This article provides an in-depth guide on the “Contact DND” Workflow Trigger in HighLevel, explaining its purpose, key benefits, and how to set it up effectively. You’ll also find step-by-step configuration instructions, practical use cases, and answers to common questions about this feature. What is Contact DND Workflow Trigger? The Contact DND (Do Not Disturb) […]
What Are Nested Folders? You have the ability to create folders to organize workflows efficiently. Additionally, folders can be placed within other folders, a process known as “nesting.” This allows you to build multiple levels of organization, forming a structured hierarchy of workflows. Unlike a basic flat list, this tree-like arrangement makes scaling much more […]
Managing workflows in your CRM just got simpler with Advanced Filters and Smart Lists. This guide will show you how to use Advanced Filters to refine workflows by triggers, actions, and tags for better organization. Plus, you’ll discover how to create and maintain Smart Lists, allowing you to save filtered views for easy access. What […]
OAuth2 stands out as a crucial and widely adopted authorization framework, particularly favored for large-scale APIs due to its high level of security. By utilizing OAuth2, users can seamlessly connect with numerous APIs, including those from Google, Facebook, LinkedIn, and more. These integrations unlock endless opportunities, enhancing the product’s capabilities and reach. How it works:
Sales velocity refers to the rate at which opportunities progress from being identified to achieving the “Won” status and generating revenue. Note: Sales velocity is calculated by dividing the total sales value in USD by the average sales cycle duration in months. The components of the calculation are as follows: Total Sales Value: The sum […]
When setting up campaigns, triggers, settings, forms, and other elements within an account, if you intend to use that account as a blueprint for creating accounts for different clients, you can employ a feature called “snapshot.” This feature enables you to replicate all the components from the initial client’s account and import them into the […]
Navigate to the Automation tab, select Workflow, and then click the option to create a new Workflow. Within the Workflow dashboard, opt for starting a new Workflow from Scratch. Click Add New Workflow Trigger Scroll down until you see Shopify, and add the three tabs under Shopify. After adding the desired components, proceed to click […]
Go High Level and ClickFunnels are both popular platforms for building and managing online marketing campaigns. Go High Level is a comprehensive platform that offers a range of features, including lead generation, appointment scheduling, and customer relationship management. ClickFunnels, on the other hand, is focused on creating high-converting sales funnels and landing pages. Both platforms […]
I caught up with the one and only Shaun Clark of HighLevel (GoHighLevel) to talk through his experience with this years Summit called LevelUp summit, which was held in Dallas, Texas in October. He shares some inside information into the team, what’s around the corner for Q1 next year and of course some of the […]
What is GoHighLevel? Gohighlevel promises to be the perfect solution for small business owners, agency owners and even anyone really looking to start a marketing agency from home, and entrepreneurs who want an all-in-one sales, SMMA and marketing automation platform. In this review, we’ll take a look at how Gohighlevel can help you grow your […]
I’ve been waiting a long time for this one. Finally the GoHighLevel team announced their reporting and analytics for subaccounts. Next time you navigate to your agency dashboard, click sub-accounts and you’ll see a lovely list of sub-accounts along with all their metrics. Its looks obvious to me that they only starting ingesting the data […]
This article explores the Note Changed workflow trigger, a powerful tool that automates actions whenever a contact record’s note is updated. You’ll discover what this trigger does, its advantages, a step-by-step setup guide, and real-world examples of how it can be used effectively. What is Note Changed Workflow Trigger The Note Updated workflow trigger activates […]