Send Contact to Different Account
under review
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Craig Ostertag
One of my clients has 7 different locations. Therefore, our agency has 8 sub accounts for them (including a corporate account). Since we can't send contacts between the locations, HighLevel often dictates how I run their ad campaigns and website forms. I'd love to be able to run ads on their corporate account and send contacts to their appropriate sub account in a workflow.
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Suresh Babu Sakthi
under review
Under Review
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Suresh Babu Sakthi
Craig Ostertag Thanks for your idea, kindly let us know in specific terms what is the current limitation you are running into with your Ad campaigns?
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Craig Ostertag
Suresh Babu Sakthi: Thank you for looking into this. I really appreciate it! The limitation I'm experiencing is if we run an ad campaign on platforms such as TikTok (where it's not broken down into multiple subpages like Facebook does), we can only send their contact information into the client's corporate HighLevel account. However, we'd want that lead to go to the appropriate subaccount based on which store is closest to them so we can track our marketing campaigns better. It would also be good if we could send opportunity details associated with that contact.
Appologies for the delayed response. I never recieved an email you all marked it as " under review." I just checked my account and saw the notification.