:

You can now link Community Membership Questions directly to CRM Custom Fields.

When a user joins a community and answers membership questions, their responses are automatically synced to the corresponding CRM contact record. This allows you to collect important information during onboarding and immediately use it in your existing workflows and automations.

Membership answers are now automatically synced to CRM custom fields, enabling automated approvals, workflows, and up-to-date contact records without manual data entry.

Navigate to Community Settings → Membership Questions.

Once a member submits their answers during the join process, the linked CRM custom fields will be automatically updated.

We’ve enhanced message filters with 2 updates: a new Has Attachments filter with yes/no values, and a new Message Body filter that combines the older Contains Phrase and Exact Match Phrase filters in one place.

Use Has Attachments to check whether a message includes files. Use Message Body to filter messages by whether the body contains, does not contain, exactly matches, is empty, or is not empty. Existing workflows using Contains Phrase or Exact Match Phrase will continue to work.

This makes message filtering clearer and more flexible, while keeping existing workflows safe and unchanged.

The Goal Event now supports Task Status as a goal type with support for both Task Created and Task Completed. This lets workflow builders pull a contact to a goal branch when a task tied to that contact is marked completed.

In the Goal Event action, select Task Status, then choose Task Created / Completed and add filters using the same filter options available in the Task based workflow trigger.

Task lifecycle events were already available as workflow triggers, but not as goals. This closes that gap and helps builders route contacts based on real CRM task progress without extra workflow steps.

A consulting agency creates a CRM task from a form submission. When the assigned onboarding task is marked Task Completed, the contact is pulled to the goal branch and receives the next onboarding email.

We're excited to introduce a completely redesigned Sub-Accounts List experience, built to help Agency Owners manage their growing client portfolios with greater speed, visibility, and control.

As agencies scale, managing hundreds—or even thousands—of Sub-Accounts requires more than a simple list. Agency Owners need a centralized workspace that helps them quickly understand what's happening across their accounts, identify opportunities and issues, and take action efficiently.

The new Accounts tab is now the primary destination for managing Sub-Accounts.

Inspired by the HighRise experience, we've transformed the traditional Sub-Accounts view into a structured, tabular workspace centered around Smartlists. This new layout makes it easier to navigate large account portfolios, compare information across accounts, and stay focused on the accounts that matter most.

Instead of scrolling through individual account cards, Agency Owners can now view and manage their entire portfolio through a streamlined, information-rich interface designed for scale.

As agencies grow, finding the right account at the right time becomes increasingly challenging.

The new experience provides a clearer, more organized view of Sub-Account data, helping Agency Owners:

The result is a management experience that feels significantly faster and more intuitive, especially for agencies managing large numbers of clients.

Smartlists now play a central role in how Agency Owners organize and interact with their accounts.

Rather than repeatedly searching or filtering through large account lists, agencies can create focused views that align with their workflows, teams, and business objectives.

This makes it easier to monitor specific account segments, identify trends, and maintain visibility across the entire customer base.

The new Accounts experience brings together visibility, organization, and action into a single workspace.

Whether you're reviewing account performance, monitoring onboarding progress, managing agency-owned accounts, or performing operational updates, the redesigned interface reduces friction and creates a more efficient workflow.

Every aspect of the experience has been optimized to help Agency Owners work more effectively as their businesses scale.

This release represents more than a visual redesign—it's a foundational improvement to how agencies manage their Sub-Accounts.

By moving to a modern tabular experience powered by Smartlists, we're making it easier to:

We make Sub-Accounts management smarter, faster, and more scalable for every growing agency.

Create unique email variations automatically to make cold outreach more personalized and less repetitive.

🚀

You can create multiple variations of words, phrases, or entire sentences within a single email template, and emails will automatically select one variation when the email is sent.

Here the customer would either see "Hey there!" or "Hello there!" or "Hi there!".Spintax also supports nested Custom Values within variations and can be used in subject lines, preview text or the email body.

🎯

🔍

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

Help Article: https://help.gohighlevel.com/a/solutions/articles/155000008067?portalId=48000045315

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.

