32 articles
Learn how to set up automatic email and SMS follow-up in HighLevel. This complete guide covers workflow triggers, actions, timing, templates
Matt @ HLPT
Sometimes you may have a loop created in HighLevel accidentally when two actions are set to feed into one another, or feed back into itself
Matt @ HLPT
The membership triggers within HighLevel’s Workflows allow you to automate features using “if, then” scenarios so that “if” something occurs
Matt @ HLPT
There are multiple options for setting up the timing of HighLevel workflows. In this tutorial, we will show you how to use time frames, or “
Matt @ HLPT
HighLevel’s “Go To” Workflow action can be added to the end of a Workflow path to send the contact to any given point in a specific path. N
Matt @ HLPT
If you’re running Facebook ads, you’ll likely want to take advantage of the Conversions API. When running ads, you probably want to calculat
Matt @ HLPT
Using a webhook with Zapier or another program, you can export date from HighLevel to another platform or system. This is useful if you are
Matt @ HLPT
Duplicating, or cloning, a Workflow in HighLevel can save you time if you wish to create a new Workflow that’s similar to one you already ha
Matt @ HLPT
You may want to assign new leads to users within your system, in a round-robin type of situation. Maybe you have a lead form, and when it’s
Matt @ HLPT
Using HighLevel’s Workflow builder, there are numerous possibilities to completely customize the triggers and actions for your business need
Matt @ HLPT
If you are sending SMS communications in the system, and the SMS fails to go through, you may want to track those contacts for a variety of
Matt @ HLPT
Within a Workflow in HighLevel, you may want to make changes and reorder one or multiple actions. Rather than deleting and recreating the ac
Matt @ HLPT