Let’s face it—HighLevel has been a total game-changer for agencies and businesses alike. 

It’s the CRM platform that packs everything you need into one place, from client communications to seamless automation. 

But here’s the thing: HighLevel is complex. It’s a platform that has so many features, it’s easy to miss a trick or get tripped up by technical challenges.

That’s exactly what happened during a recent session hosted by Mario Aldayuz, Head of Partnerships at HL Pro Tools. In this session, Mario dug into all kinds of advanced tips, troubleshooting, and ways to supercharge your workflows—especially when AI is involved. 

Here’s the video of the session:

The WhatsApp Integration Dilemma: Why It’s Not as Easy as It Seems

Now, if you’ve ever tried to transfer a WhatsApp subscription from one HighLevel account to another, you already know the frustration. 

Well, it’s not that simple.

During the session, one user raised this exact question. The answer Mario gave was key: You can’t just manually transfer a WhatsApp subscription between accounts. 

And honestly, this is where things can get a little messy if you’re not prepared.

HighLevel’s support team is absolutely vital for handling complex backend processes like this.

 If you find yourself in need of a transfer, don’t waste time trying to figure it out on your own—reach out to their support team to get it done right.

But here’s the silver lining: You can avoid this headache altogether with a little foresight and planning. And that’s exactly what Mario recommended—be proactive.

Actionable Steps to Stay Ahead of the Game

Whether you’re onboarding new clients or dealing with account migrations, staying ahead of the game will save you time and frustration.

Here are some key action items to keep in mind:

1️⃣ Always Involve HighLevel Support for Complex Transfers: As soon as you realize you need to make a WhatsApp subscription transfer, contact HighLevel’s support team. 

2️⃣ Plan Ahead for Account Migrations or New Setups: If you’re working with clients who rely on WhatsApp for their communication, make sure you’ve got the integration set up well in advance.

3️⃣ Dive into WhatsApp Automation Workflows: Don’t just think about the integration—think about automation too. 

Ready to Level Up Your HighLevel Game?

Managing these technical details can feel like a constant uphill battle. 

HighLevel is one of the most powerful CRM platforms out there, but you’ve got to know how to navigate it—especially when it comes to integrations like WhatsApp.

If you want to take your HighLevel skills to the next level without getting bogged down by the details, visit HL Pro Tools.

With the right strategies and support, you’ll be able to optimize every aspect of your workflow, streamline communication, and make your business run like a well-oiled machine.