Change logs

🚀 Overview

We're excited to introduce Instagram Unified Integration, a new way to connect and manage Instagram accounts directly within the platform.

Previously, Instagram accounts required a connected Facebook Page to access messaging and automation features. With this update, businesses can now connect Instagram accounts directly, providing greater flexibility, simplified setup, and a foundation for future Instagram-native capabilities.

✨ What's New

📸 Direct Instagram Connections

Instagram accounts can now be connected directly without requiring a linked Facebook Page.

• Connect Instagram accounts independently
• Simplified onboarding experience
• Reduced Facebook dependency

🔗 Unified Instagram Management

A new Instagram integration experience is now available.

• Dedicated Instagram integration card under Settings → Integrations
• Centralized view of all connected Instagram accounts
• Manage multiple Instagram connection types from one location

🔄 Support for Multiple Connection Methods

Businesses can now use:

• Direct Instagram connections
• Facebook Page-based Instagram connections

⚙️ Messaging & Automations Control

New account-level controls provide greater flexibility.

• Enable or disable Messaging & Automations per account
• Manage Instagram communication settings independently
• Control automation functionality at the account level

🎯 Supported Capabilities

Connected Instagram accounts can now:

• Sync Instagram Direct conversations into CRM
• Create and manage contacts from Instagram conversations
• Trigger workflows and automations from Instagram interactions
• Manage Instagram conversations alongside other messaging channels

🔐 How It Works

To enable the feature:

1. Navigate to Labs
2. Enable Instagram Direct Integration
3. Go to Settings → Integrations
4. Select Instagram
5. Connect your Instagram account directly or through a Facebook Page
6. Configure Messaging & Automations settings as needed

🎯 Why This Matters

⚡ Simplified Setup

Connect Instagram accounts directly without needing a Facebook Page connection.

🔄 Greater Flexibility

Choose the connection method that best fits your business requirements.

📈 Improved Account Management

View and manage all Instagram connections from a centralized interface.

🚀 Future-Ready Integration

Direct Instagram connections will support upcoming Instagram-native features that may not be available through Facebook Page-based connections.

🧩 Enhanced Automation Capabilities

Build workflows and automation experiences directly around Instagram engagement and messaging activities.

📝 Important Notes

• Facebook Page-based Instagram connections will continue to function normally.
• Enabling a direct Instagram connection will automatically disable the corresponding Page-based Instagram connection toggle.
• Instagram accounts connected through a Facebook Page cannot be disconnected independently. The associated Facebook Page must be disconnected first.
• Existing workflows and automations will continue working when switching the same Instagram account between connection methods.
• Disabling the Messaging & Automations toggle will stop both Instagram messaging and automation functionality for that account.
• Direct Instagram connections will be required for certain upcoming Instagram-native capabilities.

🔮 Coming Next

This enhancement lays the groundwork for future Instagram features, including:

• DM to Followers
• Poll Reply Automations
• Additional Instagram-native engagement tools
• Enhanced messaging and automation capabilities powered directly by Meta

🎯 Result

Instagram Unified Integration delivers a more flexible and streamlined Instagram connection experience, eliminates unnecessary Facebook Page dependencies, and prepares businesses for the next generation of Instagram messaging, automation, and engagement features.

🚀 Overview

We're excited to introduce Instagram Unified Integration, a new way to connect and manage Instagram accounts directly within the platform.

Previously, Instagram accounts required a connected Facebook Page to access messaging and automation features. With this update, businesses can now connect Instagram accounts directly, providing greater flexibility, simplified setup, and a foundation for future Instagram-native capabilities.

✨ What's New

📸 Direct Instagram Connections

Instagram accounts can now be connected directly without requiring a linked Facebook Page.

• Connect Instagram accounts independently
• Simplified onboarding experience
• Reduced Facebook dependency

🔗 Unified Instagram Management

A new Instagram integration experience is now available.

• Dedicated Instagram integration card under Settings → Integrations
• Centralized view of all connected Instagram accounts
• Manage multiple Instagram connection types from one location

🔄 Support for Multiple Connection Methods

Businesses can now use:

• Direct Instagram connections
• Facebook Page-based Instagram connections

⚙️ Messaging & Automations Control

New account-level controls provide greater flexibility.

• Enable or disable Messaging & Automations per account
• Manage Instagram communication settings independently
• Control automation functionality at the account level

🎯 Supported Capabilities

Connected Instagram accounts can now:

• Sync Instagram Direct conversations into CRM
• Create and manage contacts from Instagram conversations
• Trigger workflows and automations from Instagram interactions
• Manage Instagram conversations alongside other messaging channels

🔐 How It Works

To enable the feature:

1. Navigate to Labs
2. Enable Instagram Direct Integration
3. Go to Settings → Integrations
4. Select Instagram
5. Connect your Instagram account directly or through a Facebook Page
6. Configure Messaging & Automations settings as needed

🎯 Why This Matters

⚡ Simplified Setup

Connect Instagram accounts directly without needing a Facebook Page connection.

🔄 Greater Flexibility

Choose the connection method that best fits your business requirements.

📈 Improved Account Management

View and manage all Instagram connections from a centralized interface.

🚀 Future-Ready Integration

Direct Instagram connections will support upcoming Instagram-native features that may not be available through Facebook Page-based connections.

🧩 Enhanced Automation Capabilities

Build workflows and automation experiences directly around Instagram engagement and messaging activities.

📝 Important Notes

• Facebook Page-based Instagram connections will continue to function normally.
• Enabling a direct Instagram connection will automatically disable the corresponding Page-based Instagram connection toggle.
• Instagram accounts connected through a Facebook Page cannot be disconnected independently. The associated Facebook Page must be disconnected first.
• Existing workflows and automations will continue working when switching the same Instagram account between connection methods.
• Disabling the Messaging & Automations toggle will stop both Instagram messaging and automation functionality for that account.
• Direct Instagram connections will be required for certain upcoming Instagram-native capabilities.

🔮 Coming Next

This enhancement lays the groundwork for future Instagram features, including:

• DM to Followers
• Poll Reply Automations
• Additional Instagram-native engagement tools
• Enhanced messaging and automation capabilities powered directly by Meta

🎯 Result

Instagram Unified Integration delivers a more flexible and streamlined Instagram connection experience, eliminates unnecessary Facebook Page dependencies, and prepares businesses for the next generation of Instagram messaging, automation, and engagement features.

🚀 Overview

We're excited to introduce a fresh collection of website, funnel, email, social media, advertising, and snapshot templates designed to help businesses launch campaigns faster and generate better results.

These professionally designed templates provide ready-to-use assets across multiple industries, helping users streamline marketing efforts, maintain brand consistency, and reduce setup time.

✨ What's New

🌐 Website Templates

• 2 new website templates published
• Automotive industry templates added

🎯 Funnel Templates

• 7 new funnel templates published
• Designed to support lead generation, sales, and conversion-focused campaigns

📧 Email Templates

• 1 new Real Estate email template added

📱 Social Media Templates

• 4 new social templates published
• Automotive – 2 templates
• Restaurant & Bar – 2 templates

📢 Facebook Ad Templates

Three new Facebook Ad templates are now available:

• Restaurant & Bar – Sanitation
• Legal – Defense Lawyer
• Health & Wellness – Self Defense Training

🔍 Google Ad Templates

Five new Google Ad templates published:

• Beauty & Fashion – Hair Studio
• Automotive – Automotive Mechanic
• Travel & Hospitality – Vacation Lodge
• Restaurant & Bar – Pastry Shop
• Real Estate – Real Estate Sales Agent

💼 LinkedIn Ad Templates

Five new LinkedIn Ad templates added:

• Business Coaching & Consulting – Lifestyle Coaching
• Finance – Accounting Firm
• Marketing Agency – Marketing Agency
• Finance – Financial Planner
• Marketing Agency – Services Strategies

📦 New Snapshot Added

A new snapshot package has been released featuring:

• Finance – Banking and Payment
• Vacation Lodge – Google Ad
• Services Strategies – LinkedIn Ad
• Self Defense Training – Facebook Ad
• Sanitation – Facebook Ad
• Real Estate Sales Agent – Google Ad
• Pastry Shop – Google Ad
• Paint Protection Film Installation – Social Planner
• Marketing Agency – LinkedIn Ad
• Lifestyle Coaching – LinkedIn Ad
• Hair Studio – Google Ad

🎯 Why This Matters

⚡ Launch Campaigns Faster

Access ready-made marketing assets across websites, funnels, emails, social media, and advertising channels.

🎨 Maintain Consistent Branding

Use professionally designed templates that create a cohesive customer experience across multiple touchpoints.

📈 Increase Marketing Efficiency

Reduce time spent creating campaigns from scratch and focus more on generating leads and conversions.

🧩 Support Multiple Industries

New templates cover a wide range of industries including Automotive, Real Estate, Finance, Marketing Agencies, Travel & Hospitality, Legal, Health & Wellness, and Restaurant businesses.

🔐 Availability

• Available immediately in the Template Library
• Accessible to eligible users across supported accounts
• No additional setup required

📝 Notes

• All templates are fully customizable.
• Templates can be used as-is or modified to fit your brand requirements.
• Snapshot assets include corresponding marketing resources for faster deployment.

🎯 Result

These new templates and snapshot resources help businesses and agencies accelerate campaign creation, improve marketing consistency, and launch high-converting assets across websites, funnels, email, social media, and advertising channels with significantly less effort.

🚀 Overview

We’ve enhanced Meta Pixel tracking to provide a more reliable migration experience for accounts moving to the new Events tab.

Previously, enabling the Events tab could suppress legacy tracking globally, potentially creating attribution gaps during partial migrations. With this update, suppression now happens at the individual event level, ensuring legacy events continue firing until their direct replacements have been configured.

✨ What’s New

🎯 Event-Level Suppression Logic

Legacy events are now suppressed only when their equivalent Events tab event has been configured.

• SubmitApplication is suppressed only when InitiateCheckout or AddPaymentInfo is configured
• OrderFormPurchase is suppressed only when Purchase is configured
• Unmapped legacy events continue firing normally
• Prevents tracking gaps during gradual migrations

🔗 Expanded external_id Coverage

Meta Pixel tracking now includes external_id support for:

• PageView
• ViewContent

Benefits include:

• Improved event matching
• Better attribution accuracy
• Enhanced deduplication between browser and server events
• Privacy-safe customer identification

📦 Richer Purchase & Checkout Data

Additional order information is now sent with key conversion events:

• Order value
• Currency
• Product IDs

Supported events:

• Purchase
• InitiateCheckout

This provides richer conversion reporting and optimization signals for Meta.

🛡️ Improved Tracking Reliability

Additional reliability improvements help ensure events continue firing correctly:

• No silent pixel failures during migration
• Better handling of backend retries
• Improved event consistency across partially migrated accounts

🔐 How It Works

When using the new Events tab:

• Legacy events remain active by default
• Events are only suppressed when their direct replacement exists
• Unconfigured events continue using legacy tracking
• Browser Pixel and Conversions API both receive enhanced event data
• Event matching uses expanded external_id support where applicable

🎯 Why This Matters

⚡ Safer Migration Experience

Move to the Events tab gradually without losing tracking coverage.

📊 Improved Attribution Accuracy

Event-level suppression prevents missing conversions during setup.

🔄 Better Deduplication

Expanded external_id support improves browser and server event matching.

📈 Enhanced Conversion Data

More detailed order information helps optimize campaign performance.

🛡️ Greater Tracking Reliability

Reduces silent tracking failures and backend delivery issues.

📝 Good to Know

• Accounts that have not started using the Events tab will see no changes
• Legacy behavior remains fully intact when no Events tab events are configured
• Add tracking events through the Events tab only
• Mixing Events tab tracking with manual custom scripts may create inconsistent results
• A visitor's external_id may change during a session after form submissions or purchases
• This behavior is expected and does not affect event matching or deduplication

🎯 Result

Meta Pixel tracking is now more reliable, flexible, and migration-friendly, allowing accounts to transition to the Events tab without losing attribution while benefiting from improved event matching, richer conversion data, and stronger tracking reliability.

🚀 Overview

We're excited to announce that AI Studio projects can now be shared across sub-accounts and agencies using Snapshots.

Previously, AI Studio projects could only be cloned manually from one sub-account to another, making it time-consuming to distribute multiple projects across locations. With this update, agencies can now package AI Studio projects directly into Snapshots for faster deployment, onboarding, and scalability.

✨ What's Improved

📦 AI Studio Projects Included in Snapshots

AI Studio projects can now be bundled and shared through Account Snapshots.

