Changelog

Managing companies just got more flexible.

You can now create Company Smart Lists to save a customized company view with your preferred filters, sorting, and visible fields - and reuse that list anytime without setting it up again.

What's New?

• Added Company Smart Lists inside Companies

• Save your preferred: advanced filters, sort order, and visible fields

• Duplicate an existing Smart List to quickly create another version

• Export Smart List results to CSV

• Share Smart Lists with: all users or selected users

• Give shared users either view access or edit access

• Copy and share a direct link to a Smart List

• Save updates back to the same Smart List or save them as a new one

• Manage Smart lists page to review all Smart Lists in one place

How It Works

1. Turn on Company Smart Lists from Sub-account Labs

2. Go to Contacts → Companies

3. Click on + List

4. Apply the filters, sorting, and fields you want

5. Name the Smart List and save it

6. Reopen it anytime to continue editing, sharing, exporting, or duplicating it

7. Open Customize list to manage: Duplicate, Export, Sharing & Permissions, and Delete List

Why It Matters

• Reduces repetitive setup for teams working with Companies

• Makes it easier to return to the exact lists you use most

• Helps standardize account lists across users

• Makes sharing important filtered lists much easier

📝 Overview

Added gradient background support for buttons in the Form, Survey, and Quiz Builder.

This update gives you more control over button styling by letting you switch between a solid color and a gradient background directly from the button settings.

🆕 What’s improved

• You can now apply a gradient background to buttons

• Choose between solid color or gradient styling

• Supports linear, radial, and angular gradient types

• You can adjust the gradient angle for supported styles

• Add and edit multiple color stops for more customized button designs

🔍 How to access

1. Open the Form, Survey, or Quiz Builder and select a button element.

2. From the button style settings, open the Button Background section. You can then switch from a solid color to a gradient and customize the colors, type, and angle.

🎯 Why it matters

• Gives you more flexibility when styling buttons

• Makes it easier to create more modern and visually dynamic designs

• Lets you customize buttons without needing custom code

• Keeps existing button styles working while adding more design options

📝 Overview

Improved Manage Fields so you can now see all fields from your form, survey, or quiz — even if those fields don’t have submission data yet.

Previously, Manage Fields only showed fields that had already received data in at least one submission. Now, it also includes fields from the form definition, making it easier to manage columns before submissions come in.

🆕 What’s improved

• Manage Fields now shows all fields from your form, survey, or quiz definition

• New fields are visible even if they haven’t received any submission data yet

• Fields added after earlier submissions will now appear in the available fields list

• Available but unselected fields show up in the Add Fields section

🔍 How to access

1. Go to Sites > Forms, Surveys, or Quizzes

2. Open the three-dot menu for the item you want

3. Click View Submission

4. On the Submissions page, click Manage Columns to view and add fields from the definition, even if they don’t have submission data yet

🎯 Why it matters

• Makes it easier to manage columns before new submissions come in

• Gives you better visibility into all available fields

• Helps you prepare reports and views without waiting for test or live submissions

• Creates a more complete and predictable submissions management experience

📝 Overview

Improved the embed experience for forms, surveys, and quizzes by adding more control over modal sizing and making key builder actions more reliable while a form is loading.

🆕 What’s improved

• You can now set a custom Modal height for Popup, Polite Slide-in, and Sticky Sidebar embeds

• This helps embedded forms fit better on host pages instead of feeling too tall or too small

• Preview, Integrate, and Save are now disabled until the builder fully loads, preventing clicks that don’t do anything

• Existing embeds continue to work the same way unless a modal height is added

🔍 How to access

1. Open a Form, Survey, or Quiz in the builder

2. Click Integrate once the builder finishes loading

3. Select Embed Code and choose Popup, Polite Slide-in, or Sticky Sidebar

4. Enter a value in Modal height, then copy and use the embed code

🎯 Why it matters

• Gives you more control over how embedded forms appear on your site

• Helps avoid awkward modal sizing on different pages and screens

• Prevents confusion caused by clicking builder actions before the form is ready

• Keeps older embeds fully backward compatible

With the new Share as Post option, you can now share recordings directly into Communities in just a few clicks — making it easier to continue conversations, share updates, and keep collaboration flowing after meetings.

Share Recordings Directly into Communities

A new Share as Post action is now available on recordings, allowing users to publish recordings without leaving the current workflow.

How to?

