2025. Webhooks are also wired through V2, so contact, opportunity, conversation and payment events stream in as the platform emits them, instead of waiting for the next batch poll.
We review your HighLevel setup and the systems around it. Together we pick the first thing worth building.