• Create snapshots that include multiple AI Studio projects
• Share AI Studio projects across sub-accounts and agencies
• Deploy AI Studio setups without manual cloning
• Simplify project distribution at scale

⚡ Faster Onboarding for New Accounts

Agencies can now create reusable AI Studio templates for quicker client setup.

• Build standardized AI Studio project templates
• Apply proven AI workflows to new accounts instantly
• Reduce repetitive setup work
• Accelerate onboarding processes

🔄 Improved Project Reusability

Existing AI Studio projects can now be reused more efficiently across your organization.

• Replicate successful AI implementations
• Maintain consistency across client accounts
• Scale AI solutions with fewer manual steps
• Manage multiple projects through a single snapshot

🔐 How It Works

To include AI Studio projects in a Snapshot:

1. Navigate to the Agency Dashboard
2. Open Account Snapshots from the sidebar
3. Click Create New Snapshot
4. Select the desired sub-account
5. Choose the AI Studio projects to include
6. Save the Snapshot
7. Import the Snapshot into an existing sub-account or use it when creating a new one

🎯 Why This Matters

🚀 Scale AI Deployments Faster

Quickly roll out AI Studio projects across multiple locations without rebuilding them from scratch.

⚙️ Reduce Manual Work

Eliminate repetitive cloning and configuration tasks when sharing AI projects.

📈 Improve Consistency

Ensure standardized AI workflows and configurations across all client accounts.

🧩 Streamline Agency Operations

Create repeatable onboarding processes and reusable AI frameworks for faster client implementation.

📝 Notes

• Available through Account Snapshots in Agency View
• Supports multiple AI Studio projects within a single Snapshot
• Works for both existing and newly created sub-accounts
• Replaces the need for manual project-by-project cloning in many scenarios

🎯 Result

AI Studio projects can now be packaged, shared, and deployed through Snapshots, making it easier for agencies to scale AI workflows, standardize implementations, and onboard new clients faster than ever.

🚀 Overview

We're updating WhatsApp template message pricing effective with July 2026 billing. These changes reflect Meta's latest per-message pricing adjustments across select international markets.

Service conversations remain FREE in all markets, and most countries will see no pricing changes.

✨ What's Changing

💰 Updated Template Message Rates

The following markets will see updated pricing for WhatsApp template messages:

Marketing Messages

• Italy: $0.0726 → $0.0835
• Saudi Arabia: $0.0478 → $0.0526
• Spain: $0.0646 → $0.0742
• United Kingdom: $0.0555 → $0.0667

Utility Messages

• Pakistan: $0.0057 → $0.0105
• Turkey: $0.0056 → $0.0009 (more than 80% reduction)

🌍 New Dedicated Market Pricing

Six countries now have their own dedicated pricing instead of using regional "Rest Of" rates:

• Hong Kong
• Singapore
• Hungary
• Poland
• Romania
• Qatar

This provides more accurate market-specific pricing and billing.

📊 Notable Pricing Highlights

• Poland Marketing rates decrease by approximately 57% compared to the previous regional rate
• Turkey Utility rates decrease by more than 80%
• Hong Kong, Singapore, Hungary, Romania, and Qatar now receive dedicated pricing structures
• Service conversations remain free across all supported markets

🔐 How It Works

Beginning in July 2026:

• New rates automatically apply to all WhatsApp Marketing and Utility template messages
• Billing reflects the updated market-specific pricing
• Service conversations within the 24-hour customer service window remain free
• No account changes or configuration updates are required

🎯 Why This Matters

📈 Aligned With Meta Pricing

Pricing continues to reflect Meta's official per-message rate card across global markets.

🌍 Improved Regional Accuracy

Dedicated market pricing provides more accurate billing for countries previously grouped under regional pricing buckets.

💼 Better Cost Visibility

Businesses and resellers can more accurately forecast messaging costs based on destination markets.

🔄 Automatic Transition

The updated pricing takes effect automatically without requiring any action from users.

📝 Notes

• Effective for messages sent from July 2026 onward
• Applies only to WhatsApp Marketing and Utility template messages
• Service conversations remain free in every market
• WhatsApp subscription fees are not affected
• Resellers may wish to review and adjust markups for impacted markets
• Most global markets will experience no pricing changes

🎯 Result

WhatsApp template messaging rates will automatically update in July 2026 to reflect Meta's latest pricing structure, while maintaining free service conversations and introducing more accurate market-specific pricing for several international destinations.

🚀 Overview

We're updating WhatsApp template message pricing effective with July 2026 billing. These changes reflect Meta's latest per-message pricing adjustments across select international markets.

Service conversations remain FREE in all markets, and most countries will see no pricing changes.

✨ What's Changing

💰 Updated Template Message Rates

The following markets will see updated pricing for WhatsApp template messages:

Marketing Messages

• Italy: $0.0726 → $0.0835
• Saudi Arabia: $0.0478 → $0.0526
• Spain: $0.0646 → $0.0742
• United Kingdom: $0.0555 → $0.0667

Utility Messages

• Pakistan: $0.0057 → $0.0105
• Turkey: $0.0056 → $0.0009 (more than 80% reduction)

🌍 New Dedicated Market Pricing

Six countries now have their own dedicated pricing instead of using regional "Rest Of" rates:

• Hong Kong
• Singapore
• Hungary
• Poland
• Romania
• Qatar

This provides more accurate market-specific pricing and billing.

📊 Notable Pricing Highlights

• Poland Marketing rates decrease by approximately 57% compared to the previous regional rate
• Turkey Utility rates decrease by more than 80%
• Hong Kong, Singapore, Hungary, Romania, and Qatar now receive dedicated pricing structures
• Service conversations remain free across all supported markets

🔐 How It Works

Beginning in July 2026:

• New rates automatically apply to all WhatsApp Marketing and Utility template messages
• Billing reflects the updated market-specific pricing
• Service conversations within the 24-hour customer service window remain free
• No account changes or configuration updates are required

🎯 Why This Matters

📈 Aligned With Meta Pricing

Pricing continues to reflect Meta's official per-message rate card across global markets.

🌍 Improved Regional Accuracy

Dedicated market pricing provides more accurate billing for countries previously grouped under regional pricing buckets.

💼 Better Cost Visibility

Businesses and resellers can more accurately forecast messaging costs based on destination markets.

🔄 Automatic Transition

The updated pricing takes effect automatically without requiring any action from users.

📝 Notes

• Effective for messages sent from July 2026 onward
• Applies only to WhatsApp Marketing and Utility template messages
• Service conversations remain free in every market
• WhatsApp subscription fees are not affected
• Resellers may wish to review and adjust markups for impacted markets
• Most global markets will experience no pricing changes

🎯 Result

WhatsApp template messaging rates will automatically update in July 2026 to reflect Meta's latest pricing structure, while maintaining free service conversations and introducing more accurate market-specific pricing for several international destinations.

🚀 Overview

We're excited to introduce Tasks V2, a completely redesigned task management experience for the mobile app. Built from the ground up, Tasks V2 delivers the features users have been requesting, including recurring tasks, opportunity linking, multiple contacts, board view, and a faster, more intuitive interface.

Whether you're managing daily follow-ups, sales activities, or team assignments, Tasks V2 helps you stay organized, productive, and focused on what matters most.

✨ What's New

🔁 Recurring Tasks

Automate routine work with flexible recurring task schedules.

• Repeat tasks hourly, daily, weekly, or monthly
• Set end dates or recurrence limits
• Eliminate the need to manually recreate recurring tasks
• Keep follow-ups running automatically

💼 Opportunity-Linked Tasks

Tasks can now be connected directly to opportunities.

• Associate tasks with deals and pipelines
• Keep follow-up activities tied to revenue-generating opportunities
• Improve visibility into sales-related tasks

👥 Multiple Contact Support

A single task can now include multiple contacts.

• Attach several contacts to one task
• Reduce duplicate task creation
• Manage related contacts from a single activity

🗂️ List & Board Views

Choose the view that works best for your workflow.

• Traditional List View for quick task management
• Visual Board View for organized task tracking
• Seamlessly switch between both layouts

📊 Today's Progress Ring

Track your daily productivity in real time.

• Visual progress indicator for completed tasks
• Instant visibility into daily accomplishments
• Stay motivated throughout the day

📋 Smart Task Organization

Tasks are automatically grouped into meaningful sections.

• Overdue
• Today
• This Week
• Upcoming

Available across both List and Board views for improved organization.

✨ Enhanced Task Cards

Important information is now visible without opening the task.

• View linked contacts directly on the task card
• See associated opportunities at a glance
• Reduce clicks and improve efficiency

🎨 Modern Mobile Experience

Tasks V2 introduces a cleaner and more responsive interface.

• Faster navigation
• Simplified task creation
• Improved usability across the mobile app
• More intuitive task management experience

🔐 How It Works

Getting started with Tasks V2 is simple:

1. Open the Tasks tab in the mobile app.
2. Tap the + button to create a new task.
3. Add task details, due dates, contacts, opportunities, and assignees.
4. Enable Repeat if the task should recur automatically.
5. Switch between List View and Board View to manage tasks your way.
6. Monitor progress using the daily progress ring and organized task sections.

🎯 Why This Matters

⚡ Boost Productivity

Automate repetitive work and spend less time managing tasks manually.

💼 Strengthen Sales Workflows

Connect tasks directly to opportunities for better sales follow-up management.

👥 Improve Collaboration

Manage multiple contacts and team assignments more effectively.

📈 Stay Organized

Automatically grouped tasks ensure important work never gets buried.

📱 Better Mobile Experience

A modern interface makes task management faster and more efficient on the go.

📝 Notes

• Release Date: June 11, 2026
• Status: Public Release
• Available on HighLevel Mobile App
• Available on LeadConnector App
• Available on White Label Apps
• Dynamic Task Homepage Widget is planned for a future release
• Additional filtering, grouping, and recurring task enhancements are already in development

🎯 Result

Tasks V2 transforms task management on mobile with recurring tasks, opportunity linking, multiple contacts, board views, progress tracking, and a modern user experience - making it easier than ever for individuals and teams to stay organized, productive, and focused on completing work efficiently.

🚀 Overview

We're excited to announce that Email Sequences are now available in Beta Labs, making it easier than ever to automate personalized, threaded email conversations.

Following a successful Private Beta with over 60 participating agencies and continued demand for early access, Email Sequences are now available for broader testing. This new capability allows users to create automated email follow-up journeys with delays, conditions, smart scheduling, and reply-based automation - all without needing to build complex workflows.

✨ What's New

📧 Threaded Email Conversations

Create automated email sequences that maintain conversation context.

• Send emails within a single email thread
• Keep conversations organized and natural
• Improve recipient engagement with contextual follow-ups

⏱️ Smart Delays & Scheduling

Control exactly when emails are sent.

• Configure delays between sequence steps
• Schedule follow-up timing automatically
• Create structured nurture and outreach campaigns

🎯 Conditional Email Sending

Sequences can react to recipient behavior.

• Send emails based on delivery status
• Trigger follow-ups based on email opens
• Create more intelligent engagement paths

🛑 Stop on Reply Automation

Automatically end sequences when a recipient responds.

• Prevent unnecessary follow-up emails
• Improve customer experience
• Keep communications relevant and timely

✉️ Flexible Email Types

Support for multiple email formats.

• Designed emails
• Plain text emails
• Mix and match within the same sequence

📊 Advanced Analytics

Track performance across your entire sequence.

• Sequence-level reporting
• Step-level analytics
• Performance insights for optimization

🔐 How It Works

To start using Email Sequences:

1. Navigate to Settings → Beta Labs
2. Enable Email Sequences
3. Go to Marketing → Email → Campaigns
4. Click Create New Sequence
5. Configure your audience
6. Add email steps and delays
7. Set sending conditions and automation rules
8. Enable Stop on Reply if desired
9. Launch your sequence
10. Monitor performance using Sequence Statistics and Step Analytics

🎯 Why This Matters

⚡ Simplify Email Automation

Create sophisticated email follow-up campaigns without building complex workflows.

📈 Increase Engagement

Use behavior-based conditions to send more relevant and timely communications.

💬 Maintain Conversation Context

Threaded emails create a more natural communication experience for recipients.

⏳ Save Time

Automate reminders, follow-ups, and nurture campaigns while reducing manual effort.

📊 Optimize Performance

Track results at both the sequence and individual step level to improve campaign effectiveness.

