Changelog

Follow up on the latest improvements and updates.

RSS

Overview
We’re making it easier to view and interact with contact details without losing your place. With the new
contact overlay
, clicking a contact’s name from the
opportunities (contact name or conversation icon)
or
appointments
page now opens the contact within the same page instead of automatically redirecting you to the contact details page. This gives you quick access to contact information and conversations while keeping your current workflow in context.
Screenshot 2026-08-13 at 11
Screenshot 2026-08-13 at 11
What has changed
Previously, clicking a contact’s name from opportunities or appointments redirected you to the contact details page. You can now choose how you want to view the contact:
Screenshot 2026-08-13 at 1
*
Single-column view:
Opens the left panel of the contact details page alongside conversations and other right-panel features.
Screenshot 2026-08-13 at 1
*
Two-column view:
Opens an expanded view with the contact details panel and an extended Conversations view.
Screenshot 2026-08-13 at 1
*
Go directly to the Contact details page:
If you prefer the existing experience, you can continue opening the full contact details page directly.
Screenshot 2026-08-13 at 1
If you open the full contact details page from the overlay, you can also navigate back to the page you were previously working on, helping you continue where you left off. A separate icon is available for users who want to skip the overlay and open the Contact details page directly.
Screenshot 2026-08-13 at 1
](Insert YouTube/Wistia/Loom/Vimeo video URL here)
The overlay also respects your
contact details page customizations
. If your contact details page has been customized, those same customizations will appear in the overlay, providing a consistent experience across both views.
Why it matters
Managing opportunities and appointments often requires quickly checking contact information or reviewing a conversation. Previously, doing so meant navigating away from the page you were working on and then finding your way back.
The contact overlay reduces this unnecessary navigation by bringing contact details and conversations directly into your existing workflow. This means fewer page changes, better context retention, and faster access to the information you need.
Next steps
The contact overlay is currently available for
opportunities and appointments
. We plan to gradually extend this experience to additional areas where contact names appear, making it easier to access contact information without leaving your current workflow.
Moving from HubSpot to HighLevel just got easier.
With the new HubSpot Importer, you can connect your HubSpot account and migrate important CRM data directly into HighLevel—without relying on manual CSV exports.
👀 What’s New?
You can now import:
  • Contacts
  • Deals as Opportunities
  • Companies
  • Contact, Company and Deal properties as Custom Fields
  • Pipelines and stages
  • Notes
  • Emails
  • Tasks
  • Supported associations
Screenshot 2026-08-12 at 8
Screenshot 2026-08-12 at 1
👷 How It Works
  • Go to
    Contacts, Companies, or Opportunities
  • Click on "Import"
Screenshot 2026-08-12 at 1
  • Choose
    Connect HubSpot
  • Sign in to your HubSpot account
  • Select the objects and data you want to import
  • Review record counts and choose specific properties if needed
Screenshot 2026-08-12 at 1
  • Click
    Confirm and start import
Your import will continue running in the background, so you can leave the page and return later.
🔍 Review Import Results
The Import History table lets you track progress and review completed imports.
After an import, you can:
  • View successful, skipped, failed, and warning totals
  • Review results by object or individual record
Screenshot 2026-08-13 at 6
  • Filter records by object and status
Screenshot 2026-08-13 at 6
  • See clear error messages
Screenshot 2026-08-13 at 6
  • Download results as a CSV for further review
⭐ Why It Matters
  • Migrate your CRM data faster
  • Preserve supported pipelines and stages
  • Bring over important custom fields and activity
  • Choose exactly what you want to import
  • Quickly identify and resolve import errors
  • Reduce the manual work required when moving from HubSpot
📝 Notes
  • Existing matching records are not overwritten.
  • Imported HubSpot emails are read-only.
  • Deals require associated contacts to be imported as Opportunities.
  • We recommend testing your import in a new or non-production sub-account first.
✨ Overview
The “
New Review Received
” workflow trigger now supports reviews from all review platforms integrated with the account.
Previously, the trigger was limited to Google Reviews and Facebook Reviews. Now, workflows can also be triggered by reviews received from platforms such as Trustpilot, Yelp, TripAdvisor, and other supported review sources.
🎯 Use Case
Businesses often collect reviews across multiple platforms, not just Google and Facebook.
Until now, reviews coming from other integrated platforms could not trigger workflow automation. This meant teams had to manually monitor those sources and were limited in how they could respond to new reviews.
With this enhancement, you can now automatically:
  • 🔔 Notify team members when a new review is received
  • 🤖 Trigger automated review follow-ups or responses
  • 🔀 Route reviews internally based on workflow logic
  • ⚡ Take immediate action when a new review comes in
🚀 What’s New
  • 🌐 Support for all integrated review platforms: The trigger source list now includes every supported review platform connected to the account, instead of being limited to Google and Facebook.
