Pick a phone number to send workflow texts and pick an email to send workflow emails WITHOUT changing the assigned user
under review
J
John Mohr
We use to be able to assign a campaign to one employee, but with the new workflows, we have to change the assigned user to send text from a specific number.
But what if we don't want to change the assigned user of a contact?
What if multiple people are working a lead? The CEO and the sales team?
If we want to send a text from the CEO and not the sales team, we have to set-up a workflow to reassign the user to the CEO, and then back to the previous rep!
If we could just force all communication in a workflow to send from a specific number and be able to overwrite the phone number that's being used in the specific text message...
This would solve the problem.
Add this to emails too please!
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M
Muhammad Hilal Aziz
Question for anyone who has solved this in GHL.
We run a real estate outbound team on LC Phone. Reps make manual calls to leads from inside GHL. We hold multiple numbers per area code (roughly 10 on 765, 10 on 317).
Two things we are trying to do:
- Local presence: automatically dial a lead from a number that matches their area code (765 lead from a 765 number) without the rep picking it manually.
- Same number per lead: once a lead is contacted from a number, always use that same number on future calls so the caller ID stays consistent.
Is either of these possible natively in LC Phone for manual outbound calls (not just workflow automation)? Any way to area code match on outbound, or to pin a number to a contact so it does not rotate? If not, has anyone found a workaround? Thanks.
M
Muhammad Hilal Aziz
Question for anyone who has solved this in GHL.
We run a real estate outbound team on LC Phone. Reps make manual calls to leads from inside GHL. We hold multiple numbers per area code (roughly 10 on 765, 10 on 317).
Two things we are trying to do:
- Local presence: automatically dial a lead from a number that matches their area code (765 lead from a 765 number) without the rep picking it manually.
- Same number per lead: once a lead is contacted from a number, always use that same number on future calls so the caller ID stays consistent.
Is either of these possible natively in LC Phone for manual outbound calls (not just workflow automation)? Any way to area code match on outbound, or to pin a number to a contact so it does not rotate? If not, has anyone found a workaround? Thanks.
S
Sales & Marketing
Merged in a post:
Selecting SMS Phone Number in Workflow
C
Christopher Sandel
Currently, you can select the name and email for the emails within the workflow, I think it would be ideal if you can select what number you want to have the automations go out as well. This way if you are working with clients that have locations with different area codes, we can provide the automation to fit that specific local area. Or even an additional option with the SMS action within the workflow.
Some clients prefer to have one subaccount with multiple pipelines instead of being in and out of multiple subaccounts.
K
Keith Besherse
P
Prasoon Dadhich
Merged in a post:
Pick a User to Send Workflow Texts & Emails WITHOUT Changing the Assigned User!
J
John Mohr
This would allow us to have automatic texts from the CEO without losing the assinged user for the sales people. Simplyfying automations, and not confusing customers with different text from different numbers!
HIGHLVL-I-7097
I
Iver Aune
Please add ability to select "From assigned user" when selecting phone number in workflow actions!
D
Duncan Isaksen-Loxton
It would be amazing if we could assign the number based on a Contact Custom Field. For example, we have clients globally, with the new restrictions of UK numbers for A2P we must use a UK sending number for UK clients, we cannot use a US number.
So the workflow could have an IF to select the client country, or by the prefix on the phone number and send from the matching phone number.
P
Prasoon Dadhich
Merged in a post:
Ability to send SMS from specific numbers in workflows
P
Payton Dillon
Add the functionality to select a specific phone number for sending SMS within workflows, bypassing the default number. This feature would allow more flexibility for businesses managing multiple numbers, ensuring that messages are sent from the most appropriate line for the intended recipient or campaign.
K
Keith Besherse
Shivam HighLevel, Chase Buckner, Sales & Marketing, Core Platform - this suggestion is already on the ideas board somewhere. Who is triaging and merging these requests? Shaun Clark, Varun Vairavan
P
Prasoon Dadhich
Keith Besherse: Respective product managers merge the requests. Will merge this with the other one present on the IdeasBoard.
K
Keith Besherse
Prasoon Dadhich, thank you
J
Jen Anne
You can tag the leads to trigger a new workflow and you can update the number preference for that specific workflow in the automation settings.
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