📝 Notes

• Currently available through Beta Labs
• Supports both plain text and designed emails
• Includes Stop on Reply functionality
• Analytics available at sequence and step levels
• Built for automated follow-up, nurture, and engagement campaigns

🔮 Coming Soon

• Enroll contacts into sequences through Workflows
• Generate sequences using Email AI
• A/B Testing for individual sequence steps

🎯 Result

Email Sequences provide a streamlined way to automate threaded email conversations with smart scheduling, behavioral conditions, and reply-based automation, helping businesses create more engaging outreach campaigns without the complexity of traditional workflow builders.

🚀 Overview

We’re introducing a new call transfer experience that allows users to transfer calls directly to teammates without requiring a personal phone number.

With this update, transferred calls can ring on any device configured by the receiving teammate, including the Web App, phone, or SIP desk phone. This makes internal call routing more flexible and eliminates the need for personal phone numbers when handling transferred calls.

✨ What’s New

📞 Transfer Calls Without Personal Phone Numbers

You can now transfer calls to teammates even if they do not have a personal phone number configured.

• No personal phone number required
• Supports internal team call routing
• Simplifies call management across teams

🔄 Support for Warm & Blind Transfers

The new experience works across both transfer methods:

• Warm transfers
• Blind transfers
• Inbound calls
• Outbound calls

💻 Multi-Device Call Delivery

Transferred calls can ring all configured devices simultaneously.

Supported devices include:

• Web App
• Phone
• SIP Desk Phone

This ensures teammates can answer from whichever device is available.

👀 Transferred Call Visibility

When receiving a transferred call through the Web App:

• Teammates can see that the call was transferred
• Transfer context is visible before answering
• Provides a smoother handoff experience

🔐 How It Works

When handling a call:

• Start or receive a regular inbound or outbound call
• Click Warm Transfer or Blind Transfer
• Select the teammate you want to transfer the call to
• View available device types for that teammate
• Click Hold & Call
• The receiving teammate receives the transfer notification
• They answer the call and complete the transfer process

⚙️ How to Enable via Labs

📌 Navigate to:

Agency Settings → Labs → Sub-Account

📌 Locate:

Transfer calls to any device a teammate uses

📌 Click:

Activate Feature

📌 Select the desired sub-accounts

📌 Use:

Bulk Actions → Enable Access

🎯 Why This Matters

⚡ No Personal Numbers Needed

Makes team call transfers possible without requiring personal phone configurations.

📞 More Flexible Call Routing

Calls can reach teammates wherever they are working.

💻 Supports Modern Calling Workflows

Works across web-based and SIP-based communication setups.

🚀 Improves Team Collaboration

Enables smoother call handoffs between team members.

📈 Higher Call Answer Rates

Calls ring all configured devices simultaneously, reducing missed transfers.

📝 Notes

• Available through Labs
• Supports both inbound and outbound calls
• Supports both warm and blind transfers
• Calls ring all configured forwarding devices simultaneously
• Teammates without configured devices are hidden from transfer selection
• Mobile App support is coming soon
• Re-transferring an already transferred call is not currently supported

🎯 Result

Teams can now transfer calls seamlessly across Web, Phone, and SIP devices without requiring personal phone numbers, creating a more flexible, scalable, and efficient calling experience across the platform.

🚀 Overview

We’re introducing Spintax support in the email builder, allowing you to automatically generate dynamic variations of your email content.

With this update, you can create multiple versions of words, phrases, or full sentences inside a single email template - and the system will randomly select one variation at send time. This helps make outreach more natural, less repetitive, and more personalized at scale.

✨ What’s New

🔀 Dynamic Content Variations with Spintax

You can now define multiple variations within a single message using the {SPIN|} format.

Example:

{SPIN|Hey|Hello|Hi} there!

When sent, recipients will receive one randomized version such as:

• Hey there!
• Hello there!
• Hi there!

🧠 Nested Custom Value Support

Spintax now supports dynamic fields inside variations:

Example:

{SPIN|Hey {{contact.first_name}}|Hello {{contact.first_name}}|Hi {{contact.first_name}}}

This allows highly personalized messaging at scale.

📩 Multi-Placement Support

Spintax works across:

• Email subject lines
• Preview text
• Email body content

This ensures full-message variability across campaigns.

🎯 How It Works

When composing an email:

• Wrap variations using {SPIN|option1|option2|option3}
• Separate each variation using |
• Add custom values if needed (e.g., contact fields)
• Save the template or message
• On send, one variation is randomly selected per email

⚙️ How to Use

📌 Step 1: Open Email Builder

Navigate to your email campaign or template editor.

📌 Step 2: Add Spintax Content

Insert variations using:

{SPIN|Hey|Hello|Hi} {{contact.first_name}}

📌 Step 3: Save Template

Save your email as normal - no additional configuration required.

📌 Step 4: Send Email

On send, the system automatically picks one variation per recipient.

📊 Why This Matters

⚡ Improves cold email deliverability by reducing repetitive patterns

🎯 Enables natural-sounding personalization at scale

🔄 Eliminates need for multiple A/B test versions

📉 Reduces spam detection risk in outreach campaigns

🚀 Improves engagement with varied messaging styles

📝 Notes

• Spintax can be used in subject, preview text, and body
• Supports nested custom values like contact fields
• Each email sent randomly selects one variation
• Ideal for cold outreach and large-scale campaigns

🎯 Result

Spintax enables smarter, more dynamic email creation by allowing automated variation of messaging - improving personalization, deliverability, and engagement without increasing campaign complexity.

🚀 Overview

We’re introducing a completely redesigned Sub-Accounts management experience, built to help agency owners handle growing client portfolios with greater speed, visibility, and operational control.

As agencies scale, managing hundreds or thousands of Sub-Accounts requires more than a basic list. This new experience transforms Sub-Account management into a structured, data-driven workspace designed for scale and faster decision-making.

✨ What’s New

📊 New Accounts Tab Experience

The Sub-Accounts list has been redesigned into a modern tabular workspace.

• Accounts tab is now the primary management view
• Inspired by HighLevel’s HighRise-style interface
• Replaces card-based layout with structured table format
• Enables faster scanning and comparison across accounts

🧠 Smartlists-Centered Management

Smartlists are now at the core of Sub-Account organization.

• Create filtered, purpose-driven account views
• Group accounts based on workflows, teams, or status
• Reduce manual searching and repeated filtering
• Quickly surface high-priority accounts

⚡ Improved Visibility at Scale

The new experience improves how agencies operate at scale:

• Faster identification of accounts needing attention
• Easier comparison across multiple accounts
• Better segmentation of large client portfolios
• Reduced time spent searching for specific accounts

🧩 Operational Efficiency Improvements

The redesigned system streamlines daily agency operations:

• Centralized workspace for account management
• Faster onboarding and performance tracking
• Easier monitoring of agency-owned and client accounts
• More efficient bulk operational workflows

🔐 How It Works

When accessing Sub-Accounts:

• Navigate to the Accounts tab inside Agency view
• View all Sub-Accounts in a structured table format
• Use Smartlists to create segmented views
• Apply filters to quickly surface relevant accounts
• Take actions directly from the unified workspace

🎯 Why This Matters

⚡ Faster Account Management

Reduced friction when navigating large client portfolios.

📊 Better Visibility Across Accounts

Clear, structured view replaces fragmented list-based navigation.

🧠 Smarter Organization with Smartlists

Custom views align with real agency workflows.

🚀 Scales With Agency Growth

Designed for agencies managing hundreds or thousands of accounts.

🧩 Improved Operational Efficiency

Less time searching, more time acting on insights.

📝 Notes

• New experience is centered around the Accounts tab
• Smartlists are now a core organizational layer
• Designed for high-scale agency environments
• Replaces legacy Sub-Accounts list interface
• Optimized for speed, filtering, and operational clarity

🎯 Result

The new Sub-Accounts Management Experience transforms how agencies manage clients by introducing a scalable, Smartlists-powered workspace that improves visibility, reduces complexity, and enables faster operational decision-making.

🚀 Overview

We’re excited to introduce a new set of marketing templates designed to help you build faster, convert better, and deliver more consistent campaigns across your entire funnel.

These fully customizable templates cover websites, funnels, forms, surveys, emails, and ad creatives - helping you streamline your marketing workflows and focus more on growth and engagement.

✨ What’s New

🌐 Website Templates

• 2 new website templates published
• Medical industry templates included

📧 Email Templates

• 1 new email template added
• Medical-focused design and layout

📝 Form Templates

• 1 new form template published
• Health & Wellness category

📊 Survey Templates

• 1 new survey template added
• Marketing Agency use case

📱 Social Templates

• 4 new social templates published
• Medical (2)
• Marketing Agency (2)

📣 Facebook Ad Templates

• 5 new Facebook ad templates added
• Includes:
• Retirement services
• Travel consultancy

🔎 Google Ad Templates

• 5 new Google ad templates published
• Includes:
• Lock & key services
• Chiropractic care
• Marketing consultancy
• Family law
• Insurance consulting

💼 LinkedIn Ad Templates

• 5 new LinkedIn ad templates published
• Includes:
• Business coaching
• Video production
• Travel insurance
• Product reviews
• Residential architecture

💥 Enhanced Snapshot Update

A redesigned snapshot has been released with improved structure and consistency across assets.

• New website design included
• Matching funnel, form, and email templates
• Improved pipeline structure
• Standardized workflow naming conventions
• New Facebook ad included
• Industry-specific snapshot updates across multiple categories

🎯 Why This Matters

⚡ Faster campaign creation with ready-to-use templates

🎨 More consistent branding across channels

📈 Improved conversion-focused design assets

🧩 Better alignment between funnels, emails, and ads

🚀 Reduced setup time for agencies and marketers

📝 Notes

• Templates are fully customizable
• Available across multiple industries
• Snapshots include pre-configured marketing assets
• Designed for faster deployment inside campaigns and funnels

🎯 Result

These new templates and enhanced snapshots help agencies and businesses launch complete marketing systems faster - with consistent design, better performance, and less manual setup.

🚀 Overview

We’ve introduced a new Housecall Pro integration inside Workflows, allowing home service businesses to automate actions based on job activity and create customers directly from workflows.

With this update, workflows can now react to job scheduling and completion events in real time, while also pushing new customer records into Housecall Pro automatically.

✨ What’s New

📅 Job-Based Workflow Triggers (Housecall Pro → Workflows)

Two new triggers are now available:

• Job Scheduled → fires when a job is scheduled or rescheduled
• Job Completed → fires when a job is marked as complete

Both triggers return:

• Full job payload
• Nested customer object
• Consistent data structure across events

This ensures reliable mapping and reuse across workflows.

👤 Customer Creation Action (Workflows → Housecall Pro)

A new workflow action is now available:

• Create new customer inside Housecall Pro
• Returns Customer ID for downstream use
• Supports standard fields (name, email, phone, company)

🔐 How It Works

When Housecall Pro is connected:

• Authentication is done via API key
• One connection can be reused across multiple accounts
• Triggers listen to job lifecycle events
• Actions push customer data into Housecall Pro

⚙️ How to Use

📌 Connect Housecall Pro

• Open Workflows → Add Trigger or Action
• Select Housecall Pro
• Click Connect your account
• Paste API key from:
• Housecall Pro → My Apps → API Key Management → Generate API Key (Full Access)

📅 Set Up Triggers

• Choose Job Scheduled or Job Completed
• Add optional filters (customer, employee, job tag, etc.)
• Click Find New Records to load sample payload
• Save trigger after mapping fields

👤 Set Up Action

• Select Create New Customer
• Required: First Name, Last Name
• Optional: Email, Company, Mobile Number (10 digits), Home Number
• Click Test Action to validate
• Save and publish workflow

💡 Example

A customer books a service:

• Job Scheduled fires → send confirmation SMS, create/update CRM contact, apply tags
• Job Completed fires → send thank-you SMS, request review, send receipt

🎯 Why This Matters

⚡ Automates full job lifecycle communication

📊 Keeps CRM and Housecall Pro in sync

🔄 Enables real-time service workflows

🧩 Reduces manual operational work for service teams

📝 Additional Notes

• 2 triggers: Job Scheduled, Job Completed
• 1 action: Create New Customer
• Both triggers return full job + customer payload
• API key authentication required
• Premium workflow components (standard billing applies)

🎯 Result

Housecall Pro now connects directly to Workflows, enabling real-time automation from job scheduling to completion while keeping customer records synchronized across systems.

🚀 Overview

Starting June 12, 2026, we are updating SMS pricing for select international destinations due to increased carrier and messaging provider costs.

These updates ensure continued reliable SMS delivery across global routes while maintaining infrastructure stability and compliance with carrier pricing changes.