  • ⚙️ Automate actions across more review sources: Build workflows that respond to reviews regardless of which connected platform they come from.
  • ✅ No impact on existing workflows: Existing workflows using Google or Facebook review triggers will continue to work exactly as they do today.
image (70)
image (71)
💡 Why This Matters
  1. Broader automation coverage across your entire review ecosystem
  2. Less manual monitoring of third-party review platforms
  3. Faster and more consistent follow-up, regardless of where customers leave reviews
  4. More value from your existing review integrations by connecting them directly to workflow automation
One trigger. Every connected review platform. More ways to automate your reputation management.
Reach out to us directly at reputation@gohighlevel.com to drop your feedback.
Overview
We’re strengthening document privacy and access controls across the platform with HIPAA compliance in mind. Documents uploaded as attachments through the notes section will now be private by default, giving you greater control over how sensitive information is accessed and shared.
Previously, documents uploaded through notes were public in nature and could be shared without expiration or additional privacy controls. With this update, newly uploaded documents will benefit from enhanced privacy protections while still giving users the flexibility to choose the appropriate sharing method.
What’s new
  1. New note attachments are private by default
    : Any new document uploaded through the notes section will be stored in the
    "Notes attachments" folder under Documents
    and will be private by default.
Screenshot 2026-08-11 at 10
  1. More control when sharing:
    When sharing a document, users can choose the level of access that best fits their needs, including a public link, private link, OTP-protected link, or password-protected link.
Screenshot 2026-08-11 at 10
  1. Existing documents remain unchanged:
    This update applies only to documents uploaded through notes after the feature is released. Existing documents previously uploaded through notes will continue to remain public.
  2. Secure sharing for existing documents:
    While existing documents will retain their current privacy status, users can still choose to generate and share a private link with recipients when additional access control is needed.
Screenshot 2026-08-11 at 10
What’s next
We're working towards bringing in more privacy and data control for you to expand document security across the platform. In the next phase, these privacy and access controls will be extended to document attachments shared through custom fields, creating a more consistent and secure document-sharing experience.
👀 What's New?
In dashboards and custom reports, every widget's number stat shows a trend badge (▲/▼ with % change), and you can now control whether an increase or a decrease in that number should be colored positive (green) or negative (red).
Metrics where lower is better — like unsubscribe rate, bounce rate, churn, or cost per lead — can now show accurate trend colors instead of always assuming "higher is good."
This applies no matter which chart type you've picked for the widget — Number, Line, or Bar — since the trend badge appears consistently across all of them when "Comparison Date Range" is set.
Screenshot 2026-08-11 at 7
Metrics like unsubscribe or bounce rate no longer show a misleading green arrow when they go up. For example, a falling unsubscribe rate now shows green (good), while a falling delivered-email count still shows red (needs attention).
👷 How It Works:
  1. Open the widget's Configure panel.
  2. Under Advanced settings, configure "Date range override" and "Comparison date range"
  3. Specify whether a metric's increase or decrease is positive. Choose Increase is positive (default) or Decrease is positive, based on how the metric should be read.
  4. Save changes — the trend badge color updates automatically, on every chart-type view of that widget.
🌟 Why It Matters:
  • Accurate trend signals — Metrics like unsubscribe or bounce rate no longer show a misleading green arrow when they go up.
  • Builds client trust — Agencies sharing dashboards with clients can trust that green always means "good," even for cost or churn metrics.
📝 Notes:
  • Existing widgets default to "Increase is positive" — no widget's color behavior changes unless you update it.
  • Setting lives in the widget's Configure panel and applies regardless of the chart type selected for that widget.
What's New
You can now control access to 80+ features across the platform — up from around 30-35 — giving you far more complete control over what your sub-accounts (clients) see.
Feature permissions are now organized into a clear three-level structure: Category > Module > Feature. Instead of scrolling through one long, flat list, you can manage access at whatever level makes sense — an entire module at once, or an individual feature within it.
This new structure is reflected everywhere you configure permissions: on a sub-account directly, on a SaaS plan (available on Pro plans), and when selecting or managing a plan for a client.
Why It Matters
If you whitelabel HighLevel for your clients, you need to be sure that when you turn a feature off, it's actually off — and that you can find the setting you're looking for without hunting through a long list. This update delivers both: broader coverage across the platform, an organized hierarchy that's easy to navigate, and more reliable enforcement so toggled-off features stay hidden from your sub-accounts.
Notes
