👀 What's New?

• Add filters to individual custom metrics in your formula — e.g. segment by contact tag, pipeline, owner, agent, and more
• Meta Ads is now available as a data source — use Spend, Impressions, CTR, CPC, CPM, Conversions, and Reach in your custom KPIs
• Google Analytics is now available as a data source — combine GA data with your CRM metrics in one formula
• Custom metrics now open in a full-page builder instead of a modal

👷 How It Works:

1. Go to your Dashboard and open or create a Custom Metric => Click "Edit Dashboard" > "Custom Metrics"  > "Create Custom Metrics"
2. In the formula builder, click on any metric token to add filters
3. Set your filter conditions — e.g. Tag = Customer, Pipeline = Sales, Owner = [Rep Name]
4. To use Meta Ads or Google Analytics data, select them from the metric picker under their respective categories
5. Combine metrics using the formula builder (e.g. Sum of Spend / Count of Opportunities) and save

Click "Edit Dashboard"

Create Custom Metrics

Add filters over Metrics

Google Analytics

Meta Ads

🌟 Why It Matters:

1. Stop exporting to spreadsheets — Build segmented KPIs like win rate by sales rep or conversion rate by lead source directly on your dashboard in real time
2. Tag-based contact metrics — One of the most requested capabilities — filter any contact metric by tag (e.g. "Customer", "VIP") without leaving the platform
3. Cross-channel performance in one place — Combine Meta Ads or Google Analytics spend data with your CRM pipeline data to calculate metrics like Cost per Lead or Cost per Opportunity natively in HighLevel

⏭️ What's Next?

• Further UX improvements to the custom metric builder experience coming soon

📝 Notes:

1. Filters support multiple conditions (AND logic) per metric token
2. Available to all accounts — no plan restriction

👀 What's New?

• Add filters to individual custom metrics in your formula — e.g. segment by contact tag, pipeline, owner, agent, and more
• Meta Ads is now available as a data source — use Spend, Impressions, CTR, CPC, CPM, Conversions, and Reach in your custom KPIs
• Google Analytics is now available as a data source — combine GA data with your CRM metrics in one formula
• Custom metrics now open in a full-page builder instead of a modal

👷 How It Works:

1. Go to your Dashboard and open or create a Custom Metric => Click "Edit Dashboard" > "Custom Metrics"  > "Create Custom Metrics"
2. In the formula builder, click on any metric token to add filters
3. Set your filter conditions — e.g. Tag = Customer, Pipeline = Sales, Owner = [Rep Name]
4. To use Meta Ads or Google Analytics data, select them from the metric picker under their respective categories
5. Combine metrics using the formula builder (e.g. Sum of Spend / Count of Opportunities) and save

Click "Edit Dashboard"

Create Custom Metrics

Add filters over Metrics

Google Analytics

Meta Ads

🌟 Why It Matters:

1. Stop exporting to spreadsheets — Build segmented KPIs like win rate by sales rep or conversion rate by lead source directly on your dashboard in real time
2. Tag-based contact metrics — One of the most requested capabilities — filter any contact metric by tag (e.g. "Customer", "VIP") without leaving the platform
3. Cross-channel performance in one place — Combine Meta Ads or Google Analytics spend data with your CRM pipeline data to calculate metrics like Cost per Lead or Cost per Opportunity natively in HighLevel

⏭️ What's Next?

• Further UX improvements to the custom metric builder experience coming soon

📝 Notes:

1. Filters support multiple conditions (AND logic) per metric token
2. Available to all accounts — no plan restriction

👀 What's New?

• Add filters to individual custom metrics in your formula — e.g. segment by contact tag, pipeline, owner, agent, and more
• Meta Ads is now available as a data source — use Spend, Impressions, CTR, CPC, CPM, Conversions, and Reach in your custom KPIs
• Google Analytics is now available as a data source — combine GA data with your CRM metrics in one formula
• Custom metrics now open in a full-page builder instead of a modal

👷 How It Works:

1. Go to your Dashboard and open or create a Custom Metric => Click "Edit Dashboard" > "Custom Metrics"  > "Create Custom Metrics"
2. In the formula builder, click on any metric token to add filters
3. Set your filter conditions — e.g. Tag = Customer, Pipeline = Sales, Owner = [Rep Name]
4. To use Meta Ads or Google Analytics data, select them from the metric picker under their respective categories
5. Combine metrics using the formula builder (e.g. Sum of Spend / Count of Opportunities) and save

