Changelog
Follow up on the latest improvements and updates.
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new
improved
External Tracking Script
Enhanced Form Tracking & Custom Field Capture
🚀 Overview
Form tracking now captures more than just name and email.
External Tracking has been enhanced to detect, capture, and map custom fields from both HighLevel forms and standard HTML forms, with improved field-level accuracy.
✨ What’s New: Custom Field Capture
You can now capture a wide range of custom field types, including:
- Single-line & multi-line text fields
- Dropdowns (single & multi-select)
- Checkboxes & radio buttons
- Ratings & scores
- Number, monetary & date picker fields
- File uploads & signatures (metadata only)
- Source, captcha & boolean fields
Fields are captured only when they:
- Are visible on the form
- Have a valid name attribute
🔁 Smarter Field Mapping
Custom fields are mapped using a consistent priority order:
- Field name matches a GHL property or custom field key
- Field label matches a GHL display name
- Field name matches label text (case-insensitive)
If no match is found, the field is stored as unmapped_field, making it easy to identify and correct mapping issues.
🏷️ Better Data Handling
Captured fields are stored with awareness of their data type:
- Text, number, and choice-based fields
- Single-select vs multi-select values
- Metadata-only handling for file uploads and signatures
This ensures consistent and reliable usage of field data across downstream workflows.
⚠️ Important Notes
- Hidden or disabled fields are not captured (unless explicitly configured)
- Third-party widgets or iframe-based inputs are supported only if the value is visible in the DOM and has a name attribute
- File uploads and signatures capture metadata only — files are not stored
new
improved
SaaS Mode
Improved Labs Controls: Better Visibility, More Flexibility 🧪
We’ve made it easier to discover and manage experimental features in Labs, with clearer controls and better flexibility for agencies.
✅
What’s New
- Visibility and enablement are now separate:You can choose whether a Labs feature is shown to a sub-account and whether it’s enabled—independently.
- Default visibility for new Labs features:Decide whether new experimental features should appear automatically for your sub-accounts or stay hidden by default.
- Location-level control:Override visibility and activation settings for individual sub-accounts when needed.
🏷️
Plan Availability
- Unlimited & Pro plans:
- Full control over Labs feature visibility and enablement
- Manage defaults and per-location settings
- Starter plan:
- Labs features remain visible by default
- Visibility controls are not available
💡
Why This Matters
These updates help you:
- Discover new Labs features more easily
- Roll out experiments at your own pace
- Give teams access without forcing activation
- Provide faster feedback on early-stage releases
Labs just got smarter - so you can experiment with confidence!
🚀
new
improved
Documents & Contracts
Documents & Contracts: Assign fillable fields Dynamically from Workflows
What’s New?
You can now assign fillable fields in Documents & Contracts templates dynamically to the workflow "From user"
How to Use?
Step 1
- Create a Template with Sender Field - Go to Payments → Documents & Contracts → Templates.
- Click New and open the template editor. Add a Signature or any other fillable field.
- Set “To be signed by” → Sender.
- Save the template.
Step 2
- Use the Template in a Workflow. Open Workflows and add the action Send Documents & Contracts.
- Select the From User (this controls email sending credentials).
- Choose your template with Sender fields in it. System identifies if the template has those fields.
- Under Assign Sender Fields To, select:
- From User → if the signer should be the workflow sender, or
- Template Owner → if the signer should be the user who last updated the template.
- Choose sending mode and channel (Email / Direct).
- Save and publish the workflow.
The system automatically checks and assigns the Sender field correctly before sending.
Why We Built This?
Agencies and teams told us they were struggling with multiple sales reps sending the same contract with signer not being changed dynamically based on workflow.
This is especially useful for sales teams, onboarding flows, and multi-user agencies where ownership changes but the document remains the same.
new
Chat Widget
Customizable Contact Form Messages in Chat Widget
👀 What’s New?
Sub-accounts can now customize the
“Please share your contact details” default prompt
shown in the Chat Widget. This enhancement introduces two distinct, editable message fields,
giving users full control over how and when contact details are requested, both automatically and agent-triggered.👷 How It Works:
A - On the left panel of the chat widget builder section > under 'Chat Window' tab, Contact Form Intro Message (Auto Prompt) is present:
- Visible only when “Enable Contact Form” is ON
- Shown automatically before the contact formappears in the chat widget
- Default text: “Please share your contact details”
- If left blank, the widget skips this message and directly renders the contact form
B - On the left panel of the chat widget builder section > under 'Chat Window' tab, Contact Form System Message (Agent-Triggered) is present:
- Always visible in the builder (regardless of toggle state)
- Shown when an agent clicks “Request Contact Details”from the Conversations panel
- Default text: “Please share your contact details”
- If left blank, the widget skips the message and directly shows the contact form
Both applies to:
- Live Chat
- All-in-One (Live Chat)
⭐ Why It Matters:
- Eliminates confusion caused by hardcoded system prompts
- Improves visitor trust and conversion rates
- Significantly reduces high-severity support tickets
- Strengthens white-labeling and brand consistency for agencies and SaaS users
📝 Notes:
- When Enable Contact Form is OFF:
- Only the Contact Form System Message is used (agent-triggered flow)
- When Enable Contact Form is ON:
- Visitors see the Contact Form Intro Message automatically
- Agents can still request contact details manually using the system message
- Leaving either field blank skips the prompt and shows the form directly
improved
Automations
AI Actions in workflows: Improved Naming and Organization
What's New?
We've renamed and reorganized AI related workflow actions for better clarity and easier navigation.
