Conversations

Integrate Third Party Phone Systems such as GoToConnect or RingCentral - Improve API To Add Conversations
Idea: let us use a third party, dedicated phone system such as GoToConnect or RingCentral to place and receive all calls (and texts) - and integrate that with Go High Level.This will give you world class phone features, such as caller ID integration, advanced call routing and multidevice support (not to mention unllimited calls and free texting).As it stands, the conversation view in Go High Level will not include any calls made on our desk phone system, and there is no way to link them via the API.Unless you only use the soft phone to make all outbound lead and customer calls, currently the Go High Level customer conversation will only show the inbound calls, which makes it very limited.Extending the Go High Level API would fix this.For example, we use GoToConnect by LogMeIn. That system allows unlimited texts and calls and has an API to access the full call history.If you extended the Go High Level API to allow us to add conversations (phone and text) from other systems, it would be fairly straightforward to bring all of the information into Go High Level, regardless of which system actually was used. (If you can extend the API, I would be happy to write the integration and share it.)Note - this would also let you keep your existing phone numbers and skip Twilio altogether. It's simple to port numbers to GoToConnect (we did). You could use GoToConnect to make and receive all texts and calls, even to record them, and then they could be linked to Go High Level via this improved API.I get that Go High Level wants to be a "one stop shop" but without an extended API you are ending up with a mediocre version of everything and no way to integrate "best of breed" tools for those that want them.All we need is a few extra nodes on the API to post new phone and text conversations and, ideally, associate a WAV file recording. HIGHLVL-I-2437
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under review
Outlook to Actually Two-Way Sync in Conversations like Gmail does
I just lost an affiliate client to this feature. There are two parts to this request. Make it clear upfront in the marketing and in the dashboard that Outlook users with custom domains must set up MX records for conversations to work properly. Simply using the default Leadconnector domain only allows outgoing emails. It took us 4 weeks to learn we had to do this just to get replies to come into the conversations tab. The conversations tab needs to be able to accept inbound emails from leads. This works fine with the Gmail integration, but does not work with the Outlook integration. For my client, whose company uses Outlook, this was a dealbreaker, since for him, the CRM was the thing he needed most. We didn't discover this until yesterday (6 weeks after signing up), and that's when he asked for a refund. There was also another issue where every time he sent an outgoing email, it would be "unsuccessful". Reconnecting the Outlook account didn't resolve this. But clicking the little red arrow every time did. However, because of his laptop screen size, the sent messages were above the fold of the email composer, so he couldn't see that his emails weren't going out until he checked back later, wondering why his customers weren't receiving his emails (see screenshot). This unsyncing issue may also have impacted the ability for conversations to function appropriately. I also notice there's a 3MB limit on attachments and larger attachments would prevent syncing. We didn't get far enough for him to send attachments, but this would have been another obstacle to his success since he sends image-heavy product PDFs to his clients that are larger than that size as part of his sales process. I know everyone here is doing their best. I'd love to see this worked out since a lot of folks in my audience use Outlook, and I wouldn't feel comfortable selling this to them until it's sorted out. I hope this is helpful!
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planned
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