Click "Edit Dashboard"

Create Custom Metrics

Add filters over Metrics

Google Analytics

Meta Ads

🌟 Why It Matters:

1. Stop exporting to spreadsheets — Build segmented KPIs like win rate by sales rep or conversion rate by lead source directly on your dashboard in real time
2. Tag-based contact metrics — One of the most requested capabilities — filter any contact metric by tag (e.g. "Customer", "VIP") without leaving the platform
3. Cross-channel performance in one place — Combine Meta Ads or Google Analytics spend data with your CRM pipeline data to calculate metrics like Cost per Lead or Cost per Opportunity natively in HighLevel

⏭️ What's Next?

• Further UX improvements to the custom metric builder experience coming soon

📝 Notes:

1. Filters support multiple conditions (AND logic) per metric token
2. Available to all accounts — no plan restriction

👀 What's New?

• Google Lead Form submissions now record the correct Session Source as Paid Search (previously stored as "Paid Social").
• Session Source includes the full Campaign, Ad Group, and Ad details.
• A new contact activity — "Google Lead Form Submission" — has been introduced for this submission type.
• The activity snippet captures Campaign, Ad Group, Ad, and Form name so you can see exactly which ad and form drove the lead.

👷 How It Works:

1. Run a Google Ads campaign that uses Lead Forms and connect it to HighLevel as you do today.
2. When a prospect submits the Google Lead Form, the contact is created or updated inside HighLevel automatically.
3. Open the contact and check the Activity panel: Session Source should be "Paid Search". Campaign / Ad Group / Ad should have been populated from the originating Google Ads entity.
4. In the contact's Activity timeline, you'll see the new "Google Lead Form Submission" entry containing Campaign, Ad Group, Ad, and Form name.

🌟 Why It Matters:

1. Accurate paid-channel reporting — Google Lead Form leads are no longer miscategorised as Paid Social, so dashboards, and source breakdowns finally reflect reality.
2. Full campaign visibility — Marketers can see the exact campaign, ad group, ad, and form behind every lead.
3. Cleaner activity timelines — A dedicated activity type makes it easy to filter, segment, and automate workflows for Google Lead Form leads.
4. Better automation triggers — Workflows can branch on the new activity type to deliver a tailored follow-up.

📝 Notes:

1. The fix applies to new submissions going forward. Historical contacts retain their original attribution.
2. No setup changes required — the corrected attribution and new activity apply automatically.
3. Available wherever Google Ads' Lead Form integrations are supported.

👀 What's New?

• Google Lead Form submissions now record the correct Session Source as Paid Search (previously stored as "Paid Social").
• Session Source includes the full Campaign, Ad Group, and Ad details.
• A new contact activity — "Google Lead Form Submission" — has been introduced for this submission type.
• The activity snippet captures Campaign, Ad Group, Ad, and Form name so you can see exactly which ad and form drove the lead.

👷 How It Works:

1. Run a Google Ads campaign that uses Lead Forms and connect it to HighLevel as you do today.
2. When a prospect submits the Google Lead Form, the contact is created or updated inside HighLevel automatically.
3. Open the contact and check the Activity panel: Session Source should be "Paid Search". Campaign / Ad Group / Ad should have been populated from the originating Google Ads entity.
4. In the contact's Activity timeline, you'll see the new "Google Lead Form Submission" entry containing Campaign, Ad Group, Ad, and Form name.

🌟 Why It Matters:

1. Accurate paid-channel reporting — Google Lead Form leads are no longer miscategorised as Paid Social, so dashboards, and source breakdowns finally reflect reality.
2. Full campaign visibility — Marketers can see the exact campaign, ad group, ad, and form behind every lead.
3. Cleaner activity timelines — A dedicated activity type makes it easy to filter, segment, and automate workflows for Google Lead Form leads.
4. Better automation triggers — Workflows can branch on the new activity type to deliver a tailored follow-up.

📝 Notes:

1. The fix applies to new submissions going forward. Historical contacts retain their original attribution.
2. No setup changes required — the corrected attribution and new activity apply automatically.
3. Available wherever Google Ads' Lead Form integrations are supported.