AI Actions Category:
All AI powered actions previously under the Workflow AI category now fall under the AI Actions category with clearer names:- AI Translate (formerly Workflow AI - Translate content)
- AI Summarize (formerly Workflow AI - Summarize Text)
- AI Intent Detection (formerly Workflow AI - Intent Detection)
- AI Decision Maker (formerly Workflow AI - Decision Maker)
Conversation AI Category:
Conversation AI Actions previously labeled as "AI Actions" in workflows have been moved to a new "Conversation AI " category for better organization.Why This Update?
With the rollout of AI Builder and other AI powered features in workflows, users were experiencing confusion between different AI functionalities. This action level reorganization and name change creates a clearer distinction and mental model.
What You Need to Know
All existing workflows using these actions will continue to function normally—only the names and categories have changed. No action required on your part.
new
improved
Calendar
Support for Custom Values in Calendars
You can now use your
custom fields and values
directly inside Calendar related settings across Calendars, Services, and Rentals
to create more personalized appointment experiences.What’s new?
Previously, when configuring text-based settings like email/SMS templates, meeting locations, or appointment titles, the selector only showed predefined system custom fields (for example,
{{contact.name}}
or {{appointment.start_time}}
).With this update, your
user-created custom values
are now available in the selector for personalization and lead enrichment.What’s changed
- A new “Custom Values”section is shown in the selector dropdown
- Custom values created at the sub-account level now appear inside the custom value selector
- Use the search bar to quickly search for your desired value
Why it matters
- 🎯 Personalize reminders, confirmations, and appointment details using your own data
- 🧩 Maintain consistency across Calendars and other parts of the platform
- ⚡ Faster setup without manual copy-pasting of custom values
This update gives you more flexibility and control over how appointment-related communication is personalized.
new
improved
Calendar
Phone Number Sync for Calendly Appointments
🧭 Overview
We’ve introduced a new phone number importer that ensures contact details from
Calendly appointments
are accurately captured in the system. Whether the phone number
is entered in the location field
or submitted through a form question
(Q&A), the system helps ensure the right number ends up in the contact’s profile — reducing manual updates.🚀 What’s New?
✅ Automatic Sync from Location Phone Number
- If the invitee's phone number is provided directly in the meeting locationand no phone fields are present in the form, it is automatically synced to the contact.
✅ Mapping Modal When Phone Numbers Come from Form Fields
If a
phone number field exists in Calendly form
, a mapping screen is shown, wherein:- You can choose from form fieldsorlocation phone field(if present)
- You can choose “Do not sync” if you don’t want any number mapped
This ensures clarity and control whenever numbers are collected via forms.
✅ Clean Handling When No Phone Fields Exist
- If the selected Calendly calendar(s) has no phone number fields(neither location nor form), the phone sync step is simply skipped — no prompts, no errors.
🗒️
Note
: For shared calendars, if any user updates the phone number sync option
— the change will apply to all users
linked to that calendar.🎯 Why This Matters
- Ensures phone-based meetings always have the contact number synced within the system
- Eliminates manual copying of numbers from Calendly into contacts
- Gives users control when multiple phone sources exist
new
improved
Calendar
✨ Add Multiple Date-Specific Hours for Services (v2)
Managing date-specific availability just got a whole lot easier.
What’s new?
Previously
, you could add date-specific hours for only one date at a time, which made setting availability across multiple days slow and repetitive. With v2
, you can now select multiple dates at once and apply the same working hours to multiple services and locations in one go.How it works
- Select multiple dates from the date picker when adding date-specific hours
- Set the start time, end time, services, and locations once
- Apply the setup in bulk across all selected dates
- Dates are automatically grouped for easier management
How date grouping works
When you select multiple dates, the system automatically groups consecutive dates together so they’re easier to manage later.
- Consecutive dates are grouped into a single block
- Non-consecutive dates are split into separate blocks
Example:
If you select
Jan 2, 3, 4, 5, 8, and 9
:- Jan 2–5will be grouped as one entry
- Jan 8–9will be grouped as another entry
You can edit or delete each group later without affecting others.
Why it matters
- ⏱️ Save time by avoiding repetitive date-by-date setup
- 🗂️ Cleaner organization with smart date grouping
- ✏️ Easy edits even after bulk creation
- ⚡ Faster setup for holidays, special schedules, or short-term availability changes
improved
Payments
Renamed SaaS Product Labels
What’s New?
To reduce confusion between different SaaS plans, we’ve updated the naming of existing plan labels across the platform.
Updated plan names:
- Agency Plan → SaaS V1 Plan
- SaaS Plan → SaaS V2 Plan
Impact:
- Applies to both new and existing products
- This is a label-only change — there are no pricing, feature, or billing changes
- Helps clearly differentiate between legacy and newer SaaS plan structures. No action is required from users.
Where Can I Find This?
Payments > Products
Visuals
We are thrilled to announce our new web templates, designed to elevate your marketing efforts. Whether building a website, creating a sales funnel, or sending email campaigns, our versatile and user-friendly templates have you covered. Fully customizable and professional, they streamline your workflow, saving you time and letting you focus on engaging your audience and driving results.
List of New Templates
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🚀
3 New Funnel Templates Published
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Health & Wellness - 1
Creative - 1
Finance - 1
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🚀
1 New Email Templates Published
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Medical - 1
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🚀
1 New Form Templates Published
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Travel & Hospitality - 1
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🚀
1 New Survey Templates Published
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Marketing Agency - 1
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🚀
4 New Social Templates Published
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Medical - 2
Other - 2
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🚀
5 New Google Ad Templates Published
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Automotive - Auto Dealer/Sales
Beauty & Fashion - Skin Care Clinic
Business Coaching & Consulting - Real Estate Consultant
Creative - Video Production & Editing Services
Finance - Lender Services
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📣
1 New Snapshot
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Creative - Photographer
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