How to Configure the Yext Online Listings Business Scan Report in GoHighLevel

This how-to guide explains how to configure the Yext Online Listings Business Scan report in GoHighLevel, step by step, so you can easily share local listing results with your contacts. While ClickUp is great for task management, you will use GoHighLevel and Yext together here to power a local business scan experience directly inside your CRM.

The Yext service checks a business’s presence across multiple online directories and generates a summary of issues and opportunities. Inside GoHighLevel, you can route this scan to your contacts, monitor who submitted the form, and review the results through the Yext dashboard.

Use this guide to connect your Yext account, enable the scan in the marketplace, and fully configure how contacts are created and tagged when a new business scan is submitted.

What the Yext Business Scan Does in GoHighLevel

The Yext Online Listings Business Scan inside GoHighLevel allows you to:

• Request a scan of a business’s listings across supported online directories
• Display scan results in a clean report format
• Log new submissions as contacts in your GoHighLevel account
• Assign tags automatically for easier segmentation and follow-up

All scanning and reporting is powered by a Yext subscription. GoHighLevel provides the interface to send scans and to match results with your contact records.

Prerequisites for Using Yext with GoHighLevel

Before you can send or receive a Yext Business Scan report through GoHighLevel, confirm the following:

• You have an active Yext account and subscription that supports Business Scan.
• You have access to the Agency View of your GoHighLevel account.
• You can access the Yext dashboard to view scan reports.

Once these prerequisites are in place, you can connect Yext and GoHighLevel so that scans are tied to your CRM records.

How to Connect Yext to GoHighLevel

First, you need to link your Yext account and your GoHighLevel agency account. This is done from the Yext interface.

Step 1: Select GoHighLevel Inside Yext

1. Log in to your Yext account.
2. Go to the section where you manage integrations for Business Scan.
3. From the list of available partners, choose GoHighLevel.

At this stage, Yext will show an option to connect with your GoHighLevel agency so the two platforms can share scan data.

Step 2: Choose the Agency Account

1. When prompted, select the appropriate Agency account that you want to connect to Yext.
2. Confirm the connection so Yext can send Business Scan details back to that GoHighLevel agency.

After this connection is confirmed, you can move into your CRM environment and turn on the Yext scan app.

Enable the Yext Business Scan App in GoHighLevel

Next, you must enable the Business Scan listing app from within the GoHighLevel marketplace. This ensures the Yext scan is available inside your account.

Step 3: Open the Marketplace in GoHighLevel

1. Log in to your GoHighLevel agency account.
2. Open the Marketplace from the main left-hand navigation.
3. Locate the option that manages Yext or Business Scan apps.

The marketplace is where you control which marketplace apps and integrations are active for your agency and sub-accounts.

Step 4: Enable the Business Scan Listing App

1. Inside the marketplace, locate the Yext Business Scan or Online Listings listing app.
2. Toggle the option to Enable Listing App.
3. Save your changes so the app becomes active across the configured sub-accounts.

With this enabled, your GoHighLevel system can receive new Business Scan submissions and process them as contacts.

Configure Yext Scan Settings in GoHighLevel

After the integration is enabled, you can set up how new scan submissions are handled in GoHighLevel. This includes whether to create a new contact, update an existing one, or simply tag the record for further automation.

Step 5: Decide How Contacts Are Created

When a new Yext Business Scan form is submitted, GoHighLevel can automatically create or update a contact. Configure the behavior with these options:

• Create Contact: Turn this on if you want every valid submission to become a new contact in your GoHighLevel account.
• Update Existing Contact: If the email or phone number already exists, the same record can be updated instead of creating a duplicate.

This ensures that all leads generated through the Yext scan form are captured in a consistent way within GoHighLevel.

Step 6: Assign Tags for Yext Scan Leads

To keep Yext leads organized, apply tags when a form submission is received. Within your GoHighLevel Yext configuration, you will typically see:

• Yext Lead Capture Tag ID: The tag applied to contacts captured via the scan form.
• Yext Lead Capture Form Name: The name of the form associated with lead capture, used to track submissions.

Use a standard naming convention for tags so you can easily trigger workflows or campaigns for all Business Scan leads. For example, you might assign tags like “Yext-Scan-Lead” or “Local-Listing-Scan”.

How to Access Yext Scan Reports from GoHighLevel

While GoHighLevel manages submissions and contact details, the full Business Scan report itself is viewed through Yext. Once the integration and listing app are active:

• Each scan submission will appear as a lead or contact in GoHighLevel.
• The detailed results of that scan are available in the Yext dashboard.
• You can then log in to Yext to review listings, issues, and opportunities for each scanned business.

This flow keeps your sales and marketing team inside GoHighLevel while using Yext for the in-depth listing analysis.

GoHighLevel and Yext Workflow Ideas

Combining Yext with GoHighLevel can create efficient workflows for local SEO and lead nurturing. Here are a few ideas:

• Trigger an automated email sequence for any contact tagged with a Yext scan tag.
• Notify your sales team inside GoHighLevel whenever a new scan is completed.
• Add scanned leads to a dedicated pipeline stage, such as “Yext Listing Audit”.
• Schedule follow-up tasks based on the severity of issues found in the Yext report.

By managing these flows in GoHighLevel, you can respond quickly to opportunities uncovered by the Business Scan.

Troubleshooting the Yext & GoHighLevel Integration

If you experience issues with the Business Scan flow, check the following areas:

• Confirm the Yext account is active and has access to the Business Scan feature.
• Verify that GoHighLevel is selected as the connected platform inside Yext.
• Check that the Enable Listing App toggle is turned on in the GoHighLevel marketplace.
• Make sure the tags and form name in GoHighLevel match your intended configuration.

If the problem persists, review the original documentation at this Yext Online Listings Business Scan report guide, or open a support ticket with your platform provider.

Next Steps with GoHighLevel

Once the Yext Business Scan is configured in GoHighLevel, you can expand your local SEO and lead generation efforts. Consider:

• Creating niche pipelines for different industries using GoHighLevel.
• Adding automated SMS or email follow-ups to convert more scan leads.
• Integrating other marketplace apps alongside Yext to deliver a full marketing stack.

For additional strategy resources on funnels, CRM automation, and local SEO, you can also visit Consultevo for more guidance.

By following the steps above, you will have a working Yext Online Listings Business Scan report integrated with GoHighLevel, enabling you to capture leads, track scans, and streamline your local listing audit process.

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