1. Head over to top right avatar of profile > Click Manage Profile

2. Click on Meetings > View recordings

3. Choose the relevant recording > click on 3 dots

4. After clicking Share as Post, users will see a searchable Community selection modal.

5. Choose the relevant community and channel to post in.

What’s new?

The Math Operation action is now supported in company-based workflows and custom object-based workflows. This expands the same calculation action already available in other workflows, so users can run math on numeric values tied to companies or custom objects.

How it works

When a company or custom object workflow reaches the Math Operation action, HighLevel calculates the selected values and stores the result for use later in the workflow. The action follows the same behavior as the existing Math Operation action.

How to use it

• Open a company-based or custom object-based workflow.

• Add the Math Operation action.

• Choose the values and operation, then use the result in the next workflow steps.

Why we built it

Users can now automate calculations directly in more workflow types without switching objects, adding manual steps, or relying on workarounds.

Simple example

• A construction business uses a custom object workflow to calculate the total project cost by adding material cost and labor cost stored on the project object.

Scope & edge cases

• Supported in company-based workflows.

• Supported in custom object-based workflows.

• Uses the same Math Operation behavior available in other workflow types.

The Company object just got a lot more useful. You can now reference Company fields - both standard and custom - across the platform as custom values: in emails, workflows, contracts, conversations, and AI context. All the rich business context you've been storing on Company records can now power personalized, automated communication.

✨ What's New

• Company fields in the Custom Value Picker — pick from standard fields and all your custom Company fields.

• Available across the platform: Workflows, Email Builder, Email Campaigns, Conversations, Documents & Contracts, Bulk Actions, and Conversation AI.

• Each custom value resolves to the Company associated with the Contact at runtime.

💡 Why It Matters

• 📩 Smarter personalization - reference a recipient's company name, industry, account tier, or any custom attribute directly in your messages.

• 📄 Auto-filled contracts - generate proposals and agreements with full Company context pre-populated.

• 🤖 Context-aware AI - Conversation AI can now use Company information in its replies.

• ⚙️ More powerful automations - drive workflows with Company data without workarounds.

• 🚀 More value from your Company data - every field you've set up on Company is now usable wherever you communicate.

🛠 How to Use

1. Open any supported tool (e.g., Conversations or a Workflow Send Email action).

2. Click the Custom Value Picker in the editor toolbar.

3. Select the Company group.

4. Pick any standard or custom Company field.

What's new

The Wait action has been completely redesigned with a new intent-based UI, recurring schedules, and AI-powered setup.

New intent-based card selection.

The old dropdown has been replaced with a card selection screen that asks "What should the contact wait for?" Users now pick their intent first, then configure — no more hunting through nested dropdowns to find options like "Wait for a contact reply."

Recurring wait schedule.

Set up recurring waits with weekly, monthly, or yearly frequency. Weekly supports specific days and times (e.g., every Sunday, Tuesday, Wednesday at 9 AM). Monthly supports a specific day or nth weekday. Yearly supports renewals, holidays, and annual check-ins.

Wait for a specific date — single-step setup.

Previously required two separate actions (Set Event Start Date + Wait). Now it's one step — pick a fixed date or pull from a custom field directly inside the Wait action.

Seconds as a wait unit.

Time delay now supports seconds, enabling rapid-fire sequences with two- or three-second pauses between actions.

Dynamic wait duration.

Wait durations can now be set dynamically using the custom value picker. Pull the duration from a custom field, contact field, or any supported variable instead of hardcoding a value.

Grouped wait types.

Related wait types are now grouped under single cards to reduce clutter. For example, "Wait for a contact action" now includes trigger link clicks and email events in one place. Appointment and service booking waits are similarly unified.

Contextual option reordering.

The card selection screen adapts to context. When Wait follows a Send action (SMS, Email, or WhatsApp), "Wait for the contact to reply" automatically surfaces as the first option.

Wait AI.

A new CTA at the top of the Wait action lets users describe their desired wait behavior in natural language. The AI Builder agent generates a configured Wait action card that can be added directly or refined through conversation.

Why this matters

Wait was one of the highest support ticket drivers in Workflows. Two issues accounted for the bulk: users not realizing that waiting until a specific date required a separate "Set Event Start Date" action, and "Contact Reply" being buried under the CRM Events dropdown while Time Delay was the default. The new single-step date setup and intent-based card layout with contextual reordering directly eliminate both pain points.