Automate sub account creation
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Nick Acebedo
Is there a way or work around wherein we send forms to clients and once that clients fill that out with there details it automatically set up sub accounts for us? | https://www.loom.com/share/bad30201e517424b8c18b4377fefe8f5
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Divyam Bhadoria
Merged in a post:
A trigger that when a person fills out a form, a new subaccount is created for that person
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Zach Coder
We would love to be able to nurture a lead right up until the point where they are ready to order SASS services from us. It would be super convenient if at a certain point we could create a trigger that would take all their info and automatically create a subaccount.
HIGHLVL-I-6291
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Andrew Madsen
Would also love to see this implemented in Workflows/Automations. Would be a great tool to have new customers create their account via a form, the workflow creates the sub-account and activates SaaS mode and the preferred plan.
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Nick Rustad
I tried Zapier to do it, but no go. I am starting to sell HighLevel, this would be a game changer!!
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Marty Mcclintock
I agree. I was given some sort of instructions to se this up by other users however i ahe t been able to test it yet. It seems everything has went into The Pipe Lines but this is Getting confusing tough over all. i miss V1 when automations was simple and easy
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Zackery AdminMetcalf
This would be so nice!! I dont get why its not a thing already?
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Simon Heit
This would be tremendously helpful. especially if it was baked into the GHL Workflow builder, and Zapier/Make.com integrations as well. Automating this would help onboard customers way quicker and accelerate growth and minimize inefficiencies
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Clifford Paulick
To be clear, you're asking for when you're NOT trying to do SaaS Plan Reselling - meaning you want to set them up as a new agency client, not software client?
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Marty Mcclintock
Clifford Paulick: Im pretty sure he wants to do it in either option. ..