Changelog

Follow up on the latest improvements and updates.

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Overview
We’ve enhanced the Google Business Profile (GBP) integration to improve usability and make it easier to manage and discover business pages. These updates address common friction points during setup and page selection by providing clearer guidance when no pages are available and introducing more flexible search options. Overall, this ensures a smoother and more intuitive experience, especially for users managing multiple locations.
What’s new?
We’ve introduced improvements to the Google Business Profile (GBP) integration experience to make page selection and handling clearer and more flexible.
Enhancements
1. No Associated GBP Page Found – Improved Handling
When no GBP pages are linked to the connected Google account, users will now see a clearer and more informative empty state message, which helps users understand why no pages are visible.
2. Enhanced Search Capabilities
Users can now search and filter GBP pages using multiple fields:
- Page Name (existing and default)
- Store Code (new)
- Postal Code (new)
- Locality (new)
This improves discoverability, especially for accounts managing a large number of locations.
How to use it
Navigate to Google Business Profile integration
Use the search dropdown to select your preferred search field
Enter the search value to filter pages
If no pages are found, follow the guidance shown to connect the correct account
Why we built it
Previously, Users could only search using Page Name, for Users with franchise based naming, each page had the same name and it was really difficult to find the correct page to connect. Also, Empty states were unclear when no GBP pages were found
These enhancements improve usability, reduce friction during setup, and make it easier to manage large sets of business locations.
Preview:
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1. Overview
We’ve revamped the custom fields experience in Go HighLevel CRM to make it cleaner, more intuitive, and easier to navigate—without changing any existing functionality. This update focuses on improving usability, visibility, and efficiency for managing custom fields across different objects.
This is a major UI revamp designed to significantly enhance how users interact with custom fields on a day-to-day basis. By reducing friction and improving clarity, this update helps teams work faster, make fewer errors, and manage data more efficiently at scale. It’s a big step forward in delivering a smoother, more powerful CRM experience.
2. What’s new?
  • Improved UI design:
    a simplified and cleaner interface for better usability and faster navigation.
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  • Object-based view selection:
    easily switch between different object views (e.g., Contacts, Opportunities) using the top dropdown.
Custom Objects drop down
  • Live preview window:
    instantly see how a custom field will appear on the contact page, helping you configure fields with more confidence.
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  • New field icons:
    quickly identify unique and searchable fields with newly introduced visual indicators.
Unique key
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  • Column sorting:
    sort custom fields across all columns for better organization and quicker access.
What’s next?
  • Bulk deletion of custom fields:
    easily remove multiple fields at once to streamline field management.
  • New field types:
    expanding customization with additional field options, including: URL, date time picker, attach users, rich text editor, image support for radio buttons and checkboxes.
More improvements coming soon—this is just the beginning 🙌
What’s new?
You can now attach files from Media Storage directly inside supported workflow actions. Instead of re-uploading the same file or pasting media links by hand, you can now choose an existing asset or upload a new file when adding attachments to an SMS/MMS, voicemail, chat, and other supported workflow steps.
How it works
When you click Add Attachment, you’ll now see a modal with two options: Upload a file or Choose from Media Storage. After you select a file, the system checks the file type and size using the same validation rules already used by each action, then attaches the file to that workflow step. If you copy the action, the attached media carries over too.
How to use it
  • Open a media supported workflow action and click Add Attachment.
  • Choose Upload a file or Choose from Media Storage.
  • Select your file and save the action once validation passes.
Why we built it
Before this update, users had to manage assets outside the platform, repeatedly upload the same file, or copy and paste media URLs into each workflow action. This removes that extra work and makes it faster to reuse approved assets across workflows.
Simple use case example
  • A marketing agency can attach the same PDF guide from Media Storage to multiple Send Instagram DM actions without uploading it every time.
Additional Notes
  • Available in supported workflow actions that allow media attachments. Email action is not supported at launch and is currently a work in progress. It will be released very soon.
  • File type and size validation still applies based on the action, and the current upload validation behavior remains unchanged.
  • Unsupported file types or oversized files will show an inline error and cannot be inserted.
  • If an action is copied, its attached media will carry over. Existing workflows with previously uploaded media will continue to work as expected.
Preview
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In supported workflow actions, the attachment flow now includes Choose from Media Storage alongside Upload a file.
Kapture 2026-03-20 at 20
What’s new?
