✔ connect forms to high level
Completed by Alyssa W.
- Assigned to
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Isaac K.
- Notes
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all forms
we need tags for "hesperia" and "redlands"
as there are two different offices. Wondering if we should create two accounts? Or just keep tags?
put on "test" until they are ready to go.
8am-8pm mon-sat PST
Created test page with test form on it here -
https://healthfirstweightcontrol.com/contact-highlevel/
I have created two different campaigns for them in their Highlevel account one for each location.
I have added a condition in the Zapier API so it will automatically go to the correct campaign based on what the user will select in the location dropdown in the form.
If the user will choose "Any location" it will go to the "Hesperia" campaign.
I have also assigned separate users for each campaign and assigned separate Twilio numbers to each of these users.
Please let me know if you have any questions.
we are ready to go LIVE
8am-8pm mon-sat PST
That campaign dropdown is just for the filtered view. In other words. When you select a specific campaign in the opportunities tab. It gets switched to filtered view mode.
OK. Thank for confirming. I will connect all the forms now.
notes for wz:
emailed valerie. 1:50pm MT 1/15/21