"Set Custom Field" Trigger
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Jay Lefebvre
Edit custom fields of a contact based on actions (Tags, opportunities, etc) - New trigger option.
Example: a lead was generated from a specific ad: set custom field with the name of the offer. Then, we can send emails to the lead without having to edit them for every offer: Hello X, thanks for requesting (X OFFER - CUSTOM FIELD.)
This will be particularly useful when the new Chatbot (Manychat lookalike) feature is out. If a contact replies x or clicks on x button: set a custom field to x. That custom field can then be used in emails, texts or to trigger other triggers. This will make HL a much more complete software and will save the users TONS of back & forth zapping.
*This has been requested multiple times on the Slack channel so I thought I would create a topic here. Feel free to add your ideas below.
HIGHLVL-I-814
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L
LaMaya
This would change the game! Is this in the works?
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Justin Goldsmith
WooOOOOOoOoo!
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John Bergquist
I would have thought this was already do-able.
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Ken Callwood
This should apply to any field in the database, not just custom fields, but is definitely a must have.
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Team BAM
This would be amazing!!!
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Michael Hopkins
this will be great especially when the contacts need to reference each other. https://ideas.gohighlevel.com/ideas/HIGHLVL-I-551
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Jasdeep Goraya
I was going to post about this idea but noticed this post. Currently, I rely on Zapier to get this done. I need to add specific custom fields for leads that come in depending on which ad they're coming from.
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Ravi Abuvala
Yes this is a good idea. We use Zapier for that as well.