Changelog
Follow up on the latest improvements andΒ updates.
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We are thrilled to announce our new web templates, designed to elevate your marketing efforts. Whether building a website, creating a sales funnel, or sending email campaigns, our versatile and user-friendly templates have you covered. Fully customizable and professional, they streamline your workflow, saving you time and letting you focus on engaging your audience and driving results.
List of New Templates
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1 New Website Templates Published
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Marketing Agency - 1
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1 New Email Templates Published
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Insurance - 1
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1 New Form Templates Published
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Creative - 1
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1 New Survey Templates Published
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Home Services - 1
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4 New Social Templates Published
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Home Services - 2
Health & Wellness - 2
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5 New Facebook Ad Templates Published
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Restaurant and Bar - Bakery
Legal - Mediation and Arbitration Services
Creative - Jewelry Designer
Health & Wellness - Wellness Coaching
Medical - Compound Pharmacy
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5 New Google Ad Templates Published
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Beauty & Fashion - Spa Services
Automotive - Vehicle Sales
Travel & Hospitality - Hospitality Services
Restaurant & Bar - Fine Dining Steakhouse
Real Estate - Architectural Design Firm
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5 New LinkedIn Ad Templates Published
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Finance - Tax Specialist
Insurance - Commercial Insurance
Marketing Agency - PPC Management
Business Coaching & Consulting - Real Estate Consulting
Marketing Agency - SEO Services
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1 New Snapshot
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Legal - Mediation Services
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new
CRM
Companies
Company Smart lists
Managing companies just got more flexible.
You can now create Company Smart Lists to save a customized company view with your preferred filters, sorting, and visible fields - and reuse that list anytime without setting it up again.
What's New?
- Added Company Smart Lists inside Companies
- Save your preferred: advanced filters, sort order, and visible fields
- Duplicate an existing Smart List to quickly create another version
- Export Smart List results to CSV
- Share Smart Lists with: all users or selected users
- Give shared users either view access or edit access
- Copy and share a direct link to a Smart List
- Save updates back to the same Smart List or save them as a new one
- Manage Smart lists page to review all Smart Lists in one place
How It Works
- Turn on Company Smart Lists from Sub-account Labs
- Go to Contacts β Companies
- Click on + List
- Apply the filters, sorting, and fields you want
- Name the Smart List and save it
- Reopen it anytime to continue editing, sharing, exporting, or duplicating it
- Open Customize list to manage: Duplicate, Export, Sharing & Permissions, and Delete List
Why It Matters
- Reduces repetitive setup for teams working with Companies
- Makes it easier to return to the exact lists you use most
- Helps standardize account lists across users
- Makes sharing important filtered lists much easier
Notes
- This feature is currently available in Sub-account Labs
- Users with edit access can also change sharing permissions
new
improved
Email System
Improved Handling for Inactive/Unverified Domains
Email delivery is now better protected when a domain mapped to a Campaign or any other Domain configuration becomes inactive or unverified.
Previously, emails could continue attempting to send even after the mapped domain became inactive. With this update, the system now automatically prevents email delivery for those cases and surfaces a clear failure message within Conversations.
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What's New
β’ Emails will now be stopped automatically if the mapped Campaign Domain becomes inactive or unverified.
β’ Failed email attempts will display a clear error message within Conversations.
β’ Improved visibility into email delivery issues caused by domain verification status changes.
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Why It Matters
π© Prevents failed or unauthorized email delivery attempts from inactive domains.
π Gives users immediate visibility into why an email failed.
β‘ Improves troubleshooting by surfacing domain verification issues directly within Conversations.
π‘ Enhances email reliability and domain compliance handling.
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How It Works
- If a Campaign Domain status changes from ActivetoInactive/Unverified, email sending will automatically stop for emails using that domain.
- The email activity will be marked as failed.
- Users will see a message within Conversations indicating that the email failed because the domain is not verified.
improved
Email System
Client Portal Domain Configuration Moved to Domain Configuration Setup
Managing Client Portal email domains is now more streamlined. The Client Portal Domain configuration has been moved from Notifications Domain Configuration directly into the main Domain Configuration page under Dedicated Domain Setup.
This update also ensures that Client Portal emails can continue to be viewed directly within Conversations, while making domain management more centralized and intuitive.
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What's New
β’ Moved configuration from Notifications Domain Configuration to Domain Configuration.
β’ Client Portal emails can be viewed directly within Conversations.
β’ Centralized management for all email domain types in one place.
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Why It Matters
π© Better communication visibility - customers can easily track Client Portal emails alongside other conversation history.
𧩠Centralized interactions - keep all customer communication accessible in one place.
π Easier tracking - quickly reference Client Portal email activity as well.
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How to Use
- Go to Email Services.
- Open Dedicated Domain Setup.
- Navigate to Domain Configuration.
- Configure the Client Portal Domain
The Company object just got a lot more useful. You can now reference Company fields - both standard and custom - across the platform as custom values: in emails, workflows, contracts, conversations, and AI context. All the rich business context you've been storing on Company records can now power personalized, automated communication.
β¨ What's New
- Company fields in the Custom Value Picker β pick from standard fields and all your custom Company fields.
- Available across the platform: Workflows, Email Builder, Email Campaigns, Conversations, Documents & Contracts, Bulk Actions, and Conversation AI.
- Each custom value resolves to the Company associated with the Contact at runtime.