💰 What’s Changing

📱 Updated SMS Rates for Select Countries

• Gibraltar: $0.1091 → $0.1225
• Iraq: $0.4491 → $0.5030
• Ivory Coast: $0.4397 → $0.4925
• Jordan: $0.3884 → $0.4429
• Liberia: $0.2406 → $0.2677
• Madagascar: $0.5267 → $0.5899
• Malaysia: $0.2594 → $0.3389
• Montenegro: $0.1721 → $0.1928
• Samoa: $0.2369 → $0.2675
• São Tomé and Príncipe: $0.1307 → $0.1581
• Togo: $0.4416 → $0.4946

📊 Why This Matters

These adjustments reflect changes in underlying carrier and messaging provider costs required to:

• Maintain reliable global SMS delivery
• Support international messaging infrastructure
• Ensure continued compliance with carrier pricing updates
• Preserve message routing quality across regions

⚙️ What You Need to Do

Nothing is required on your end.

• New pricing will automatically apply starting June 12, 2026
• Existing workflows and SMS automations will continue to function normally
• Billing will reflect updated per-country rates automatically

🔄 Ongoing Commitment

We continuously monitor global carrier pricing to:

• Optimize SMS delivery performance
• Maintain competitive international rates
• Ensure stable and reliable messaging infrastructure worldwide

🎯 Result

International SMS pricing has been updated for select destinations to reflect carrier cost changes, ensuring continued reliable delivery without requiring any action from users or system changes.

🚀 Overview

We’re introducing a new in-app support ticket system for Marketplace applications, enabling agencies to raise and manage support issues directly from within HighLevel.

With this update, agencies no longer need to rely on external emails or third-party support channels. Instead, they can communicate directly with app developers, track issue status, and share relevant files - all inside the platform.

✨ What’s New

🎫 In-App Support Ticket Creation

Agencies can now create support tickets directly from any installed Marketplace app.

• Raise issues without leaving HighLevel
• Attach screenshots, files, or documents for context
• Submit tickets tied directly to the specific app

💬 Two-Way Developer Communication

A fully integrated conversation system between agencies and developers.

• Developers respond from the Developer Portal
• Agencies reply directly inside HighLevel
• Full conversation history stays linked to the ticket

📎 File & Context Attachments

Better issue resolution through richer context.

• Upload screenshots and supporting files
• Provide structured issue descriptions
• Improve debugging and turnaround time

📊 Centralized Ticket Tracking

All support activity stays organized inside the Marketplace experience.

• View ticket status per app
• Track open, pending, and resolved issues
• Maintain historical support records

📧 Email Notifications (Powered by Freshdesk)

Stay updated in real time.

• Ticket creation notifications
• Developer response alerts
• Ongoing conversation updates

🔐 How It Works

When an agency raises a support ticket from an installed Marketplace app:

• A ticket is created and synced via Freshdesk
• The ticket is linked directly to the specific app
• Developers receive the request in the Developer Portal
• Agencies and developers communicate through a shared conversation thread
• All updates and attachments remain tied to the ticket record

🎯 Why This Matters

⚡ Faster Issue Resolution

Direct communication between agencies and developers reduces delays.

🧩 Context-Rich Support

Tickets are tied to apps, making troubleshooting clearer and faster.

📍 Single Source of Truth

No fragmented email chains - all conversations live inside HighLevel.

🔄 Better Developer Experience

Developers can manage, respond, and track all support requests in one place.

📈 Improved Marketplace Reliability

Standardized support improves trust and ecosystem stability.

📝 Notes

• Feature is currently enabled via Labs
• (Agency View → Labs → Marketplace - Developer Support Tickets)
• Sub-account users/admins cannot create tickets
• Powered by Freshdesk for backend ticket management
• Available for installed Marketplace applications only

🎯 Result

Marketplace support is now fully integrated into HighLevel, creating a seamless, contextual, and centralized support experience for agencies and developers without leaving the platform.

🚀 Overview

We’ve improved the rich text editor experience across mobile apps to ensure formatting stays consistent between web and mobile devices.

With this update, notes, emails, tasks, and other rich text content now preserve formatting exactly as intended - whether created on desktop or edited on mobile.

This eliminates layout breaks, spacing issues, and content inconsistencies when switching between devices.

✨ What’s New

📱 Cross-Device Formatting Consistency

Rich text content now behaves consistently across web and mobile:

• Line spacing is preserved
• Block quotes remain intact
• Blank lines no longer disappear
• Mixed formatting stays stable
• Email snippets no longer break layout

🧠 Improved Editor Stability (v4.14)

The rich text editor has been upgraded to ensure:

• Web-created content renders correctly on mobile
• Mobile edits preserve original formatting structure
• No corruption when switching between devices
• Stable rendering for notes, emails, and tasks

📧 Consistent Email & Notes Experience

Formatted content now looks identical across platforms:

• Contact Notes
• Conversations (Emails)
• Tasks
• Appointment Notes
• Invoice Terms
• Any rich text powered field

⚡ Better Mobile Editing Experience

Users can now confidently edit content on the go:

• No need to reformat after mobile edits
• Clean and predictable output across devices
• Reliable rendering for templates and snippets

🛠️ How It Works

• Content created on web is preserved when opened on mobile
• Mobile edits maintain original formatting structure
• Updated content syncs back without layout loss
• Formatting engine ensures parity across platforms

💡 Why This Matters

This update helps users:

• Save time by eliminating reformatting work
• Send more professional and consistent emails
• Edit confidently from mobile without breaking layouts
• Reduce formatting-related support issues
• Maintain clean, structured communication across devices

📊 Roll-out & Availability

• Release Version: v4.14
• Available on: iOS & Android
• Status: Public Release
• Platforms: HighLevel, LeadConnector, White Label Apps

📝 Good to Know

• Complex tables or deeply nested lists may still simplify slightly on mobile
• Some web fonts may fallback on mobile rendering
• Task rich text support has been improved further in v4.14

🎯 Result

Rich text content now stays consistent across web and mobile apps, giving users a seamless editing experience without formatting loss, layout issues, or cross-device inconsistencies.

🚀 Overview

We’ve released major improvements to Prospect AI, transforming it from a basic automated lead finder into a fully configurable AI-powered prospecting system.

With this update, agencies can now deploy multiple AI agents, control lead allocation more precisely, improve scheduling behavior, and manage how prospects are enriched and added into CRM workflows.

This upgrade enables a scalable, territory-based prospecting system that runs continuously in the background to discover and qualify leads.

✨ What’s New

🤖 Multiple AI Prospecting Agents

You can now create multiple Prospect AI agents within the same account.

Each agent can be independently configured for different:

• Niches
• Locations
• Search radius
• Filters
• Audit settings
• Enrichment rules

Example setup:

• Agent Alex → Dentists in Dallas
• Agent Sarah → HVAC Contractors in Austin
• Agent Mike → Roofers in Houston

This allows fully segmented, multi-vertical prospecting strategies.

📈 Increased Monthly Lead Limits

We’ve significantly expanded Prospect AI capacity:

• Basic Plan → up to 50 prospects/month
• Premium Plan → up to 100 prospects/month

⚠️ Limits apply per account, not per agent.

This ensures shared capacity across all active agents while maintaining predictable usage control.

⚡ Smarter Weekly Scheduling Logic

Scheduling behavior has been improved for faster execution:

• Agents no longer wait unnecessarily for the next cycle
• If the scheduled run day has not passed, execution happens within the current week
• Reduces delays when creating new agents mid-cycle

Note: Runs scheduled within 24–36 hours may still shift due to processing windows.

📅 Improved Monthly Scheduling Behavior

Monthly scheduling is now more intuitive:

• Agents created early in the month can run within the same month
• No longer forced to wait until the following month
• Faster onboarding and lead generation after setup

📊 Enhanced Lead Allocation Visibility

We’ve improved how agencies manage lead distribution across agents:

• Clear visual breakdown of total monthly allowance
• Leads already assigned per agent
• Remaining available capacity
• Real-time allocation indicators with improved UI clarity

This makes it easier to manage territory-based prospecting at scale.

🧠 Audit & Enrichment Controls

Prospect AI now provides more granular control over post-discovery actions:

• Choose which marketing audit sections run automatically
• Enable or disable enrichment steps per agent
• Control whether CRM contacts are automatically created in sub-accounts

You can now decide whether Prospect AI:

• Only creates prospects
• Or fully pushes them into CRM as contacts

🔄 CRM Creation Flexibility (Sub-Accounts)

For sub-account workflows:

• Option to automatically create CRM contacts when prospects are found
• Or keep prospects isolated for review before CRM entry

This gives agencies full control over data flow into pipelines.

💡 Why This Matters

This update transforms Prospect AI into a scalable AI-driven outbound engine:

• Run multiple niche-specific agents in parallel
• Allocate leads intelligently across territories
• Reduce setup-to-value time with smarter scheduling
• Improve CRM data control and cleanliness
• Enable structured, AI-powered prospecting operations

🧠 What’s Coming Next

We’re actively building the next phase of Prospect AI:

• Automatic opportunity creation in pipelines
• Full run history and execution logs per agent
• AI-generated outreach drafts based on audit results
• Workflow trigger filters per agent
• Smarter personalization for outreach campaigns

🎯 Result

Prospect AI is now a multi-agent, territory-based prospecting system that helps agencies continuously discover, qualify, and structure leads - moving from simple lead generation to a full AI-powered prospecting operation.

🚀 Overview

We’ve made API documentation available directly on the LeadConnector domain, enabling a fully grey-labeled developer experience for agencies, partners, and their customers.

With this update, developers can now access and share API documentation without any GoHighLevel branding, ensuring a seamless white-label experience across integrations and technical workflows.

✨ What’s New

🌐 API Documentation Now Hosted on LeadConnector Domain

API documentation is now available directly on:

https://marketplace.leadconnectorhq.com/docs

This provides a consistent and brand-neutral developer experience for all users.

🏷️ Fully Grey-Labeled Documentation Experience

All GoHighLevel branding has been removed from API documentation pages:

• GoHighLevel references removed from docs
• API parameters and naming aligned with white-label standards
• Neutral branding for customer-facing use

🔄 Consistent Experience Across White Label Environments

Documentation now matches the rest of the Grey Label ecosystem:

• Unified branding across platform tools
• Seamless sharing with clients and developers
• Consistent experience across agency environments

🔐 Improved Partner & Agency Usability

This update improves how agencies share and use API documentation:

• Safe to share directly with customers
• No exposure of underlying platform branding
• Better alignment with white-label business models

💡 Why This Matters

This enhancement helps agencies and partners:

• Deliver a fully white-labeled developer experience
• Share API documentation confidently with clients
• Maintain brand consistency across integrations
• Reduce confusion caused by platform-level branding exposure
• Strengthen the overall SaaS and agency ecosystem experience

📝 Notes

• Documentation is now mirrored on LeadConnector domain
• No functional API changes were introduced
• Only branding and hosting location have been updated
• Existing API integrations remain unchanged

🎯 Result

You can now access and share API documentation in a fully grey-labeled environment through LeadConnector, enabling a cleaner, more professional white-label experience for agencies and their customers.

🚀 Overview

We’ve introduced a new batch of professionally designed templates across multiple categories including websites, emails, surveys, social posts, and ad campaigns.

These templates are built to help users launch faster, maintain design consistency, and improve marketing performance across funnels, campaigns, and outreach channels.

With this update, users now have access to more industry-specific templates tailored for legal, marketing, real estate, finance, health, and business services.

✨ What’s New

🌐 New Website Templates

We’ve added new website templates designed for high-conversion industry use cases:

• Legal - 1 new template

These templates are optimized for professional service-based landing pages and client acquisition.

📧 New Email Templates

New email templates are now available for campaign use:

• Marketing Agency - 1 new template

These are designed for outreach, nurturing, and promotional campaigns.

📋 New Survey Templates

We’ve expanded survey templates for lead capture and feedback collection:

• Legal - 1 new template

These help collect structured user responses for better qualification and insights.

📣 New Social Templates

New social media templates are now available for engagement campaigns:

• Insurance - 2 templates
• Legal - 2 templates

These are optimized for brand awareness and audience engagement across platforms.

📊 New Google Ad Templates

We’ve added new high-performance Google Ad templates across industries:

• Home Services - Appliance Service
• Health & Wellness - Natural Wellness
• Finance - Accounting
• Creative - Photography
• Business Coaching & Consulting - Career Coaching

These templates are structured for improved ad relevance and conversion rates.

💼 New LinkedIn Ad Templates

New LinkedIn ad templates are now available for B2B targeting:

• Real Estate - Commercial Property Inspector
• Business Coaching & Consulting - Cyber Security Consulting
• Creative - Copy Writer
• Marketing Agency - Digital Marketing
• Real Estate - Title Insurance Representative
• Automation Software - Email
• Mediation Services - Survey
• Accounting - Google Ad
• Appliance Services - Google Ad

These templates are optimized for professional targeting and lead generation on LinkedIn.

