Changelog
Follow up on the latest improvements and updates.
RSS
improved
Invoicing
Invoices: Auto-payment Now Enabled by Default
What’s New?
Autopayment is now enabled by default for invoices with payment schedules and recurring invoices sent from the dashboard. No more need to manually toggle it on every time.
How to Use?
- Create an invoice with a payment schedule or recurring setup as usual

- Auto-payment will be automatically enabled in the send modal
- You can still turn it off anytime before sending the invoice
Why We Built This?
- Earlier, users had to manually enable autopayment each time, leading to missed collections. This update ensures timely payments, reduces manual effort, and improves collection reliability.
new
Opportunities and Pipelines
Custom Objects
Companies
Associate Companies with Custom Objects & Opportunities
You can now link companies directly to both custom objects and opportunities, making relationship mapping far more flexible and powerful across your CRM.
👀 What’s New
- Associate companies with custom objects
- Associate companies with opportunities

- View and manage these relationships directly within record views

- View associated records directly in list views

- Supports one-to-one, one-to-many, and many-to-many relationships
Why this matters
- Build richer data relationships beyond contacts-only associations
- Get better context across opportunities, companies, and custom workflows
- Enable more accurate reporting and segmentation
How to use
- Go to Object > Companies > Associations
- Click on "Create association" to build associations between multiple objects

- Open any custom object or opportunity record
- Navigate to the Associations section

- Select Add Company and choose the relevant company

- Manage or update associations anytime from the same panel



This feature is currently available on Labs > Subaccount.

improved
Opportunities and Pipelines
Opportunities – Smart Tags Limit Increased to 60
Managing Smart Tags just got more flexible.
What’s New
- Increased Smart Tags limit to 60 tags
- Based directly on recent customer feedback
- Available across all sub-accounts
How to Use
- Go to Opportunities
- Add or manage Smart Tags as usual
- You can now assign up to 60 Smart Tags
Why This Matters
- More flexibility in organizing opportunities
- Reduces the need to reuse or compromise on tagging
What’s Next
- Snapshot support for Smart Tags
new
Site Analytics
Filters in Analytics for Funnels, Websites, and Webinars!
✨ Overview
You can now filter analytics across Funnels, Websites, and Webinars to focus on the data that matters most.
With the new filtering experience, you can narrow results using available dimensions like country, channel, page title, referrer, and more. This makes it easier to explore performance, compare segments, and uncover insights without exporting data or reviewing everything at a high level.
🆕 What’s new
- Apply filters across Funnel, Website, and Webinar analytics
- Use one or multiple filters together to refine results
- View updated charts and metrics based on your selected filters
- Remove individual filters or clear all filters quickly
- See active filters displayed directly in the analytics view
🔍 How to access
- Go to Sites > Analytics.
- From there, choose whether you want to view Funnels, Websites, or Webinars, select the asset you want to analyze, then click Advanced filter to add one or more filters.


🎯 Why it matters
- This update gives you more control over your analytics, helping you answer questions like:
- Which countries are driving the best results?
- How is a specific page performing?
- What traffic sources are converting better?
- Instead of only viewing overall totals, you can now break down performance and analyze specific segments more easily.
💡 Example use cases
- View funnel performance for visitors from a specific country
- Analyze website traffic from a certain source or channel
- Review webinar analytics for a more targeted audience segment
new
CRM
Opportunities and Pipelines
Opportunities – Sort by Custom Fields
🚀 Overview
You can now sort Opportunities using custom fields. Organize your pipeline based on the data that actually matters to your business.
✨ What’s New
- Sort Opportunities using custom fields
- Supported field types: Single Line, Multi Line Text, Dropdown (Single Select), Radio Select, Number, Monetary, Phone, Date
- Works with existing sort functionality
- Available across all pipelines and views
👷 How It Works
- Go to Opportunities
- Click on Sort

