Hey guys, what’s up? It’s Christine Seale, the High Level Queen. Today, I am super excited to walk you through some fantastic new updates to Go High Level workflows that will make your marketing automation smoother and more powerful than ever before. Whether you’re a digital marketing newbie or a seasoned pro, these updates are going to revolutionize the way you manage your workflows. So, let’s dive right in!
Adding Notes Inside of Web Hooks and Triggers
One of the most requested features from our amazing community is finally here – the ability to add notes inside web hooks and triggers! This update is a game-changer for anyone looking to streamline their CRM processes. Imagine being able to trigger actions when a note is added to a contact. Yes, you heard that right! Now, you can set up workflow triggers that activate whenever a note is added to a contact’s profile.
Not only can you trigger based on notes, but you can also filter these triggers by tag or no tag. This means more precise automation tailored to your specific needs. Whether you want to notify your sales team, update a spreadsheet, or send a custom email, this feature opens up endless possibilities.
Let me show you how it works. Inside your workflow, simply click on “Add Workflow Trigger” and choose the new “Note Added” option. You can even specify which tags to filter by. It’s that easy! Go ahead, try it out, and watch your efficiency soar.
Custom Values in Notes
But wait, there’s more! Another fantastic update is the ability to use custom values in notes. This means you can now include the content of a note in any action within your workflow. Whether it’s an email, a text message, or a sales team note, you can pull in the note body using custom values.
Here’s how you do it: In any action where you want to include the note, just go to the custom values and select “Note Body” in brackets. This value will dynamically pull in the content of the note. Imagine sending a follow-up email that includes specific details from a note added by your team. The personalization and automation possibilities are endless!
For those of you who use web hooks, you’ll be thrilled to know that you can include note content in the web hook body as well. This makes it super easy to integrate with other platforms like Zapier, allowing you to extract and utilize note data in various ways. You can store it in a spreadsheet, send it to an external database, or use it in automated emails. Your sales team will love this feature as it brings unprecedented clarity and detail to customer interactions.
Adding Time Zones to Actions
Now, let’s talk about another nifty update – adding time zones to actions. In the world of digital marketing, timing is everything. Being able to incorporate time zones into your workflows ensures that your communications are timely and relevant, no matter where your audience is located.
To add a time zone to an action, simply go to the custom values and select “Time Zone”. This field can be used in any part of your workflow, ensuring that your messages go out at the perfect time. Whether you’re scheduling an email campaign or setting up a follow-up call, this feature helps you cater to your global audience with precision.
These updates are all about making your workflows smarter and more efficient. By leveraging notes and time zones, you can create highly personalized and timely automations that will wow your clients and boost your agency’s performance.
Join Our Community
For those of you who don’t know, we have a fantastic free Facebook group called Marketing Agency Automation Secrets. In this group, we give away hundreds of dollars worth of free training every single week. If you haven’t joined yet, what are you waiting for? Click the link below to become part of our thriving community of marketers.
And if you don’t already have a Go High Level account, now’s the perfect time to get started. We’re offering a free 30-day trial of the Agency Pro plan, so you can experience these amazing features for yourself.
Final Thoughts
Don’t forget to like and subscribe so you never miss out on future videos. These updates are designed to make your life easier and your marketing efforts more effective. So go ahead, dive in, and start experimenting with these new features. I can’t wait to hear about the amazing things you’ll achieve!
Stay awesome, and I’ll see you in the next video!