Client receive text responses on their cell phone | Voters

Client receive text responses on their cell phone

Marshall Gilliam

The idea: Allow clients to receive and send messages from their phone without installing an app.Why: Saves a ton of time on boarding because there isn't any. Client just gets texts, calls, emails like always. Some clients especially older ones are barely comfortable with texting let alone installing an app. Additional info: The high level platform with still track everything. This will be accomplished with a man in the middl strategy. How would this work? Put simply High Level would send messages like it always does but when someone replies the message would come into HL and then be sent to your client. There is also a note before the text letting them know what message the lead replied to. When the client replies that would also come through HL. This means we still have complete visibility but don't need to do any training or on boarding.We are switching from a system that has this feature and you literally look like a magician when leads start texting them. It's great. Saves a ton of time.This IS NOT an either or. All of the current functionality would remain. This would be a toggle switch type situation and only makes sense for certain clients.I totally understand that this isnt a fit for dental offices etc. Thats why it would be an optional feature.

HIGHLVL-I-314

April 21, 2019

RevEx Group

Merged in a post:

Allow replies to SMS from cell phone and not only GHL

Tiana Anderson

Agency Owners and Clients want to be able to reach their leads from their cell phone without having to go through the app. We can set up a trigger to get the message to the cell, but we can't reply from the cell so some will likely miss leads thinking they replied to the lead from their cell.

HIGHLVL-I-3148

May 10, 2023

RevEx Group

marked this post as

open

Wade Lester

i do this now via workflow, are you meaning 2 way conversation on clients cell phone via msg forwarding?

Michael Shieh

Wade Lester: Yessir I believe he means 2-way conversation. How are you doing it via workflow?

Mitchell Benson

isn't this already a possibility in workflow?

Michael Shieh

Mitchell Benson: Would you mind explaining? Currently we can fwd messages to the client as a notification via workflow, but all texts go to the client from our phone number we picked. Ideally it would be a 2-way conversation so that each lead comes from a different number that they can SMS directly.

Brian Singer

You can do this with Zapier... Zap, new contact in highlevel, > create new contact in Google Contacts... if you sync your phone contacts with google contact, now the contact will be in your phone, and you can text from their.

Evan Avery

this needs to be done just like google voice, also the calling feature from google voice so that people can hit call on their phone and have the option to call from the ghl app instead of the carrier phone

Joseph Jones

Look into how the google voice app works to get this done.Their app works exactly how i wished our app did

Jeff Beeler

This would be a game changer...very needed

Josh Knox

This would be very nice for "on the road" sales agents, i.e. contractors, moving services companies, etc.

Kat Marasigan

I can't see Shaun Clark's loom video

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