- Select a custom field

- Choose ascending or descending
- Opportunities reorder instantly
⭐ Why It Matters
- Prioritize deals based on your own data
- Reduce manual effort in pipeline management
- Get better visibility into key deal attributes
- Move beyond default-field limitations
new
improved
Funnels and Websites
E-Commerce Stores
Enhanced Meta Pixel Tracking for Funnel and Website Builder!
✨ Overview
We’ve improved Meta Pixel tracking to make event tracking more accurate and reliable across supported pages and checkout experiences.
With this update, standard Meta events can now be tracked through both the browser pixel and Meta’s Conversions API (CAPI). This helps reduce duplicate tracking, improve attribution, and give you more reliable conversion data.
🆕 What’s new
- You can now track key customer actions, including landing on a page (PageView), viewing products or offers (ViewContent), starting checkout (InitiateCheckout), adding payment details (AddPaymentInfo), and completing a purchase (Purchase).
- Tracking now works through both the Browser Pixel and Server-Side API (CAPI) for more reliable reporting.
- PageView events are captured on every page load. ViewContent events are now exclusively captured on store product-listing, product-detail, or offer pages.
- Duplicate events are better controlled on single-page funnel experiences; clicking scroll-to-section or anchor links does not trigger extra PageView or ViewContent events.
- We now track when a customer starts checkout (InitiateCheckout in 1/2 step order forms and cart checkout buttons) and when they enter payment details (AddPaymentInfo on make payment buttons). The InitiateCheckout event also sends additional comprehensive order details.
- Purchase events fired on order confirmation, upsell, or thank you elements now send comprehensive order details (value, currency, product/funnel content IDs) and hashed user data (SHA256 hashed email, first name, last name, and phone number). They also use actual order IDs (joined if multiple exist) instead of random event IDs for exact attribution.
🎯 Why it matters
- You get more reliable Meta tracking across more parts of the customer journey
- Browser and server events now work together more effectively, helping reduce duplicate reporting
- Better checkout and purchase tracking gives you clearer conversion data for campaign optimization
💡 Example use cases
- Track page visits across all funnels and websites, and specific content views for products and offers.
- Measure when a customer starts checkout, adds payment details, or completes a purchase.
- Improve Meta attribution with stronger deduplication and exact order-based event IDs.
⚠️ Important
For best results, add events from the Events tab only. Adding events in both the Events tab and through settings (via custom scripts) simultaneously will produce inconsistent tracking results.





improved
fixed
Conversations
Conversations Usability Improvements
Overview:
We have introduced a set of usability improvements to the New Conversations UI to reduce friction during active conversations, especially calls, so you can update contact details, switch channels, and navigate the interface more efficiently.
👀
What’s New?
1. Update Contact Details While Viewing Call Transcripts:
Previously, viewing a call transcript overlaid the contact details right panel, preventing users from updating information during a call. Now, transcripts open in the center panel - allowing you to view transcripts and update contact details simultaneously without losing context.

2. Send Emails Instantly During Calls Without Refreshing
: Earlier, when a contact shared their email id during a call, updating the email field did not enable the email channel in the composer unless the page was refreshed - disconnecting the call. The composer now updates in real time, allowing you to continue the call and send emails without interruption.3. Call Option Restored in New Conversation Flow
: When starting a conversation using the “Create New Conversation” button, the call option was missing from the center panel. This has now been restored, enabling seamless call initiation from new conversations.4. Improved Translations & Better Handling of Longer Text
: Previously, some parts of the page were not fully translated, and longer text in certain languages caused UI breakages. We’ve added the missing translations and improved text handling with truncation and tooltips -ensuring a consistent, fully translated, and stable UI across languages.

new
Forms
Conversations
Access Form Submissions in Conversations
Feature Overview
Users can now easily access and review form submissions directly within the Conversations section, improving visibility and response workflows.
What’s New
• Form Submissions Embedded in Conversations
Form responses are now automatically attached to the relevant conversation thread.
Enables quicker context without switching tabs.
• Unified View of Contact Interactions
View messages, form submissions, and interaction history in one place.
Reduces the need to navigate across multiple sections.
• Improved Lead Context for Faster Follow-ups
Instantly see what a lead submitted before replying.
Helps personalize communication and improve conversion rates.
How It Works
Navigate to Conversations.
Open a conversation tied to a contact who submitted a form.
Locate the form submission card/message within the thread.
Click to expand and view full submission details.
Key Notes
Works for forms created within HighLevel.
Submissions appear automatically when tied to a contact/conversation.
Visibility depends on proper form-to-contact association.
Impact
Faster response times
Better context for sales/support teams
Streamline