💡 Why This Matters

This update helps users:

• Launch marketing campaigns faster with ready-made templates
• Improve consistency across websites, ads, and emails
• Reduce design and copywriting effort
• Increase conversion rates with optimized structures
• Access industry-specific templates tailored to their niche

📝 Notes

• All templates are fully customizable
• Templates are categorized by industry and use case
• New templates are available immediately in the template library
• Designed for use across funnels, campaigns, and automation flows

🎯 Result

You now have access to a broader library of high-quality, industry-specific templates that help you build faster, market smarter, and convert better across all major channels.

🚀 Overview

We’ve improved how Calendly appointment reschedules are handled inside HighLevel Calendars to ensure consistent behavior across all scheduling sources.

With this update, Calendly reschedules now behave the same way as native HighLevel appointment reschedules, enabling reliable workflow execution, accurate tracking, and consistent appointment state management.

✨ What’s New

🔁 Unified Reschedule Behavior

Calendly reschedules are now treated as true reschedule events within HighLevel.

• Existing appointments are updated instead of recreated
• Appointment status is correctly set to “Rescheduled”
• Original appointment data is preserved for tracking and history

🧠 Improved Workflow Compatibility

Reschedule-based automations now work consistently for Calendly bookings.

• “Rescheduled = True” filters now include Calendly appointments
• Reschedule-triggered workflows execute reliably
• Tags and conditions tied to rescheduling are applied correctly

📊 Accurate Appointment Tracking

Appointment records now maintain full lifecycle integrity:

• Original date/time is retained for reference
• Updated schedule is reflected in the same record
• No duplicate appointment creation during reschedule events

🔐 How It Works

When a Calendly appointment is rescheduled:

1. The existing HighLevel appointment is updated with the new time
2. The appointment is flagged as “Rescheduled”
3. Previous appointment timing is preserved in history
4. Workflow conditions tied to reschedules are triggered
5. Tags and automation rules are applied as expected

🎯 Why This Matters

⚙️ Consistent Scheduling Logic

Calendly now behaves identically to native HighLevel calendar appointments.

🔄 Reliable Automations

Reschedule-based workflows now trigger correctly across all appointment sources.

📈 Improved Data Accuracy

No duplicate records and no lost reschedule history.

🧩 Better Cross-Tool Integration

Creates a unified scheduling experience between Calendly and HighLevel calendars.

📝 Notes

• Applies to all new Calendly reschedule events going forward
• Existing appointment history remains unchanged
• No configuration changes required

🎯 Result

Calendly reschedules now fully align with HighLevel’s native scheduling system, ensuring accurate tracking, consistent workflows, and a seamless appointment management experience across the platform.

🚀 Overview

We’ve introduced a native integration for Klaviyo inside Workflow Builder, enabling real-time automation between Klaviyo profiles, lists, segments, metrics, and campaigns with your workflows.

With this update, Klaviyo customer activity can directly trigger workflows, and workflows can also create, update, and manage Klaviyo data without any external tools or manual syncing.

This enables a unified automation system where profile changes, segment entries, and marketing events in Klaviyo can instantly power CRM actions, workflows, and campaign execution.

✨ What’s New

🔁 Klaviyo Triggers (Polling-Based, Near Real-Time)

Workflows can now react to Klaviyo activity using 4 new triggers that run every 5 minutes:

• New Event (metric-based events like Placed Order, Viewed Product)
• New Profile
• Profile Added to List
• Profile Added to Segment

These triggers allow workflows to respond to customer behavior, lifecycle changes, and segmentation updates inside Klaviyo.

🛠️ Full Klaviyo Workflow Actions (17 Actions Added)

Workflows can now manage Klaviyo data end-to-end:

• Create / Update / Find Profile
• Subscribe / Unsubscribe Profile
• Create / Find List
• Add / Remove Profile from List
• Find Segment
• Find Campaigns
• Send Campaign
• Add / Remove Tags (Lists & Segments)

This enables complete lifecycle control of Klaviyo marketing data directly from workflows.

🔄 Unified Profile-Centric Automation

You can now build full automation loops between CRM and Klaviyo:

• Klaviyo profile created → CRM contact created/updated
• CRM event → Klaviyo profile update or subscription
• Segment entry → internal workflow trigger or alert
• Workflow milestone → Klaviyo campaign execution

This creates a fully connected marketing + CRM automation layer.

📡 Polling-Based Event Sync (5-Minute Intervals)

Klaviyo triggers operate using a reliable polling mechanism:

• Runs every 5 minutes
• Fetches new matching records since last poll
• Processes events in order
• Prevents duplicate executions

This ensures stable near-real-time automation without webhook complexity.

🔐 Secure OAuth-Based Connection

Klaviyo is connected via secure OAuth authentication.

Benefits:

• No API key management
• Scoped permissions (Profiles, Lists, Campaigns, Events, Segments, Tags)
• Secure account-level access control

🧠 Consent-Aware Subscription Handling

Email and SMS consent are handled independently:

• Subscribe Profile supports separate channel flags
• Ensures compliance with GDPR / TCPA / CASL
• Prevents incorrect cross-channel subscription logic

📊 Campaign Execution from Workflows

Workflows can now trigger Klaviyo campaigns:

• Send Campaign action triggers draft campaigns instantly
• Campaign content remains fully managed inside Klaviyo
• Workflow controls execution, not design

🛠️ How to Set Up Klaviyo

Connect via Workflow Builder:

• Go to Automation → Workflows
• Add Klaviyo trigger or action
• Click Connect your account
• Complete OAuth authentication
• Approve required scopes
• Connection completes automatically

Alternative Setup:

• Go to Settings → Integrations → Klaviyo
• Click Connect and complete OAuth flow

💡 Example Use Cases

📩 New Profile → CRM Sync

Automatically create or update CRM contacts when a new Klaviyo profile is created.

🛒 Event-Based Automation

Trigger workflows from events like “Placed Order” or “Viewed Product”.

📣 Segment Entry → Campaign Trigger

When a profile enters a segment, automatically send a Klaviyo campaign.

🔄 List Signup → Full System Sync

Sync profile across CRM, tagging system, and onboarding workflows.

💡 Why This Matters

This integration helps teams:

• Eliminate manual syncing between CRM and marketing systems
• React instantly to Klaviyo customer behavior
• Build unified lifecycle automation flows
• Improve segmentation-driven marketing execution
• Reduce dependency on external automation tools

⚠️ Important Notes

• All triggers run every 5 minutes (polling-based)
• All actions are premium workflow components
• Subscribe and Update Profile must be used separately
• Campaigns must be created in Klaviyo before triggering
• Email is the primary deduplication key

🎯 Result

You can now fully integrate Klaviyo with workflows to automate customer lifecycle events, synchronize profiles, and trigger campaigns - creating a seamless bridge between marketing automation and CRM workflows.

🚀 Overview

We’ve added new website, email, form, survey, social, ad, and snapshot templates designed to help teams launch marketing assets faster and with greater consistency.

These templates are fully customizable and built to support agencies and businesses across multiple industries, improving speed-to-launch while maintaining professional design standards.

✨ What’s New

🌐 Website Templates

• 1 new website template published
• Marketing Agency (1)

📧 Email Templates

• 1 new email template published
• Insurance (1)

📝 Form Templates

• 1 new form template published
• Creative (1)

📊 Survey Templates

• 1 new survey template published
• Home Services (1)

📱 Social Templates

• 4 new social templates published
• Home Services (2)
• Health & Wellness (2)

📣 Facebook Ad Templates

• 5 new Facebook ad templates published
• Industries include:
• Bakery (Restaurant & Bar)
• Mediation and Arbitration Services (Legal)
• Jewelry Designer (Creative)
• Wellness Coaching (Health & Wellness)
• Compound Pharmacy (Medical)

🔎 Google Ad Templates

• 5 new Google ad templates published
• Industries include:
• Spa Services (Beauty & Fashion)
• Vehicle Sales (Automotive)
• Hospitality Services (Travel & Hospitality)
• Fine Dining Steakhouse (Restaurant & Bar)
• Architectural Design Firm (Real Estate)

💼 LinkedIn Ad Templates

• 5 new LinkedIn ad templates published
• Industries include:
• Tax Specialist (Finance)
• Commercial Insurance (Insurance)
• PPC Management (Marketing Agency)
• Real Estate Consulting (Business Coaching & Consulting)
• SEO Services (Marketing Agency)

📦 Snapshot Templates

• 1 new snapshot released covering multiple LinkedIn ad configurations:
• Mediation Services (Legal)
• Commercial Insurance
• PPC Management
• Real Estate Consulting
• SEO Services

💡 Why This Matters

⚡ Faster Campaign Deployment

Reduce time spent building websites, funnels, ads, and emails from scratch.

🎯 More Industry Coverage

Expanded templates now support legal, insurance, real estate, hospitality, wellness, and marketing services.

🧩 Consistent Marketing Quality

Ensure structured, professional campaigns across all channels.

🚀 Better Agency Efficiency

Enable faster duplication of proven marketing structures across clients.

📝 Notes

• All templates are fully editable
• Can be used across campaigns, funnels, and automation workflows
• Snapshot templates include prebuilt multi-channel configurations

🎯 Result

This update expands your marketing toolkit with ready-to-use templates across major channels, helping teams launch faster, scale easier, and maintain consistent campaign quality across industries.

🚀 Overview

We’ve updated the routing logic for AUP (Acceptable Use Policy) block notification emails to ensure more reliable delivery to the right stakeholders within agencies and sub-accounts.

This improvement ensures critical compliance notifications reach responsible users without unnecessary delays or misrouting.

✨ What’s New

📧 Improved Email Delivery Targeting

AUP block notification emails will now be sent to:

Agency Owner

OR

Admins associated with the specific Sub-account

This ensures that the most relevant responsible users are notified first.

🔁 Fallback Delivery Logic

If neither an Agency Owner nor Sub-account Admin is available, the system will:

Automatically fall back to a random available recipient mechanism to ensure delivery is not blocked.

🧭 Smarter Responsibility Mapping

The system now prioritizes:

Agency-level ownership first

Sub-account administrative responsibility second

System-level fallback as last resort

👷 How It Works

When an AUP block event occurs:

System checks for Agency Owner

If found → send email

If not found → check Sub-account Admins

If found → send email

If none found → use fallback routing mechanism

💡 Why This Matters

Previously, AUP block notifications could be inconsistently routed, which sometimes led to delayed awareness or missed compliance actions.

This update improves reliability by:

Ensuring notifications always reach responsible users

Reducing dependency on manual monitoring

Strengthening compliance visibility

Improving operational accountability

🎯 Benefits

More reliable compliance notifications

Clear ownership-based routing logic

Reduced risk of missed AUP alerts

Better agency-level accountability

Improved system resilience with fallback handling

🔥 Result

AUP block notifications now follow a structured and reliable delivery hierarchy, ensuring critical compliance alerts are always delivered to the right users or safely routed via fallback when necessary.

🚀 Overview

We’re excited to introduce Snapshot support for Rental Listings and Rental Categories 🎉

This enhancement enables agencies and businesses to easily replicate Rental configurations across multiple sub-accounts, significantly reducing manual setup effort and improving scalability for multi-location operations.

✨ What’s New

📦 Rental Listings in Snapshots

You can now include Rental Listings when creating or restoring Snapshots, allowing you to:

Duplicate fully configured rental listings

Reuse listing setups across multiple sub-accounts

Maintain consistency across locations

📁 Rental Categories in Snapshots

Rental Categories are now also supported, enabling you to:

Replicate category structures

Preserve listing organization across accounts

Standardize rental hierarchies at scale

🧩 Flexible Selection

When creating a Snapshot, you can independently choose:

Rental Listings only

Rental Categories only

Or both together

This gives full control over what configuration data gets copied.

👷 How It Works

Go to:

Agency View → Account Snapshots

Create a Snapshot from a source sub-account

Select assets to include:

Rental Listings

Rental Categories

Save the Snapshot

Load the Snapshot into a destination sub-account

Selected Rental assets are automatically replicated.

💡 Why This Matters

Previously, agencies had to manually recreate rental listings and category structures for every new sub-account, which was time-consuming and error-prone.