Math Operation now saves its result as an output custom variable, so you can use that value in the next workflow actions without first writing it to a custom field. You can also reference one Math Operation’s output inside another Math Operation. This makes it much easier to manipulate and use your math outputs.
How it works
When a Math Operation runs, its result is stored as that action’s output custom variable. In later steps, you can pick that output from the custom value picker and use it in other actions, including another Math Operation. If you also choose to update a field, the same result is written to that specific record field.
How to use it
  • Add a Math Operation step and configure your calculation.
  • Leave Update field empty to use the result as output only, or select a field to save it to the record too.
  • In the next action, choose the Math Operation output from the custom value picker.
Why we built it
Before this update, users often had to save a Math Operation result into a custom field or custom value just to use it again later in the workflow. This removes that extra step and gives you one consistent output to reference across following actions.
Simple Use Case
  • A fitness workflow calculates a member’s total sessions completed from a form value, then uses that output in a later step to decide which follow-up message to send.
Additional Notes
  • Math Operation output can now be reused in subsequent workflow actions. One Math Operation can reference the output of a previous Math Operation.
  • If the selected field type for a referenced Math Operation changes, any dependent Math Operation will be skipped until you review and update its configuration.
  • For older legacy Math Operation actions, users may see the output of the last executed legacy Math Operation until that action is opened and saved again.
Preview
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Math operation in the Custom Value Picker
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Ability to reference existing math operation results for further calculations
What’s new?
We added keyboard shortcuts to the standard workflow builder so you can build, edit, and navigate workflows faster with the keyboard. This includes shortcuts for node movement, selection, copy and paste, delete actions, zoom controls, panel access, and saving.
How it works
Inside the standard builder, shortcuts are grouped into 5 areas: Essential, Edit, View, Navigation, and Tools. Depending on the action, shortcuts work on the selected node, all actions from the selected node onward, or the current builder view.
How to use it
  • Open a workflow in the standard builder.
  • Select a node when needed, then use the matching shortcut.
  • Save your workflow and keep building without switching back to clicks.
Why we built it
Workflow building often involves the same actions again and again. These shortcuts cut down on repetitive clicks, speed up edits, and make it easier to work through larger workflows.
List of keyboard shortcuts
Edit
  • Move Selected Node(s) — ⌘ + X / Ctrl + X
  • Copy Selected Node(s) — ⌘ + C / Ctrl + C
  • Paste Node(s) — ⌘ + V / Ctrl + V
  • Copy All Actions From Selected Node Onward — ⌘ + Shift + C / Ctrl + Shift + C
  • Move All Actions From Selected Node Onward — ⌘ + Shift + X / Ctrl + Shift + X
View
  • Zoom in — +
  • Zoom out — -
  • Zoom to 100% — 0
  • Fit View — 1
Navigation
  • Select All Nodes — ⌘ + A / Ctrl + A
  • Select All Actions — ⌘ + Shift + A / Ctrl + Shift + A
  • Select All Triggers — ⌘ + ⌥ + A / Ctrl + Alt + A
  • Move to Next Node — ↓
  • Move to Previous Node — ↑
  • Move to Right Sibling Node — →
  • Move to Left Sibling Node — ←
  • Select Upstream Nodes — Shift + ↑
  • Select Downstream Nodes — Shift + ↓
Tools
  • Delete Selected Node(s) — Del
  • Delete All Actions From Selected Node Onward — ⌘ + Del / Ctrl + Del
  • Open Trigger Panel — Shift + Tab
  • Open Action Panel — Tab
  • Save Workflow — ⌘ + S / Ctrl + S
Additional notes
  • Some shortcuts only work after you select a node first.
  • Some shortcuts appear in more than one section because they are relevant in multiple workflow tasks.
Example of Keyboard shortcuts in use with key bindings
Kapture 2026-03-24 at 19
MM API is Meta's next-generation marketing solution built to enhance the customer experience and deliver the right message to more of the right people. Unlike Cloud API — which applies no delivery intelligence to marketing messages — MM API uses quality-based optimization to prioritize high-engagement sends, resulting in
up to +9% higher delivery rates
vs. Cloud API, validated by Meta's own A/B test across 12M+ messages.
Screenshot 2026-03-24 at 12
> Every marketing campaign your sub-accounts run on Cloud API today is missing delivery, conversion tracking, and creative capabilities that are only available on MM API. The upgrade takes minutes.