d communication workflows


new
Payments
Product Price & Variant Level Coupons
What’s New?
Businesses can now apply coupons at a more granular level by targeting specific prices or variants within a product, instead of being limited to applying coupons to entire products. This enhancement gives greater flexibility in running targeted promotions and ensures coupons are applied exactly where intended.
Price & Variant Level Targeting
- Coupons can now be configured to apply to: Entire products (existing behavior), or Specific prices or variants within a product
- When selecting products during coupon creation: A nested selection view allows you to choose: All prices/variants under a product, or Individual prices or variants
- Selecting a product automatically includes: All current and future prices/variants
- Applies to both: New coupons and Existing coupons (via Edit)
- This removes the need for workarounds like duplicating products or removing variants for targeted discounts.
Checkout Behavior Updated
All supported checkouts now respect the updated coupon logic, including:
- Funnels
- Forms
- Ecommerce / Store
- Payment Links
- Calendars
Coupons will only apply if the selected price or variant matches the configuration.
Existing subscriptions and past transactions will continue using the older coupon logic to maintain backward compatibility.
Workflow Trigger Enhancements
Workflow triggers have been updated to support this new level of granularity.
For triggers like: Coupon Code Applied and Coupon Code Redeemed - You can now filter based on: Product → Price / Variant (dependent filters)
How this works:
- You must first select the Product
- Then, the system dynamically enables: Relevant Prices or Variants under that product
- These are dependent filters, meaning: Price/Variant filters are only available after product selection
- This allows workflows such as: Triggering actions only when a specific variant is purchased with a coupon
- Targeting automation based on pricing tier-level discounts
Backward Compatibility
- Existing coupons continue to work as-is
- Existing subscriptions / recurring payments and their future transactions are not affected
- New logic applies only to: Newly created coupons, Updated coupons and Future Orders
Where Can I Find This?
- Payments → Coupons → Create / Edit Coupon → Select products → choose prices or variants within them
- Automation → Workflows → Coupon Triggers (Apply product-based filters, then refine using price/variant filters
What’s Next?
- Configuring and generating single use coupons from the UI & Workflow actions.
- Buy X Get Y coupons
Visuals
Configuring Coupons with Product Prices / Variants -


Checkout Sample-


Workflow Triggers -


new
improved
Forms
Surveys
New Image Layout Controls in Forms & Surveys
Overview
We’ve added new image layout controls in Forms & Surveys to give you more control over how images appear inside your forms and surveys.
This update introduces new image layout options, new styling controls for center image layouts, a focal point selector for fixed image layouts, and slide-level image layout controls in surveys. These improvements help create cleaner, more polished experiences with better control over image placement and spacing.
✨ What’s New
- Four new image layout options:You can now use four new image layouts in Forms & Surveys:Left Center, Right Center, Left Fixed or Right Fixed. These new layouts give you more flexibility in how images are displayed alongside form fields and survey content.
- Image Corner Radius for Left Center and Right Center layouts:Users can now adjust the corner radius of images in Left Center and Right Center layouts for better visual styling.
- Image-Field Spacing for Left Center and Right Center layouts:Users can now control the spacing between the image and the form fields in Left Center and Right Center layouts.
- Focal Point for Left Fixed and Right Fixed layouts: A new Focal Point setting is now available for Left Fixed and Right Fixed layouts. Users can click on the image and choose which area should remain in focus, helping images display better across different aspect ratios.
- Survey slide-level image layout customization:By default, all survey slides use the main survey image layout. Users can now override this at the slide level and apply a different image layout or image for an individual slide.This slide-level image layout control is currently available for Surveys only.
📌
Note:
- Image Corner Radius and Image-Field Spacing apply only to Left Center and Right Center layouts.
- These settings are not available for Top layout.
- Left Fixed and Right Fixed layouts do not use image corner radius and continue using the existing form radius setting.
🚀 How to Access These Changes
Forms
- Go to Sites > Open Forms
- Create or edit a form. In the builder, open the Styles tab from the right panel
- Under Layout, turn on Show Image
- Upload or select your image
- Choose an option under Image Layout
- Based on the selected layout:
- Use Image Corner Radius and Image-Field Spacing for Left Center and Right Center
- Use Focal Point for Left Fixed and Right Fixed
Surveys
- Go to Sites > Surveys
- Create or edit a survey
- To add an image, use the same image layout settings available in forms
- To apply a different image or layout to a specific slide, open that slide’s Settings
- Under Image Layout Settings, choose Independent
💡 Why It Matters
- More layout control:Adjust spacing and image styling more easily.
- Better image visibility:Keep the important part of the image in focus in fixed layouts.
- More flexible survey design:Customize individual survey slides without changing the full survey layout.
- Cleaner final result:Build forms and surveys that look more polished and better aligned with your design.


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