This update improves scalability by:

Reducing setup time across locations

Ensuring consistency in rental configurations

Simplifying agency-level onboarding workflows

Eliminating repetitive manual configuration

🎯 Benefits

Faster multi-location onboarding

Consistent rental setup across sub-accounts

Reduced manual configuration effort

Improved scalability for agencies

Reusable rental templates via snapshots

🔥 Result

Rental Listings and Categories can now be seamlessly cloned across sub-accounts using Snapshots, making Rentals setup faster, more consistent, and far more scalable.

🚀 Overview

We’ve expanded the template library with new website, email, form, survey, social, ad, and snapshot templates to help you launch campaigns faster and with more consistency.

These templates are designed to streamline marketing setup across multiple channels, reduce manual effort, and provide ready-to-use assets for different industries.

✨ What’s New

🌐 Website Templates

• 1 new template published
• Home Services (1)

📧 Email Templates

• 1 new template published
• Finance (1)

📝 Form Templates

• 1 new template published
• Automotive (1)

📊 Survey Templates

• 1 new template published
• Business, Coaching & Consulting (1)

📱 Social Templates

• 4 new social templates published
• Financial (2)
• Creative (2)

📣 Facebook Ad Templates

• 5 new templates published
• Industries include:
• Business Coaching & Consulting (Career Coaching)
• Home Services (Plumber)
• Restaurant & Bar (Ice Cream Shop)
• Creative (Art Gallery)
• Medical (Direct Primary Care Provider)

🔎 Google Ad Templates

• 5 new templates published
• Industries include:
• Pet Groomer (Other)
• Primary Care Provider (Medical)
• Digital Marketer (Marketing Agency)
• Workers Compensation Attorney (Legal)
• Business Coverage (Insurance)

💼 LinkedIn Ad Templates

• 5 new templates published
• Industries include:
• Title Insurance Representative (Real Estate)
• Bookkeeper (Finance)
• Property & Casualty Insurance Rep (Insurance)
• Public Relations Firm (Marketing Agency)
• Property Staging (Real Estate)

📦 Snapshot Templates

• 1 new snapshot released covering multiple industries and use cases, including:
• Marketing agencies
• Real estate and staging
• Healthcare and medical services
• Coaching and consulting
• Home services and trades
• Financial and insurance sectors
• Creative and artistic businesses

💡 Why This Matters

⚡ Faster Campaign Launches

Pre-built templates reduce setup time across websites, funnels, ads, and forms.

🎯 Industry-Specific Marketing Assets

Templates are tailored to verticals like healthcare, real estate, finance, coaching, and home services.

🧩 Consistent Branding & Structure

Ensures higher quality and uniformity across campaigns and client builds.

🚀 Improved Scalability for Agencies

Agencies can replicate proven structures quickly across multiple clients and industries.

📝 Notes

• Templates are fully customizable
• Can be used across funnels, campaigns, and automation flows
• Snapshot includes multi-industry prebuilt configurations

🎯 Result

You now have a significantly expanded template library to build websites, ads, emails, and funnels faster - helping teams launch high-quality marketing assets with less effort and more consistency.

🚀 Overview

We’ve introduced a native HubSpot integration inside Workflow Builder, enabling seamless automation between HubSpot CRM and your workflows.

This integration allows workflows to react to new HubSpot contacts and manage contact creation and lookup directly - without relying on external tools or manual syncing.

The release focuses on contact-level automation with one instant trigger and five powerful actions designed for core inbound CRM workflows.

🔍 Where to Access

Go to:

Automation → Workflows → Apps → HubSpot

Alternative path:

Settings → Integrations → HubSpot

✨ What’s New

⚡ Instant HubSpot Trigger

A single webhook-powered trigger is available:

New Contact Created

• Fires instantly when a contact is created in HubSpot
• Includes full standard and custom contact properties
• Supports real-time workflow enrollment

🛠️ HubSpot Workflow Actions

You can now create and retrieve HubSpot contacts directly from workflows:

Create Contact

• Creates a new HubSpot contact
• Supports standard fields (email, name, phone)
• Supports custom properties

Find Contact

• Lookup by Record ID, email, or filters
• Returns contact data for branching logic

Search Contact by Email (recommended pattern)

• Used for deduplication before creating contacts
• Ensures clean inbound CRM data

Get Contact by ID

• Fetches exact contact using HubSpot Record ID
• Optimized for update flows

Associate Contact (where applicable)

• Links contacts to companies or deals for account-based workflows

🔗 CRM Deduplication Best Practice

To avoid duplicate contacts:

1. Use Search Contact by Email first
2. If contact exists → reuse record
3. If not → proceed to Create Contact

This ensures email remains the single source of truth for contact identity.

📡 Instant Webhook-Based Delivery

The New Contact Created trigger is powered by HubSpot webhooks.

Benefits:

• Near real-time execution (seconds)
• No polling delays
• Reliable contact event streaming

🔐 Secure OAuth-Based Connection

The integration uses HubSpot OAuth authentication.

Benefits:

• Secure portal-level access
• Scoped permissions (Contacts read/write, associations)
• No API token management required

🧠 Full Custom Property Support

You can map any HubSpot contact property:

• Standard properties (name, email, phone)
• Custom CRM fields defined in HubSpot
• Flexible field mapping per workflow

🛠️ How to Set Up

Connect via Workflow Builder

1. Open Automation → Workflows
2. Add HubSpot trigger or action
3. Click Connect Now
4. Authenticate via HubSpot OAuth
5. Select portal and scopes
6. Save connection

Alternative Setup

Go to Settings → Integrations → HubSpot → Connect

💡 Example Use Cases

📥 Form → HubSpot Contact Sync

Automatically:

• Check if contact exists (by email)
• Create new contact if not found
• Map form data into HubSpot fields
• Optionally associate with company/deal

🔄 HubSpot → Platform CRM Sync

When a new contact is created in HubSpot:

• Mirror contact into platform CRM
• Keep email, name, and lifecycle stage in sync
• Maintain unified customer records

📊 Clean Inbound Lead Capture

Ensure all inbound leads from forms or ads:

• Are deduplicated
• Are standardized
• Are properly tracked in HubSpot

💡 Why This Matters

⚡ Real-Time CRM Automation

Instant triggers enable immediate engagement with new leads.

🧹 Cleaner Data Hygiene

Email-based deduplication prevents duplicate contacts.

🔗 Stronger CRM Connectivity

HubSpot and workflows now stay continuously in sync.

⚙️ Simpler Automation Design

Core CRM actions are now native inside workflows.

📝 Notes

• All triggers are Instant (webhook-based)
• Actions are premium workflow components
• Email is the canonical deduplication key
• Custom properties must exist in HubSpot before mapping
• Integration currently focused on contact-level automation

🎯 Result

You can now fully automate HubSpot contact workflows directly inside Workflow Builder - enabling real-time lead capture, clean data management, and seamless CRM synchronization without external tooling.

🚀 Overview

We’ve streamlined SaaS V2 plan management by enabling direct plan creation inside the SaaS Configurator.

You no longer need to switch into an agency sub-account to create or manage SaaS V2 plans. Everything can now be configured in a single unified interface, making setup faster, simpler, and more centralized.

🔍 Where to Access

Go to:

Agency View → SaaS Configurator → SaaS V2 Plans

✨ What’s New

🧩 Direct SaaS V2 Plan Creation

You can now create SaaS V2 plans directly inside the SaaS Configurator without switching contexts or navigating to sub-accounts.

⚙️ Centralized Configuration

All key plan settings are now available in one place, including:

• Plan creation and setup
• Add-ons configuration
• Custom Menu Links management

🧭 Unified Experience for V1 and V2

SaaS Configurator now serves as a single control hub for both:

• SaaS V1 plans
• SaaS V2 plans

This removes fragmentation across multiple interfaces.

💡 Why This Matters

⚡ Faster Setup

Eliminates unnecessary navigation between agency sub-accounts and configuration screens.

🧠 Simpler Workflow Management

All SaaS plan controls are now centralized, reducing setup confusion.

📦 Better Scalability

Supports more advanced SaaS configurations without requiring additional system switching.

🎯 Consistent Admin Experience

Creates a unified structure for managing both V1 and V2 SaaS offerings.

🔮 Coming Soon

We’re expanding SaaS Configurator further to include:

• Setup fees configuration
• Tax settings
• Additional SaaS V2 controls

This will make SaaS Configurator the complete hub for building, managing, and scaling SaaS plans end-to-end.

📝 Notes

• Feature applies to SaaS V2 plans only
• No change to existing V1 plan behavior
• All updates are reflected instantly inside the Configurator

🎯 Result

SaaS V2 plan creation is now faster, more intuitive, and fully centralized - removing friction and bringing all SaaS configuration tools into a single unified experience.

🚀 Overview

We’ve released critical fixes to improve accuracy in SaaS plan pricing and to enhance navigation reliability between SaaS Configurator and agency sub-accounts.

These updates ensure that billing configurations are saved correctly and that SaaS-related UI elements load consistently without requiring manual refreshes.

✨ What’s Fixed

💰 Custom Rebilling Markups Now Save Correctly

Custom markup values in SaaS plans are now properly persisted during create and update flows.

• Custom values are no longer overwritten by default markup settings
• Pricing logic now correctly respects user-defined configurations
• Improved consistency across SaaS V1 and SaaS V2 plans

Previously, default markup values could unintentionally override custom inputs, leading to incorrect pricing.

🔄 Improved Agency Sub-Account Switching Experience

When navigating from SaaS Configurator into an agency sub-account:

• SaaS sections now load immediately
• No missing UI components after navigation
• No manual page refresh required

This resolves an issue where SaaS modules occasionally failed to render until a reload was performed.

💡 Why This Matters

📊 Improved Pricing Accuracy

Ensures billing and markup configurations reflect exactly what users set.

⚙️ More Reliable SaaS Workflows

Reduces friction when managing SaaS plans across different environments.

🧭 Smoother Navigation Experience

Eliminates UI inconsistencies when switching between configurator and agency views.

🧠 Better System Predictability

Creates a more stable and consistent experience across SaaS V1 and V2 workflows.

📝 Notes

• Fixes apply to both SaaS V1 and SaaS V2 systems
• No configuration changes required
• Updates are applied automatically

🎯 Result

SaaS management is now more reliable, with accurate pricing behavior and a smoother, more stable navigation experience across all configuration flows.

🚀 Overview

We’re excited to announce that India phone numbers and Voice Calling capabilities will soon be available inside HighLevel.

This upcoming release will allow businesses to purchase and use India-based phone numbers directly within the platform for local communication and voice operations.

We’re currently preparing for beta rollout and inviting agencies to participate in early access testing.

🔍 What’s Coming Soon

📞 India Phone Numbers in Inventory

Users will soon be able to access India phone numbers directly from the platform inventory.

This will enable businesses to:

Purchase India-based numbers

Build localized communication workflows

Improve regional customer engagement

Expand voice operations within India

📲 Voice Calling Support

Voice Calling capabilities will also be supported for India numbers.

This will allow:

Inbound and outbound calling

Localized voice communication

Improved customer support workflows

Enhanced regional business operations

🧪 Beta Program Access

We’re currently looking for agencies interested in joining the beta release.

Beta participants will:

Get early access to India numbers

Help test voice calling functionality

Provide feedback during rollout

Help shape future improvements

🛠️ How to Join the Beta

Fill out the interest form here:

India Numbers & Voice Calling Beta Form

💡 Why This Matters

This upcoming release will help businesses:

Expand communication capabilities within India

Build localized customer experiences

Support regional sales and support teams

Access native India voice infrastructure directly from HighLevel

📝 Notes

Currently announced as an upcoming feature

Beta access is limited during the initial rollout

Additional details around availability and onboarding will be shared during the beta phase

🎯 Result

India phone numbers and Voice Calling support are coming soon - bringing localized communication capabilities and expanded regional coverage directly into HighLevel.

🚀 Overview

We’ve introduced a new set of dashboard and custom report widgets designed to improve visibility across Appointments, Services, and Rentals.

This update adds deeper operational and revenue insights, helping businesses track performance at the service, staff, coupon, and rental inventory level - all directly inside dashboards and reports.

Additionally, existing appointment count widgets have been restructured for clearer reporting accuracy.

🔍 Where to Access

Go to:

Dashboards → Widgets → Appointments Module

OR

Custom Reports → Widgets Library

(Admin enablement required)

Agency View → Sub Account Settings → Calendar Settings

✨ What’s New

📊 11 New Appointment Service Widgets

A new set of service-focused widgets is now available, including insights for:

Service revenue performance

Coupon usage and redemption impact

Staff performance rankings

Location-level appointment analytics

Service-based booking trends

These widgets help teams better understand which services and staff are driving revenue and engagement.