  • Your existing permission settings have been carried over automatically — no sub-account or SaaS plan loses access to a feature it already had.
  • SaaS plan–level permission configuration is available to agencies on Pro plans. Sub-account–level configuration is available to all agencies.
Coming Soon
  • Bulk actions for managing permissions across sub-accounts, expected next week.
image
Overview
Events is now available in Labs for all agencies.
6a7aef3b3dd417f26e152b8d
Until now, access to Events was being rolled out manually — agencies had to reach out with a Location ID to enable the beta.
That changes today.
Agencies can now discover Events directly in Labs, decide which sub-accounts should have access, and start testing the complete Events platform without requesting access from our team.
What is Events?
Events brings the complete event lifecycle into HighLevel — from creating and promoting an event to selling tickets, managing attendees, checking people in, and automating what happens before and after the event.
Businesses can use Events for conferences, workshops, webinars, meetups, classes, online events, hybrid experiences, and more.
What's Included?
Create & Manage Events
Create free, paid, RSVP, in-person, online, and hybrid events.
Manage event details, schedules, speakers, registrations, and settings from one place.
Screenshot 2026-08-11 at 6
Build Branded Event Experiences
Screenshot 2026-08-11 at 6
Create customizable event pages for event details, schedules, and registration.
Control page sections, layouts, and styling, including Custom CSS.
Embed event pages inside HighLevel Funnels or external websites.
Ticketing & Registration
Screenshot 2026-08-11 at 6
Create multiple free and paid ticket types with pricing, inventory, and sales windows.
Run promotions using coupon codes and add-ons.
Collect information for every attendee in multi-ticket registrations.
Manually add attendees and record or collect payments on their behalf.
QR Tickets & Check-in
Screenshot 2026-08-11 at 6
Automatically issue QR-code tickets after registration.
Scan tickets and check attendees in using the HighLevel mobile app.
Track attendance, live check-in activity, and staff performance from the event dashboard.
Events + Workflows
Screenshot 2026-08-11 at 3
Trigger automations when attendees register or check in.
Build workflow branches using event, ticket, and check-in information.
Wait until, before, or after an event date to automate timed communication.
Build confirmations, reminders, post-event follow-ups, nurture campaigns, and CRM journeys using HighLevel Workflows.
Enable Events from Labs
Agency admins now have full control over the rollout.
Go to:
Agency Settings → Labs → Sub-Account → Events
From there, agencies can:
  1. Enable Events for all sub-accounts or selected sub-accounts.
  2. Control whether Events is visible inside Labs of individual sub-accounts.
  3. Enable or disable access without contacting our team.
  4. Roll Events out gradually across their client base.
Screenshot 2026-08-11 at 6
Screenshot 2026-08-11 at 6
Once enabled, Events is available under:
Memberships → Events
Why This Matters
This is the next step in opening Events to the broader HighLevel ecosystem.
We are still in Beta, and this is the right time for feedback.
Enable Events, build real events, run registrations, and help shape where the product goes next.
👀
What's New?
  • You can now insert
    custom values
    into dashboard/report widget conditions and elements using the new
    {}
    picker.
  • Supported in
    widget conditions
    — wherever you enter a text value (e.g. Source field).
  • Supported in
    dashboard elements
    — Embed (URL), Title, or Text box.
  • Location fields
    available: Location Id • Location Name • Email • Phone • Website • Address • City • State • Country • Postal Code • Timezone
  • User fields
    available: User Id • Email • Phone • Role • Type • First Name • Last Name • Name • Full Name.
  • Custom values
    — everything you've created under Settings → Custom values is available in the picker, organised by folder.
  • Tokens resolve automatically per sub-account when the dashboard is viewed.
👷
How It Works:
  1. Open a dashboard and switch to
    Edit mode
    .
  2. Add or edit a widget — go to the
    Conditions
    tab. Or add an
    Element
    (Embed, Title, or Text box).
  3. Click the
    {}
    button next to any text input field.
  4. Browse or search across
    Location
    ,
    User
    , or
    Custom values
    .
  5. Select a field — the token is inserted (e.g.
    {{ location.name }}
    ).
  6. Save. Switch to
    View mode
    — the token resolves to the real value for that location automatically.
🌟
Why It Matters:
  1. One dashboard for every location
    — build a single dashboard template and every sub-account sees their own name, address, and data — no duplication needed.
  2. Dynamic embed URLs
    — insert a location ID or custom value into an embed URL so each location loads their own external report automatically.
  3. Personalised dashboard experience
    — titles, text boxes adapt per location, making dashboards feel purpose-built for each client.
  4. Faster agency setup
    — what used to take multiple manual setups now takes one.
Screenshot 2026-08-11 at 6
⏭️
What's Next?
NA
📝
Notes:
  1. Custom value insertion is available to
    dashboard editors only
    .
  2. If a token has no value set for a location, it resolves as blank in view mode.
  3. Location and User system fields are available by default — no setup needed. Custom values require prior setup under
    Settings → Custom values
    .
Screenshot 2026-08-11 at 6

