Here is the Latest Update coming out of HighLevel HQ!
Creating automations is an essential part of organizing and streamlining your business processes. HighLevel makes it easy to create your first automation. In HighLevel, you can create a workflow and place it in a folder so that it’s clearly grouped with other related workflows. To start creating a workflow, click on the Automation tab, then click the “create workflow” button. You can choose a template or start from scratch. Once you’ve named your workflow, you’ll need to add a trigger, which will activate the workflow’s actions. You can customize the trigger according to the desired parameters, such as a customer booking an appointment on a specific calendar. After that, you can add actions such as sending an email with custom values like the contact’s name and appointment time and date. Once you’ve finished creating and customizing your workflow, make sure you save and publish it for it to take effect. HighLevel makes it easy to create automations to increase the efficiency of your business processes. With the help of the intuitive user interface and step-by-step process, anyone can easily create their first automation. HighLevel also provides a helpful how tos playlist on their YouTube channel with more detailed videos for users to get started.
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