What's New vs. Cloud API
🚀 Optimization
  • Quality-Based Delivery:
    MM API factors message engagement signals into delivery decisions — prioritizing messages that are expected, relevant, and timely. Cloud API has no equivalent. Result: up to
    +9% higher delivery
    for high-engagement messages.
  • Automated Creative Optimizations
    (Pilot):
    Meta automatically enhances the visual appeal of marketing templates — including image animation and filtering — to improve performance without any manual effort.
Step_3
📱 Richer Message Formats
  • Animated GIF Headers:
    Send GIF media in message template headers. Not supported on Cloud API.
  • Android App Deep Links:
    Send links that directly open your app on a customer's phone. Not supported on Cloud API.
  • All existing formats supported:
    Media, carousel, product catalog, flow, interactive list, interactive reply, and more — everything Cloud API supports, plus the above.
📊 Measurement & Guidance
  • Tailored Recommendations:
    Receive evidence-based suggestions to improve future campaign performance. Exclusive to MM API.
  • Cost Metrics:
    Spend per Template, Cost per Click, and Cost per Delivery — available on both MM API and Cloud API.
  • Basic Metrics:
    Sent, Delivered, Read, Clicked, Errors — available on both.
⚙️ Onboarding & Technical
  • Existing phone numbers and MM templates work as-is
    — no re-creation needed.
  • Coexistence supported
    — WhatsApp Business App users can be onboarded without disruption.
How to Activate
  1. In the sub-account, go to
    Settings → WhatsApp
    . A banner prompting MM Lite activation will appear.
  2. Click
    Enable MM Lite
    — this redirects to the WhatsApp account interface.
  3. Navigate to the
    Requests
    tab and click
    Respond
    .
  4. A prompt to improve ROI with Marketing Messages API will appear — click
    Continue
    .
  5. On the
    "Review LeadConnector's access request"
    screen, confirm the permissions and click
    Finish
    .
Step_1
All existing templates, workflows, and campaigns continue running without interruption.
Why This Matters
Meta is drawing a clear line: Cloud API remains available but receives no new marketing capabilities. Every feature on this list — conversion tracking, benchmarks, GIFs, deep links, creative optimizations, extended TTL — is exclusive to MM API and will stay that way.
Sub-accounts that activate MM Lite today will:
  • Deliver more messages to the right people without increasing send volume
  • Track the full conversion funnel from WhatsApp message to purchase
  • Access creative and format capabilities their competitors on Cloud API don't have
  • Benefit from Meta's ongoing investment in the MM API endpoint
This is the future of WhatsApp marketing on HighLevel. Activate it now.
\
A/B test conducted with ~12M delivered marketing messages by advertisers in India, Jan 1–31, 2025. Compared MM API optimized delivery to standard Cloud API delivery for high-engagement messages only. Analysis: t-test at 95% confidence level.
Resources
We’re excited to introduce Cards on File for Contacts 💳 on the mobile app. You can now securely save and manage customer cards directly from a contact’s Payments section.
🚀
What’s new
  • Save cards directly from contacts
    : Add and store a customer’s card within their contact profile for future transactions.
  • Remove cards easily
    : Manage stored cards by removing them with a simple swipe action when they are no longer needed.
👷‍♂️
How to use this feature
Add a card on file
  1. Open the mobile app and navigate to the Contacts section.
  2. Select a Contact.
  3. Go to the Transactions tab.
  4. Tap the floating action button (+).
  5. Select Manage Cards on File.
  6. Enter the card details and save the card to the contact.
Use a saved card for payment
  • When creating a transaction, invoice, estimate, or in-person charge linked to the contact, the saved cards will appear as available payment methods.
Remove a saved card
  1. Open Manage Cards on File for the contact.
  2. Swipe left on the card you want to remove.
  3. Tap Remove.
  4. Confirm the action when prompted.
How this helps your business
  • Speed up checkout
    : Charge returning customers without re-entering their card details.
  • Centralise payment methods
    : Keep customer payment details organised directly within the contact record.
  • Improve customer experience
    : Make repeat payments smoother and faster.
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We’re excited to introduce Payment Plans for Estimates 💳. You can now offer customers more flexibility by splitting estimate payments into scheduled installments, making it easier to close larger deals and give customers clearer payment expectations from the start.
🚀
What’s new
  • Add payment schedules to estimates
    : Break the total estimate amount into multiple payments instead of requiring the full amount upfront.