new

Funnels and Websites

E-Commerce Stores

Add Ecommerce Stores Directly to Funnels

What’s New?
Funnels can now include a complete ecommerce store experience, allowing merchants to combine funnel steps with product browsing, cart, checkout, and order confirmation in one flow.
  • Adding a store automatically creates 5 store steps:
    Product List, Product Details, Cart, Checkout, Thank You
    .
  • Store elements such as
    Featured Product, Upsell, Collection List, Search Bar
    , and more can now be added to Funnel steps. Adding a Store element converts the Funnel into a Store-embedded Funnel and creates the 5 required store steps.
  • Converted Funnels now include a new Store Products tab on the Funnel step list page, where products can be excluded and their priority can be changed.
How to Use It?
  1. Open a Funnel and add a Store from the
    Store
    section, or add a Store element directly to any Funnel step.
  2. Select a theme and configure the store setup when prompted.
  3. Use the
    Store Products
    tab to manage product visibility and priority.
  4. Customize the generated store pages and publish your Funnel.
Key Points to Note:
  • The 5 store steps remain in a fixed internal order but can be moved together relative to other Funnel steps.
  • Converted Funnels show a Store tag in Funnels and a
    Funnel store
    tag in Stores.
  • Only one Store can be added per Funnel.
  • Clone Step
    and
    A/B split testing
    are not supported on Store steps.
  • Deleting any Store step removes all 5 Store steps and disables the Store for that Funnel.
  • Cloning a Funnel also clones its Store setup and Store steps, but products are not duplicated.
Images:
Adding Stores:
image
image
image
image
image
image
Store Deletion flow:
image
Your Threads content can now live alongside the rest of your social strategy. ✨
With Threads Post Sync (Beta), you can automatically import your existing Threads posts into Social Planner, giving you one place to manage historical content, monitor engagement, and repurpose posts.
Note: Available in Beta through Labs.
🚀 What's new
  1. Automatically Sync Threads Posts
Import your existing Threads content, including:
  • Text posts
  • Images
  • Videos
  • Carousels
  • GIFs
  • Polls
  1. Rich Post & Engagement Details
Synced posts retain available content and engagement data, including:
  • Caption text
  • Media and thumbnail previews
  • Location tags
  • Views
  • Likes
  • Replies
  • Reposts
  • Quotes
  • Shares
  1. Clone Existing Threads Content
Reuse supported Threads posts by cloning text, image, video, carousel, and GIF posts directly from Social Planner.
  1. Automatic Daily Sync
Once enabled, Threads posts are synced automatically every 24 hours. You can also track sync progress and receive notifications if your account needs to be reconnected.
👷 How to use this feature
  • Go to Marketing → Social Planner → Settings
  • Enable Threads Post Sync from Labs
  • Allow the initial sync to complete
  • View your synced Threads posts in Social Planner
  • Clone supported posts whenever you want to reuse them
💡 Why it matters
  • Keep Threads content alongside your other social channels
  • Access historical content without recreating posts
  • Track Threads engagement from one dashboard
  • Quickly repurpose existing content
  • Simplify reporting for agencies and social media teams
📝 Notes
  • Threads Post Sync is currently available through Labs.
  • Sync is enabled per location.
  • Posts from the last 30 days are synced by default; older posts up to 365 days may be imported when needed.
  • Sync runs every 24 hours and is not real-time.
  • Polls can be viewed but cannot be cloned because poll creation is not currently supported in the Threads composer.
  • Polls may show a “Poll content is not supported in preview” message.
  • Deleted Threads posts remain visible in Social Planner because sync is one-way (Threads to Social Planner).
  • Text file attachments are not supported for sync or preview.
  • Some engagement data may be limited by Threads API capabilities.
Load More