HighLevel

Funnels

Landing pages and multi-step funnels. Design principles apply to both desktop and mobile.

Desktop View

• Consistency
• Repetition
• Alignment
• Proximity

Mobile View

• Click to Call buttons are essential
• Test everything on actual devices

Forms

• Style them to match your brand
• Mark required fields clearly

Quizzes

• AI Powered Quizzes now available
• Great for lead qualification

Workflows

The automation engine. Build sequences triggered by form submissions, tag changes, appointments, and more. Connect to external tools via webhooks and APIs:

• ClickUp integration — Auto-create client onboarding checklists on purchase
• Google Sheets integration — Log events to spreadsheets for tracking

The webhook action is your universal exit point—any Zapier-connected app becomes reachable.

• Allow Reentry setting determines if contacts can go through the same workflow multiple times

Communities

Built-in community feature. Alternative to Skool or Facebook Groups if you want everything in one platform.

Running a Facebook Group instead? Group Vortex can scrape member emails and sync them directly into HighLevel—so new members automatically become contacts, enter workflows, and get your welcome sequence.

Calendars

• Duration settings for different appointment types
• Round Robin distribution across team members
• Sync with Gmail to avoid double-booking

Documents and Contracts

Send proposals, contracts, and documents for e-signature without needing a separate tool.

Phone Numbers

• A2P Registration required for SMS compliance
• Get this set up early to avoid delivery issues

Custom Fields vs Custom Values

Custom Fields = contact-specific data (their name, their company). Custom Values = account-wide constants (your company name, your phone number).

Important for integrations: When using webhooks, custom fields appear in the data payload. If you need Business Name in Google Sheets or ClickUp, capture it as a contact field—not just a linked Company object.

Voice AI

HighLevel's AI-powered phone answering.

• When does it pick up? Configure ring time before AI answers.
• What voice should I use? Test different voices with your audience.

Trigger Links

Trackable links that fire workflow triggers when clicked. Useful for Email Marketing engagement tracking.

The Community

One of HighLevel's biggest strengths is its community. Thousands of agency owners, SaaS builders, and coaches share knowledge daily. To understand who's who in this space—the founders, top affiliates, coaches, and community leaders—check out the complete guide to 50+ key people in the ecosystem.

Getting Help

When something breaks or you're stuck, MyTechSupport.com connects you with vetted specialists who know HighLevel inside and out. Post a bounty for one-time fixes or hire for ongoing support—you only pay when the problem is solved.

Need HighLevel help? Create a ticket today →

Become a Specialist

Do you know HighLevel inside and out? MyTechSupport.com is recruiting HighLevel specialists—workflow builders, integration experts, and troubleshooters.

Make money solving problems. Apply to become a specialist →

Add-Ons

Extend functionality with tools like Super Editor, CloseBot, and Assistable.