Its will be grate have a integration with whatsapp like SMS, to talk to uor clients!
[Workflow] Copy Workflow to other Locations
Ability to copy workflows to other locations.
[Workflow] Copy contact to other location
Copy contact/lead to another sub-account(location)
Add "Page Visited Trigger" in Workflows.
This would allow us to use the Facebook Conversions API to send Page View data back to Facebook, which would allow us to retarget people who don't submit our forms, even if they're iOS users. HIGHLVL-I-3797
[Workflows] "Task completed" trigger
Should trigger when a task status changes to completed
Allow Inbound Webhook Triggers to Identify a Contact by their ID.
There is a conflict between the way that the new Inbound Webhook Triggers identify contacts and the Allow Duplicate Contacts setting. I'm trying to allow a contact to receive multiple "Estimates" on a "Ticket" before assigning the opportunity to the user whose estimate was accepted. A contact can have multiple tickets and can receive multiple estimates on each ticket before the opportunity is assigned. Because there's no way to put one contact into the same workflow, I have to use the Allow Duplicate Contacts setting to allow multiple tickets. Then, updating an Opportunity becomes impossible because I can't select the Opportunity associated with the correct Contact. There are two (real) (maybe three) ways to fix this: Allow the Inbound Webhook Trigger to identify the contact by their ID. Create an Array type of Custom Field (or "Custom Objects") https://highlevel.canny.io/crm/p/custom-objects Create Custom Fields on Opportunities (not recommended)* I think that allowing a contactId parameter on the Inbound Webhook Trigger itself would be the easiest and most intuitive way to do it. https://www.loom.com/share/404789dffc754ee587990aba2e387a30 * by allowing Multiple Opportunities, you can create one Opportunity per "Estimate" and then sort the ticket out manually, but this eliminates the potential for automation, since Workflows operate on Contacts, not Opportunities. It will also select an arbitrary contact each time, which creates further confusion, eliminating the potential for a Contact to have multiple Tickets with Estimates.
Integrate Proposals/Estimates into Workflows
Need triggering events, as well as access to fields throughout commands incl math, email, conditional logic, pipelines, etc. Seems should be able to (upon receiving signed copy) autogenerate an invoice.
Email Automation Builder
Make campaign email builder available in automations emails Please make the email builder inside automations the same as the email builder for campaigns Why is the email builder inside automations so basic ? Why not just have the same abilities and features that we have with the campaign email builder Every other email marketing tool pretty much has the same email builder inside their automations and campaigns
Assigning leads to a role, rather than "user"
This was sent to me from a current client in one of our sub accounts: "Instead of the assigned user being a person on our staff. I would prefer it to be a role--something like, “Sales Person”, or “Studio manager”, or “Head trainer”. And then I want to be able to assign my staff to roles. So when my Studio manager leaves, I don’t have to go into EVERY automation and opportunity to update the assigned user. I just change the person assigned to that role, and all assigned users in automations and existing opportunities gets updated automatically to the new person. I am going through this right now as our Studio manager at RR is leaving and we have a new one. I have spent HOURS today updating everything. When it really should have been as simple is changing the person assigned to that role."