What’s new?

The Book Appointment workflow action now supports a Timezone field. You can choose a fixed timezone or use a dynamic value, including the contact’s timezone.

How it works

When the action runs, the Start Date & Time is read using the selected timezone, then the appointment is booked for the correct absolute time. If no timezone is selected, it defaults to the account timezone.

How to use it

• Open the Book Appointment action in a workflow.
• Set the Start Date & Time and choose a fixed timezone or Contact Timezone.
• Save the action.

Why we built it

Dynamic appointment times could be interpreted in the wrong timezone, causing bookings to land hours off for contacts in different regions. This gives you direct control so appointments are scheduled at the intended time.

Notes & limitations

• The action uses the account timezone by default, users can tweak it to a specific timezone
• The timezone is used to interpret the Start Date & Time and check slot availability.
• If Override Availability is turned on, the appointment is booked without checking calendar availability.
• This update applies to the Book Appointment action only.

Preview

Admins can now control access to the Create Pipeline action through a dedicated permission setting.

What's New

A new permission has been added for the Create Pipeline action.

Admins can grant or restrict the ability to create pipelines on a per-role basis.

Users without this permission are unable to Create, Clone, or Duplicate pipelines.

Who's Affected

Agency Admins and Account Admins managing user roles and permissions.

Sub-account users whose pipeline creation access depends on their assigned role.

How to Use

• Go to Settings → My Staff → select a user → Roles & Permissions.
• Locate the Opportunities section.
• Toggle the Create Pipeline permission for the relevant roles.

• Save your changes — the access control takes effect immediately.

Note: The Create Pipeline permission gates all pipeline creation actions, including Clone and Duplicate. Users without this permission will not be able to perform any of these actions.

Email Sequences is now live in Beta Labs, enabling users to automate threaded email conversations with delays, conditions, and smart scheduling.

Following strong interest during Private Beta – with 60+ agencies enrolled and continued access requests – early feedback has validated strong product-market fit and demand.

✨ Key Features

• Single-threaded automated email conversations
• Conditional sending based on open/delivery status
• Stop on Reply automation
• Support for designed and plain text emails
• Sequence and step-level analytics

🏆 Impact

• Automate follow-ups, reminders, and nurture campaigns
• Improve engagement with behavior-based outreach
• Maintain conversation context with threaded emails
• Easier to create email automation without having to learn automations

🗂️ How to Access

1. Go to Settings → Beta Labs
2. Enable Email Sequences

3. Navigate to Marketing → Email → Campaigns
4. Click Create New Sequence
5. Configure your audience, delays, conditions, and email steps

6. Enable Stop on Reply and launch your sequence

7. Click on Statistics to check overall metrics and step level metrics.

💡 Coming soon

1. En-roll into sequence through workflow
2. Create sequence using Email AI
3. A/B Testing for each step.

Tasks V2: Your Smartest Way to Get Things Done. A faster, repeatable, team-ready task manager reimagined on mobile app.

Tasks V2 is a ground-up upgrade with the features you've been waiting for: recurring tasks, opportunity links, multiple contacts, board view, and a cleaner, smarter interface. It's everything the old Tasks couldn't do, designed to keep you and your team moving.

The Challenge

Your day is a stream of follow-ups, and the old Tasks made you work too hard. No way to repeat a task. Only one contact, and no link to a deal. One long list with no structure, and you had to open every task just to see who it was for. Important work blended together and slipped.

✨ Our Solution

Tasks V2 fixes all of that. Set a task to repeat on your schedule, link it to contacts and an opportunity, and see everything you need right on the task card with no tapping required. Switch between List and Board, watch your day organize itself into clear sections, and track your progress as you go.

🏆 What's New in Tasks V2

🔁 Recurring Tasks (New!): Set a task to repeat hourly, daily, weekly, or monthly and end it on a date or after a set number of times. Routine follow-ups now run themselves.

💼 Link to Opportunities (New!): Connect a task to a deal, not just a contact, so every follow-up ties back to the revenue it drives.

👥 Multiple Contacts (New!): Attach several contacts to a single task, no more duplicates.

🗂️ List & Board Views (New!): See your tasks as a simple list or a visual board whatever fits how you work.

📊 Today's Progress Ring (New!): Watch a progress ring fill as you complete today's tasks instantly.

motivation, at a glance.

📋 Organized Sections (New!): Tasks auto-group into Overdue, Today, This Week, and Upcoming, in both List and Board views so nothing hides at the bottom of a list.

✨ See More Without Tapping (New!): The task card now shows the linked contact and opportunity right on the tile, no need to open the task.

🎨 A Fresh, Faster Experience: A cleaner, more intuitive UI/UX across the board makes creating, finding, and finishing tasks effortless.

🛠️ How to Get Started

1. Navigate: Open the Tasks tab. (Screenshot 1 placeholder)

2. Create: Tap +, add your title, due date, contact(s), and opportunity, assign a teammate, then turn on Repeat to make it recurring. (Screenshot 2 placeholder)

3. Work Your Way: Switch between List and Board, follow your sections from Overdue to Upcoming, and watch today's progress ring fill up. (Screenshot 3 placeholder)

🛠️ What's Next?

Dynamic Task widget on the homepage a dynamic task widget on the homepage for at-a-glance visibility into your current and pending tasks.

Expect richer recurring options, more ways to filter and group, and even deeper links between tasks, contacts, and opportunities. Tell us what would make your workflow effortless.

Roll-out & Availability

– Release Date: [11/06/2026]

– Available Version: [ 4.18.0 — confirm ]

– Status: Public

– HighLevel: ✅

– LeadConnector: ✅

– WL App: ✅

💬 We Want to Hear From You!

– Speak with us: https://speakwith.us/nikhilsatish

– PM email:

What’s new?

You can now notify contact followers, opportunity followers, or both from the Internal Notification workflow action. We also added Opportunity Owner as a new recipient option in the existing 'User Type' picker.

How it works

A new notify followers section appears directly below To User Type. The follower checkboxes are additive, so they notify followers in addition to the recipient selected above. Followers are resolved when the action runs, and all recipients are deduplicated.

How to use it

• Open an Internal Notification action in a workflow.
• Choose your existing To User Type recipient.
• Turn on Contact followers, Opportunity followers, or both.

Why we built it

Teams often collaborate on contacts and opportunities they do not own. This makes it easier to keep lead generators, closers, mortgage advisors, renewal teams, and coverage teammates informed without manual mentions or extra workflow branches.

Simple examples

• A real estate team keeps To User Type set to Assigned User and turns on Contact followers so the lead generator, agent, and mortgage advisor following the contact all get notified when the lead replies.
• A sales team covering PTO turns on both Contact followers and Opportunity followers so the covering teammate following the record gets notified when a form is submitted or an opportunity stage changes.

Additional Notes

• Available for Email, In-App Notification, SMS, and WhatsApp. Contact and opportunity follower toggles are independent and can be used together.
• Duplicate recipients are automatically deduplicated when the action runs.
• Opportunity followers are skipped if no opportunity is in scope or the opportunity was deleted. The selected To User Type recipient still receives the notification.
• Followers without the required channel address are skipped for that notification type.
• Existing Internal Notification actions are unchanged.

Preview