🏠 11 New Rental Widgets

New rental analytics widgets now provide visibility into:

Rental revenue tracking

Inventory status and availability

Deposit collection metrics

Booking lifecycle tracking (upcoming, active, overdue, unconfirmed)

This enables better operational control over rental-based businesses.

🔄 Appointment Count Widget Reorganization

We’ve improved data structure clarity by reorganizing appointment metrics:

“Appointment Count by Service”

“Appointment Count by Service Category”

These are now consolidated under the Services sub-module.

Additionally:

Appointment count now reflects meeting appointments only

Service and rental booking counts now have dedicated widgets

This ensures cleaner and more accurate reporting separation between meetings, services, and rentals.

🛠️ How It Works

Enable Services & Rentals

Go to: Agency View → Sub Account Settings → Calendar Settings

Enable Services and Rentals for the sub-account

Access Widgets

Go to Dashboard or Custom Reports Builder

Open Widgets → Appointments Module

Add service or rental widgets as needed

View Insights

Use widgets to monitor:

Revenue performance

Booking distribution

Staff productivity

Rental inventory health

💡 Why This Matters

This update helps businesses:

Gain full visibility into service and rental revenue performance

Track staff and location performance more effectively

Improve coupon and promotion ROI tracking

Reduce operational blind spots in rental management

Simplify reporting structure with cleaner widget organization

📈 Improved Reporting Structure

With this update:

37 total appointment-related widgets are now better organized

Services, Rentals, and Meetings are clearly separated

Navigation inside the widget library is significantly cleaner

📝 Notes

All widgets are available in quick filters and custom metrics

Requires Services or Rentals to be enabled per sub-account

Fully i18n compatible across supported languages

Existing dashboards remain unaffected

🎯 Result

You now get deeper, cleaner, and more structured visibility into Appointments, Services, and Rentals - powered by an expanded widget system designed for revenue, operations, and performance tracking.

🚀 Overview

We’ve enhanced bulk delete functionality across Custom Objects, Companies, and Tasks to make large-scale data cleanup faster and more consistent.

You can now delete unlimited records in a single bulk action, with no previous caps or module-specific limitations. This update also introduces a unified restore window, allowing deleted records to be recovered within 60 days.

Previously, Custom Objects lacked multi-select support, and Companies/Tasks were limited to 100 records per bulk action. These restrictions have now been removed across all modules.

🔍 Where to Access

Go to:

Sub-Account → Custom Objects / Companies / Tasks → List View

This feature is currently available under Labs in sub-accounts.

✨ What’s New

🗑️ Unlimited Bulk Deletion

You can now select and delete any number of records in one action without batching limits.

• Custom Objects now support multi-select list deletion
• Companies and Tasks no longer have the 100-record limit
• Unified delete experience across all three modules

🔗 Improved Selection Experience

• Use row-level checkboxes to select individual records
• Use the header checkbox to select all visible records
• Bulk action bar appears instantly when records are selected

♻️ 60-Day Restore Window

Deleted records are not permanently lost immediately.

You can restore them within 60 days via:

Sub-Account → Bulk Actions Page

Restoration includes:

• Field values
• Associations
• Relationship labels

⚠️ What Gets Removed

When a record is deleted:

• All associations to Contacts, Companies, Opportunities, Notes, Tasks, and Custom Objects are removed
• Relationship links are cleared
• The related records themselves remain intact

📊 Bulk Actions Tracking

You can monitor progress and logs from the Bulk Actions page, including:

• Deletion status
• Processing updates
• Restore actions

💡 Why This Matters

🧹 Faster Data Cleanup

Remove large volumes of outdated, test, or duplicate records in seconds.

📉 Eliminates Batch Limits

No more repeating 100-record deletion cycles for Companies and Tasks.

🔁 Safer Operations

A 60-day restore window ensures accidental deletions can be recovered easily.

⚙️ Consistent Experience

One unified bulk delete behavior across all CRM modules improves predictability and usability.

📝 Notes

• Feature is currently in Labs for Sub-Accounts
• Restores run as a separate background job
• Associations are restored along with record data
• No impact on underlying linked records themselves

🎯 Result

Bulk management across CRM data is now faster, scalable, and safer - allowing teams to clean up large datasets without friction or risk.

🚀 Overview

We’ve introduced a native integration for Linear inside Workflow Builder, allowing customer support, sales, marketing, and engineering workflows to work together seamlessly.

The integration brings Linear directly into automations with:

• 12 instant webhook-powered triggers
• 13 workflow actions
• Full support for issues, projects, customers, customer needs, initiatives, and documents

This means customer-reported bugs, feature requests, project updates, and engineering milestones can now automatically trigger workflows - without third-party connectors or manual syncing.

🔍 Where to Access

Go to:

Automation → Workflows → Apps → Linear

Alternative path:

Settings → Integrations → Linear

✨ What’s New

⚡ Instant Linear Triggers

All triggers are webhook-powered and fire within seconds when activity happens inside Linear.

Supported triggers include:

• New Issue
• Updated Issue
• New Issue Comment
• New Project
• New Project Update
• Updated Project Update
• New Customer
• Updated Customer
• New Customer Need
• Updated Customer Need
• New Document Comment
• New Initiative Update

This enables real-time automations between engineering and customer-facing teams.

🛠️ Full Linear Workflow Actions

Workflows can now create and manage Linear records directly.

Available actions include:

• Create Issue
• Update Issue
• Get Issue
• Find Issues
• Create Comment
• Create Issue Attachment
• Add Label To Issue
• Remove Label From Issue
• Create Project
• Find Project
• Create Customer
• Find Customer
• Create Customer Need

🔗 Two-Way CRM & Engineering Sync

Create bi-directional visibility between customer data and engineering work.

Examples:

• Attach CRM records directly to Linear issues
• Link customer requests to product initiatives
• Notify customers automatically when issues are resolved

This creates a true closed-loop feedback system between support, product, and engineering.

📡 Webhook-Powered Instant Delivery

Unlike polling-based integrations, all Linear triggers are powered by native webhooks.

Benefits include:

• Faster automation execution
• Real-time engineering visibility
• Reduced delays in customer communication workflows

🔐 Secure OAuth-Based Connection

The integration uses OAuth authentication with workspace and team scoping.

Benefits:

• No manual API token management
• Secure permission handling
• Better governance and access control

🧠 Customer Need & Product Prioritization Support

Linear Customer Needs can now be created directly from workflows.

This helps teams:

• Track feature requests systematically
• Prioritize by customer tier or revenue
• Connect requests directly to projects or issues

🛠️ How to Set Up

Connect via Workflow Builder

1. Go to Automation → Workflows
2. Add any Linear trigger or action
3. Click Connect Now
4. Sign in to your Linear account
5. Authorize your workspace and teams
6. Save the connection

Alternative Setup

Go to:

Settings → Integrations → Linear → Connect

💡 Example Use Cases

🐞 Customer Bug Report → Linear Issue

Automatically:

• Create a Linear issue
• Attach CRM context
• Add labels and priorities
• Create a customer need entry

📩 Issue Resolved → Customer Notification

When an issue status changes to “Done”:

• Generate an AI summary
• Notify the original customer automatically via email or SMS

📈 Engineering Updates → Customer Communication

Convert project updates into:

• Customer-facing release notes
• Internal stakeholder digests
• Opportunity updates

🔄 CRM ↔ Linear Customer Sync

Keep customer records synchronized between CRM and Linear automatically.

🎯 Sales Calls → Structured Product Feedback

Use AI to:

• Extract feature requests from call transcripts
• Create customer needs in Linear automatically

💡 Why This Matters

This integration helps teams:

• Eliminate manual handoffs between support and engineering
• Improve customer communication around bugs and features
• Create revenue-aware product prioritization
• Build real-time engineering-driven automations
• Reduce operational complexity with native workflows

⚠️ Premium Workflow Actions

All Linear triggers and actions are considered premium workflow components and consume premium automation credits at the standard rate.

📝 Notes

• All triggers are Instant (webhook-based)
• Update Issue only modifies explicitly mapped fields
• Workflow variables are supported across actions
• Customer & Customer Need support may require specific Linear plan tiers
• Currently released as Beta with ongoing enhancements planned

🎯 Result

You can now connect engineering workflows directly with customer operations using native Linear automation - bringing product, support, sales, and customer communication together in a single workflow system.

🚀 Overview

We want to keep you informed about upcoming pricing changes that may impact SMS messaging and voice calling costs inside HighLevel.

Due to updated pricing from underlying carrier and telecom infrastructure partners, rates for select SMS and Voice routes will increase starting May 13, 2026.

These changes help support:

• Continued service reliability
• Stable global deliverability
• Ongoing telecom infrastructure improvements

📅 Effective Date

New pricing becomes active on:

May 13, 2026

✨ What’s Changing

📱 Messaging (Outbound SMS)

The following outbound SMS routes will see updated pricing:

CountryPrevious RateNew RateCosta Rica$0.0874$0.1017Grenada$0.2462$0.2913Kenya$0.2336$0.2923Namibia$0.1041$0.1167Zimbabwe$0.2481$0.3177

📞 Voice – Incoming Minutes

Updated incoming voice minute pricing for selected destinations:

RoutePrevious RateNew RateAustria (Local & Mobile)$0.0100$0.0107Belgium (Mobile)$0.0100$0.0113Chile (Local)$0.0100$0.0107Croatia (Local)$0.0100$0.0107Czech Republic (Local)$0.0100$0.0107Denmark (Mobile)$0.0100$0.0107Finland (Mobile)$0.0100$0.0107Israel (Local)$0.0100$0.0107Luxembourg (Local)$0.0100$0.0107Malaysia (Local)$0.0288$0.0318Poland (Mobile)$0.0100$0.0107Portugal (Mobile)$0.0100$0.0107South Africa (Local & Mobile)$0.0100$0.0107Sweden (Local)$0.0100$0.0107United Kingdom (Toll-Free Local & Mobile)$0.0664$0.0798

📞 Voice – Outbound Minutes

The following outbound voice routes are being updated:

RoutePrevious RateNew RateAfghanistan (Mobile)$0.4150$0.4287American Samoa$0.4090$0.4576Austria (Mobile)$0.2640$0.2730Bermuda$0.0529$0.0588Chile$0.0428$0.0475Chile (Mobile)$0.0670$0.0746Cyprus (Mobile)$0.1500$0.1675Denmark$0.0219$0.0240Denmark (Mobile)$0.0508$0.0564Egypt (Mobile)$0.1870$0.2090Estonia (Mobile)$0.4783$0.5709Estonia (Other)$0.4650$0.4944Finland (Mobile)$0.4950$0.5172Finland (Other - EEA)$0.1168$0.3037Germany$0.0210$0.0283Greece (Mobile - EEA)$0.0696$0.0746Guam$0.0530$0.0589Haiti (Mobile)$0.7858$0.8796Hong Kong (Mobile)$0.0492$0.0546India$0.0497$0.0699India (Mobile)$0.0405$0.0496Indonesia$0.0966$0.1077Ireland$0.0168$0.0483Israel (From IL)$0.0267$0.0294Luxembourg$0.2530$0.2829Moldova$0.4420$0.4946Morocco$0.4743$0.5307Namibia (Mobile)$0.1650$0.1843Nicaragua (Mobile)$0.4200$0.4767Peru$0.0552$0.1651Slovakia (Mobile)$0.1038$0.1158South Africa (Mobile - Twilio ZA)$0.0450$0.0499Spain (Mobile - EEA)$0.0388$0.0486St. Lucia (Mobile)$0.5040$0.7158Sweden (Mobile)$0.0642$0.0714Switzerland$0.0374$0.0419Switzerland (Mobile)$0.2361$0.2516United Kingdom (Personal)$0.4725$0.5577US Virgin Islands$0.0414$0.0459

💡 Why This Matters

These updates help maintain:

• Reliable global messaging and calling infrastructure
• Carrier compliance and routing stability
• High-quality deliverability across international regions
• Continued telecom service improvements

📍 Where to Review Pricing

Go to:

Settings → Phone Numbers / Messaging → Pricing & Usage

You can also monitor updated usage costs inside:

• LC Phone billing
• Agency reselling analytics
• Usage-based reporting dashboards

📝 Notes

• Pricing updates apply automatically beginning May 13, 2026
• Existing automations and workflows continue functioning normally
• Rates vary by destination, carrier type, and routing category
• Only listed routes/services are impacted by this pricing adjustment

🎯 Result

These pricing updates ensure continued stability, performance, and global deliverability for SMS and voice services while aligning platform costs with updated carrier infrastructure pricing.

🚀 Overview

We’ve introduced a native Cal.com integration inside Workflow Builder, allowing businesses to automate scheduling workflows directly with Cal.com.