π‘ Why It Matters
- π© Smarter personalization - reference a recipient's company name, industry, account tier, or any custom attribute directly in your messages.
- π Auto-filled contracts - generate proposals and agreements with full Company context pre-populated.
- π€ Context-aware AI - Conversation AI can now use Company information in its replies.
- βοΈ More powerful automations - drive workflows with Company data without workarounds.
- π More value from your Company data - every field you've set up on Company is now usable wherever you communicate.
π How to Use
- Open any supported tool (e.g., Conversations or a Workflow Send Email action).
- Click the Custom Value Picker in the editor toolbar.
- Select the Company group.
- Pick any standard or custom Company field.
Whatβs new?
The Math Operation action is now supported in company-based workflows and custom object-based workflows. This expands the same calculation action already available in other workflows, so users can run math on numeric values tied to companies or custom objects.
How it works
When a company or custom object workflow reaches the Math Operation action, HighLevel calculates the selected values and stores the result for use later in the workflow. The action follows the same behavior as the existing Math Operation action.
How to use it
- Open a company-based or custom object-based workflow.
- Add the Math Operation action.
- Choose the values and operation, then use the result in the next workflow steps.
Why we built it
Users can now automate calculations directly in more workflow types without switching objects, adding manual steps, or relying on workarounds.
Simple example
- A construction business uses a custom object workflow to calculate the total project cost by adding material cost and labor cost stored on the project object.
Scope & edge cases
- Supported in company-based workflows.
- Supported in custom object-based workflows.
- Uses the same Math Operation behavior available in other workflow types.
new
improved
Communities
Client Portal
Community - Recordings: Share recordings directly as post
With the new Share as Post option, you can now share recordings directly into Communities in just a few clicks β making it easier to continue conversations, share updates, and keep collaboration flowing after meetings.
Share Recordings Directly into Communities
A new Share as Post action is now available on recordings, allowing users to publish recordings without leaving the current workflow.
How to?
- Head over to top right avatar of profile > Click Manage Profile
- Click on Meetings > View recordings
- Choose the relevant recording > click on 3 dots
- After clicking Share as Post, users will see a searchable Community selection modal.
- Choose the relevant community and channel to post in.
new
improved
Forms
Surveys
Quizzes
Custom Modal Height for Embedded Forms, Surveys, and Quizzes
π Overview
Improved the embed experience for forms, surveys, and quizzes by adding more control over modal sizing and making key builder actions more reliable while a form is loading.
π Whatβs improved
- You can now set a custom Modal height for Popup, Polite Slide-in, and Sticky Sidebar embeds
- This helps embedded forms fit better on host pages instead of feeling too tall or too small
- Preview, Integrate, and Save are now disabled until the builder fully loads, preventing clicks that donβt do anything
- Existing embeds continue to work the same way unless a modal height is added
π How to access
- Open a Form, Survey, or Quiz in the builder
- Click Integrate once the builder finishes loading
- Select Embed Code and choose Popup, Polite Slide-in, or Sticky Sidebar
- Enter a value in Modal height, then copy and use the embed code
π― Why it matters
- Gives you more control over how embedded forms appear on your site
- Helps avoid awkward modal sizing on different pages and screens
- Prevents confusion caused by clicking builder actions before the form is ready
- Keeps older embeds fully backward compatible
new
Forms
Surveys
Quizzes
Manage Fields Now Shows All Form, Survey, and Quiz Fields
π Overview
Improved Manage Fields so you can now see all fields from your form, survey, or quiz β even if those fields donβt have submission data yet.
Previously, Manage Fields only showed fields that had already received data in at least one submission. Now, it also includes fields from the form definition, making it easier to manage columns before submissions come in.
π Whatβs improved
- Manage Fields now shows all fields from your form, survey, or quiz definition
- New fields are visible even if they havenβt received any submission data yet
- Fields added after earlier submissions will now appear in the available fields list
- Available but unselected fields show up in the Add Fields section
π How to access
- Go to Sites > Forms, Surveys, or Quizzes
- Open the three-dot menu for the item you want
- Click View Submission
- On the Submissions page, click Manage Columns to view and add fields from the definition, even if they donβt have submission data yet
π― Why it matters
- Makes it easier to manage columns before new submissions come in
- Gives you better visibility into all available fields
- Helps you prepare reports and views without waiting for test or live submissions
- Creates a more complete and predictable submissions management experience
new
Forms
Surveys
Quizzes
Gradient Backgrounds for Buttons - Forms, Surveys and Quizzes
π Overview
Added gradient background support for buttons in the Form, Survey, and Quiz Builder.
This update gives you more control over button styling by letting you switch between a solid color and a gradient background directly from the button settings.
π Whatβs improved
- You can now apply a gradient background to buttons
- Choose between solid color or gradient styling
- Supports linear, radial, and angular gradient types
- You can adjust the gradient angle for supported styles
- Add and edit multiple color stops for more customized button designs
π How to access
- Open the Form, Survey, or Quiz Builder and select a button element.
- From the button style settings, open the Button Background section. You can then switch from a solid color to a gradient and customize the colors, type, and angle.
π― Why it matters
- Gives you more flexibility when styling buttons
- Makes it easier to create more modern and visually dynamic designs
- Lets you customize buttons without needing custom code
- Keeps existing button styles working while adding more design options
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