  • Deposit-based estimates
    : Configure the first payment as a deposit that is collected when the estimate is accepted.
  • Flexible scheduling options
    : Set subsequent payments using custom due dates or regular intervals (for example weekly).
  • Percentage-based plans
    : Use the percentage toggle to easily split payments as portions of the total estimate.
👷‍♂️
How to use this feature
Create a payment schedule for an estimate
  1. Navigate to the Estimates section and create a New Estimate.
  2. Add products or services to the estimate.
  3. Navigate to the review section.
  4. Select the option to configure a Payment Plan.
Configure the first payment
  1. Choose when the first payment should occur:
  • Upon Estimate Acceptance (used as the deposit), or
  • Custom Date
  1. Enter the payment amount or percentage for the first payment.
Set up the remaining payments
  1. Choose how subsequent payments should be scheduled:
  • Custom Date for manual due dates, or
  • Regular interval (e.g., weekly).
  1. Add additional payments using Add Payment and define the amount and schedule.
Review and save
  1. Check the Total and Remaining percentages to ensure the full estimate amount is covered.
  2. Tap Save to add the schedule to the estimate.
How this helps your business
  • Increase estimate approvals
    : Flexible payment options make it easier for customers to commit.
  • Support larger deals
    : Break bigger purchases into manageable instalments.
  • Improve transparency
    : Customers see exactly how and when payments will occur.
  • Reduce negotiation friction
    : Offer built-in payment flexibility directly in the estimate.
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We’re excited to share an upgrade that keeps you in flow ⚡: you can now access a dedicated Payments tab directly inside Contacts and Opportunities on the mobile app. Create invoices/estimates, charge customers, manage cards on file, and review payment activity — all without leaving the record you’re working on.
🚀
What’s new
  • Payments tab inside Contacts
    : A new Payments tab on the Contact detail screen to view and manage everything tied to that contact.
  • Quick actions (Contacts)
    : Charge Now (POS), New Invoice, New Estimate, Manage Cards on File — right from the contact.
  • More customer context (Contacts)
    : See Customer Lifetime Value and Customer Start Date up front.
  • Payments tab inside Opportunities
    : A new Payments tab on the Opportunity detail screen to track activity linked to the opportunity.
  • Quick actions (Opportunities)
    : Create a New Invoice or New Estimate directly from the opportunity.
  • Easy filtering
    : Use filter chips to switch between payment types (e.g., Transactions / Invoices / Estimates / Subscriptions where applicable).
👷‍♂️
How to use this feature
From a Contact
  1. Open a Contact → tap the Payments tab.
  2. Tap Actions → choose Charge Now, New Invoice, New Estimate, or Manage Cards on File.
  3. Use the filter chips to browse Transactions / Invoices / Estimates / Subscriptions.
From an Opportunity
  1. Open an Opportunity → tap the Payments tab.
  2. Tap New Invoice or New Estimate (auto-linked to the opportunity).
  3. Review linked payment activity and statuses right inside the tab.
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We’re excited to introduce a new way to enhance your invoices and estimates with supporting files. 📎 You can now attach supporting files from mobile while creating invoices or estimates using Media Storage, your camera, gallery, or local files. This makes it easier to provide context, share documentation, and deliver more professional payment requests.
🚀
What’s new
  • Attach files to invoices and estimates: Add supporting documents directly while creating or editing invoices and estimates from the mobile app.
  • Multiple file sources: Choose attachments from Media Storage, your camera, your gallery, or local files.
  • Streamlined workflow: Add attachments without leaving your current flow or switching between tools.
👷‍♂️ How to use this feature
  1. Navigate to the Invoices or Estimates section and create a New Invoice or Estimate.
  2. Scroll to the Attachments section.
  3. Tap Add Attachment.
  4. Choose your file source:
  • 📁 Media Storage
  • 📷 Camera
  • 🖼️ Gallery
  • 📄 Files (local device storage)
  1. Select or capture your file (PNG, CSV, or PDF).
  2. The file will appear in the Attachments section with its file type and name.
Manage attachments before sending
  1. Tap an attachment to open the options overlay.
  2. Select Delete to remove it from the draft if needed.
  3. Review all attachments before sending your invoice or estimate.
⚠️ Limits to keep in mind
  • Up to 10 files per invoice or estimate
  • Total attachment size limit: 20 MB per document
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