The integration brings booking lifecycle events and scheduling actions into workflows using instant webhook-powered triggers and native automation actions - without relying on third-party connectors or manual syncing.

This enables workflows to instantly react to bookings, cancellations, reschedules, meeting completions, and more.

🔍 Where to Access

Go to:

Automation → Workflows → Apps → Cal.com

Alternative path:

Settings → Integrations → Cal.com

✨ What’s New

⚡ Instant Booking Lifecycle Triggers

All Cal.com triggers are webhook-powered and fire within seconds of booking activity.

Supported triggers include:

Booking Created

Booking Rescheduled

Booking Cancelled

Meeting Ended

Out of Office Created / Updated

This enables real-time scheduling automations across customer journeys.

🛠️ Native Cal.com Workflow Actions

You can now create and manage bookings directly from workflows.

Available actions include:

Create Booking

Cancel Booking

Reschedule Booking

Find Booking

This allows workflows to fully automate booking management without manual scheduling steps.

📅 Programmatic Booking Creation

Workflows can now create bookings automatically on behalf of attendees.

Benefits include:

Instant scheduling from forms

Reduced back-and-forth communication

Faster lead response times

Improved booking conversion rates

🔄 Full Booking Lifecycle Automation

Workflows can now react to every major scheduling event.

Examples include:

Trigger onboarding sequences after bookings

Send retention flows after cancellations

Recover no-shows automatically

Trigger follow-up workflows after meetings end

⚡ Webhook-Powered Real-Time Execution

Unlike polling-based scheduling integrations, Cal.com workflows execute instantly through native webhooks.

Benefits include:

Faster automation execution

Real-time booking updates

Reduced delays in communication

More responsive customer experiences

🧠 Rich Booking Payload Support

Each trigger includes the complete booking payload.

Available fields include:

Booking title

Start & end times

Event type

Attendees

Organizer information

Additional notes

Booking URLs

Descriptions

This enables highly personalized downstream automations.

🔐 Flexible & Secure Integration Setup

The integration supports secure authentication through API keys and OAuth where available.

Benefits include:

Secure workspace authorization

Controlled event access

Simplified setup process

🛠️ How to Set It Up

Connect via Workflow Builder

Go to Automation → Workflows

Add any Cal.com trigger or action

Click Connect Now

Paste your Cal.com API key or authenticate via OAuth

Authorize the workspace and event types

Save the connection

Alternative Setup

Go to:

Settings → Integrations → Cal.com → Connect

💡 Example Use Cases

📩 New Booking → Welcome Sequence

Automatically:

Create or update CRM contacts

Tag contacts by booking type

Send onboarding or prep emails

Trigger reminder campaigns

🔄 No-Show Recovery Automation

When a meeting ends:

Check attendance status

Send rescheduling links automatically

Trigger follow-up reminders

❌ Cancellation Retention Flows

When a booking is cancelled:

Branch workflows based on cancellation reason

Send retention or rebooking offers

Notify customer success teams

⚡ Programmatic Scheduling from Forms

Automatically create bookings after:

High-intent form submissions

Lead qualification workflows

Inbound requests

📹 Meeting Recording Distribution

After meetings end:

Send recording links automatically

Generate AI meeting summaries

Log meeting activity in CRM

💡 Why This Matters

This integration helps businesses:

Eliminate manual scheduling work

Automate customer booking journeys

Improve lead response speed

Reduce no-show rates

Create real-time scheduling automations

Deliver better customer experiences

⚠️ Premium Workflow Actions

All Cal.com triggers and actions are considered premium workflow components and consume premium automation credits at the standard rate.

📝 Notes

All triggers are instant and webhook-powered

Meeting Ended automatically re-arms after reschedules

Workflow variables are supported across actions

Timezone support uses IANA timezone formatting

Currently released as Beta with additional enhancements planned

🎯 Result

You can now automate the full booking lifecycle directly inside Workflow Builder using native Cal.com automation - bringing scheduling, customer communication, and workflow orchestration together in a single system.

🚀 Overview

We’ve fixed an issue where duplicate workflows could sometimes be created when loading workflows from snapshots into a target location.

Previously, simultaneous duplicate workflow requests could result in:

Two workflows being created for the same snapshot

One workflow remaining stuck in “Processing”

Unexpected duplicate automations inside the target account

This update introduces protection mechanisms to ensure workflows are created only once during snapshot imports.

🔍 Where It Applies

Applies to:

Agency View → Account Snapshots → Workflow Imports

✨ What’s Fixed

🛡️ Duplicate Workflow Protection

We’ve added locking mechanisms during snapshot workflow imports to prevent multiple workflow creation requests from processing simultaneously.

This ensures:

Only one workflow is created per origin and target location

Duplicate workflow generation is blocked automatically

Import conflicts are prevented during processing

🔄 Improved Processing Reliability

Previously, duplicate requests could leave one workflow stuck indefinitely in a “Processing” state.

With this update:

Workflow imports complete more reliably

Processing conflicts are reduced

Incomplete duplicate imports are prevented

⚡ Cleaner Snapshot Imports

Workflow imports from snapshots are now more stable and predictable.

Benefits include:

Cleaner workflow imports

Reduced duplicate automations

Better workflow consistency across locations

💡 Why This Matters

This improvement helps agencies and users:

Avoid accidental duplicate workflows

Reduce cleanup effort after imports

Improve reliability during snapshot loading

Prevent workflows from getting stuck in processing

Create a smoother snapshot deployment experience

📝 Notes

The protection applies automatically during workflow snapshot imports

No additional setup or configuration is required

Existing workflows are unaffected

🎯 Result

Snapshot workflow imports are now more reliable, preventing duplicate workflows and eliminating stuck processing states during workflow deployment.

🚀 Overview

We’ve fixed an issue where duplicate workflows could sometimes be created when loading workflows from snapshots into a target location.

Previously, simultaneous duplicate workflow requests could result in:

Two workflows being created for the same snapshot

One workflow remaining stuck in “Processing”

Unexpected duplicate automations inside the target account

This update introduces protection mechanisms to ensure workflows are created only once during snapshot imports.

🔍 Where It Applies

Applies to:

Agency View → Account Snapshots → Workflow Imports

✨ What’s Fixed

🛡️ Duplicate Workflow Protection

We’ve added locking mechanisms during snapshot workflow imports to prevent multiple workflow creation requests from processing simultaneously.

This ensures:

Only one workflow is created per origin and target location

Duplicate workflow generation is blocked automatically

Import conflicts are prevented during processing

🔄 Improved Processing Reliability

Previously, duplicate requests could leave one workflow stuck indefinitely in a “Processing” state.

With this update:

Workflow imports complete more reliably

Processing conflicts are reduced

Incomplete duplicate imports are prevented

⚡ Cleaner Snapshot Imports

Workflow imports from snapshots are now more stable and predictable.

Benefits include:

Cleaner workflow imports

Reduced duplicate automations

Better workflow consistency across locations

💡 Why This Matters

This improvement helps agencies and users:

Avoid accidental duplicate workflows

Reduce cleanup effort after imports

Improve reliability during snapshot loading

Prevent workflows from getting stuck in processing

Create a smoother snapshot deployment experience

📝 Notes

The protection applies automatically during workflow snapshot imports

No additional setup or configuration is required

Existing workflows are unaffected

🎯 Result

Snapshot workflow imports are now more reliable, preventing duplicate workflows and eliminating stuck processing states during workflow deployment.

🚀 Overview

We’ve fixed an issue where duplicate workflows could sometimes be created when loading workflows from snapshots into a target location.

Previously, simultaneous duplicate workflow requests could result in:

Two workflows being created for the same snapshot

One workflow remaining stuck in “Processing”

Unexpected duplicate automations inside the target account

This update introduces protection mechanisms to ensure workflows are created only once during snapshot imports.

🔍 Where It Applies

Applies to:

Agency View → Account Snapshots → Workflow Imports

✨ What’s Fixed

🛡️ Duplicate Workflow Protection

We’ve added locking mechanisms during snapshot workflow imports to prevent multiple workflow creation requests from processing simultaneously.

This ensures:

Only one workflow is created per origin and target location

Duplicate workflow generation is blocked automatically

Import conflicts are prevented during processing

🔄 Improved Processing Reliability

Previously, duplicate requests could leave one workflow stuck indefinitely in a “Processing” state.

With this update:

Workflow imports complete more reliably

Processing conflicts are reduced

Incomplete duplicate imports are prevented

⚡ Cleaner Snapshot Imports

Workflow imports from snapshots are now more stable and predictable.

Benefits include:

Cleaner workflow imports

Reduced duplicate automations

Better workflow consistency across locations

💡 Why This Matters

This improvement helps agencies and users:

Avoid accidental duplicate workflows

Reduce cleanup effort after imports

Improve reliability during snapshot loading

Prevent workflows from getting stuck in processing

Create a smoother snapshot deployment experience

📝 Notes

The protection applies automatically during workflow snapshot imports

No additional setup or configuration is required

Existing workflows are unaffected

🎯 Result

Snapshot workflow imports are now more reliable, preventing duplicate workflows and eliminating stuck processing states during workflow deployment.

🚀 Overview

We’ve fixed an issue where duplicate workflows could sometimes be created when loading workflows from snapshots into a target location.

Previously, simultaneous duplicate workflow requests could result in:

Two workflows being created for the same snapshot

One workflow remaining stuck in “Processing”

Unexpected duplicate automations inside the target account

This update introduces protection mechanisms to ensure workflows are created only once during snapshot imports.

🔍 Where It Applies

Applies to:

Agency View → Account Snapshots → Workflow Imports

✨ What’s Fixed

🛡️ Duplicate Workflow Protection

We’ve added locking mechanisms during snapshot workflow imports to prevent multiple workflow creation requests from processing simultaneously.

This ensures:

Only one workflow is created per origin and target location

Duplicate workflow generation is blocked automatically

Import conflicts are prevented during processing

🔄 Improved Processing Reliability

Previously, duplicate requests could leave one workflow stuck indefinitely in a “Processing” state.

With this update:

Workflow imports complete more reliably

Processing conflicts are reduced

Incomplete duplicate imports are prevented

⚡ Cleaner Snapshot Imports

Workflow imports from snapshots are now more stable and predictable.

Benefits include:

Cleaner workflow imports

Reduced duplicate automations

Better workflow consistency across locations

💡 Why This Matters

This improvement helps agencies and users:

Avoid accidental duplicate workflows

Reduce cleanup effort after imports

Improve reliability during snapshot loading

Prevent workflows from getting stuck in processing

Create a smoother snapshot deployment experience

📝 Notes

The protection applies automatically during workflow snapshot imports

No additional setup or configuration is required

Existing workflows are unaffected

🎯 Result

Snapshot workflow imports are now more reliable, preventing duplicate workflows and eliminating stuck processing states during workflow deployment.

🚀 Overview

We’ve fixed an issue where duplicate workflows could sometimes be created when loading workflows from snapshots into a target location.

Previously, simultaneous duplicate workflow requests could result in:

Two workflows being created for the same snapshot

One workflow remaining stuck in “Processing”

Unexpected duplicate automations inside the target account

This update introduces protection mechanisms to ensure workflows are created only once during snapshot imports.

🔍 Where It Applies

Applies to:

Agency View → Account Snapshots → Workflow Imports

✨ What’s Fixed

🛡️ Duplicate Workflow Protection

We’ve added locking mechanisms during snapshot workflow imports to prevent multiple workflow creation requests from processing simultaneously.

This ensures:

Only one workflow is created per origin and target location

Duplicate workflow generation is blocked automatically

Import conflicts are prevented during processing

🔄 Improved Processing Reliability

Previously, duplicate requests could leave one workflow stuck indefinitely in a “Processing” state.

With this update:

Workflow imports complete more reliably

Processing conflicts are reduced

Incomplete duplicate imports are prevented

⚡ Cleaner Snapshot Imports

Workflow imports from snapshots are now more stable and predictable.

Benefits include:

Cleaner workflow imports

Reduced duplicate automations

Better workflow consistency across locations

💡 Why This Matters

This improvement helps agencies and users:

Avoid accidental duplicate workflows

Reduce cleanup effort after imports

Improve reliability during snapshot loading

Prevent workflows from getting stuck in processing

Create a smoother snapshot deployment experience

📝 Notes

The protection applies automatically during workflow snapshot imports

No additional setup or configuration is required

Existing workflows are unaffected

🎯 Result

Snapshot workflow imports are now more reliable, preventing duplicate workflows and eliminating stuck processing states during workflow deployment.