Loop Lockouts
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 repeatedly. This cre...
1 minRead
Workflows
31 articles · In-depth tutorials and guides
Membership Triggers Overview for HighLevel’s Workflow Builder
The membership triggers within HighLevel’s Workflows allow you to automate features using “if, then” scenarios so that “if” something occurs, “then” one or more...
2 minRead
Customizing Delivery Timeframes Within HighLevel Workflows
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 “windows” within High...
2 minRead
How To Use The “Go To” Function in Workflows within HighLevel
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. NOTE: The action can ...
1 minRead
Facebook Conversion API Trigger in Workflows
If you’re running Facebook ads, you’ll likely want to take advantage of the Conversions API. When running ads, you probably want to calculate the conversion rat...
3 minRead
How To Use Webhooks in Workflows within HighLevel
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 utilizing multiple s...
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How to Duplicate or Copy a Workflow in HighLevel
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 have. Perhaps you have...
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How To Use HighLevel Workflows to Assign Users to Leads
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 submitted, you want ...
2 minRead
How To Use Multiple Triggering Events in HighLevel Workflows
Using HighLevel’s Workflow builder, there are numerous possibilities to completely customize the triggers and actions for your business needs. Some workflows ma...
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Using HighLevel’s Workflow and Smart List To Track Failed SMS Contacts
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 reasons (i.e. perhap...
2 minRead
How To Move Actions in HighLevel’s Workflow Builder
Within a Workflow in HighLevel, you may want to make changes and reorder one or multiple actions. Rather than deleting and recreating the action(s) you can move...
1 minRead
How to Set Up Email/SMS Notification When An Action Occurs Using HighLevel’s Workflows
In this article, we’ll review the process for setting up email and SMS notifications in HighLevel’s Workflows. Not only is sending texts or emails to leads/clie...
2 minRead
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