------------------------------------------------------

🚀 🚀

------------------------------------------------------

Medical - 1

------------------------------------------------------

🚀 🚀

------------------------------------------------------

Medical - 1

-----------------------------------------------------

🚀 🚀

-----------------------------------------------------

Health & Wellness - 1

-----------------------------------------------------

🚀 🚀

-----------------------------------------------------

Marketing Agency - 1

-----------------------------------------------------

🚀 🚀

-----------------------------------------------------

Medical - 2

Marketing Agency - 2

-----------------------------------------------------

🚀 🚀

-----------------------------------------------------

Other - Retirement

Travel & Hospitality - Travel Consultant

-----------------------------------------------------

🚀 🚀

-----------------------------------------------------

Other - Lock And Key Service

Medical - Chiropractic Care

Marketing Agency - Marketing Consultancy

Legal - Family Law Attorney

Insurance - Insurance Consultant

-----------------------------------------------------

🚀 🚀

-----------------------------------------------------

Business Coaching & Consulting - Business Coach

Creative - Video Production & Editing

Insurance - Travel Insurance

Marketing Agency - Product Reviews

Real Estate - Residential Architect

------------------------------------------------------

💥 1 Enhanced Snapshot  💥

------------------------------------------------------

This snapshot has been updated with a newly redesigned website, matching funnel, forms, and email templates to create a consistent user experience. Enhancements also include improved emails, an optimized pipeline, intuitive workflow naming conventions, and a brand new Facebook Ad.

Automotive - Automotive Detailing

You can now connect Housecall Pro directly to Workflows. Two triggers — Job scheduled and Job completed and one action — Create new customer. Let home service businesses react to bookings, reschedules, and job completions, and push new customer records into Housecall Pro from any workflow.

Job scheduled fires when a new job is scheduled or an existing job is rescheduled. Job completed fires when a job is marked complete. Both return the same full job payload plus a nested customer object, so downstream mapping is consistent across the two events. The action creates a new customer record from workflow inputs, returning the new customer ID for downstream steps. Authentication is API key, connect once, target multiple accounts via the Connected Account dropdown.

Home service businesses run jobs, scheduling, invoicing, estimates, and payments in Housecall Pro but lead capture, marketing, and cross-channel customer outreach typically live in the platform. Bridging the two lets a new booking in Housecall Pro fire a confirmation message and update the CRM, a job completion fire a review request and a receipt, a reschedule notify the customer and the crew, and a new web-form lead flow into Housecall Pro as a customer record ready for the service team.

A customer books a window-cleaning job in Housecall Pro for next Tuesday. Within moments, Job scheduled fires — the workflow sends a confirmation SMS with the window, creates or updates the matching contact in the CRM, and tags the contact with ‘Window Cleaning’. Two days later when the technician marks the job complete, Job completed fires — the workflow sends a thank-you SMS with a review link and delivers the receipt automatically.

Added QR code sharing directly inside Funnel Builder so you can create and download a QR code for the current funnel step without leaving your workflow.

Store owners can now use Product related custom values on Product Detail Pages to dynamically display product-specific information inside supported text elements.

These custom values allow users to show values like product name, description, product type, label, ratings, price, SKU, stock status, subscription details, and shipping dimensions. Variant-based values such as price, SKU, stock, and subscription details update automatically when customers switch variants.

Product tokens are available under the Product section in the Custom Values picker, helping users create more dynamic and personalized PDP content.

🚀

You send the invoice. HighLevel handles the sync — and now tells you exactly what happened. Accounting Sync is your centralized hub for monitoring and fixing sync activity across QuickBooks, Xero, and Wave.

🤔

You connected your accounting software and assumed everything was syncing. It wasn't. Invoices failed silently — no alert, no log, no way to know. You only discovered the gaps when your accountant flagged missing records. By then, reconciling the damage took hours.

✨

Accounting Sync gives you a live dashboard for every connected accounting platform. See exactly how many invoices, transactions, and contacts synced — and which ones failed. Drill into individual records, read the failure reason, and retry with one click.

🏆

🛠️

Transaction sync for Wave is coming soon — so Wave users will get the same full-entity coverage already available on QuickBooks and Xero. We're also exploring proactive failure notifications so you're alerted the moment a sync error occurs, without needing to check the dashboard.

📝