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10 contributions to GoHighLevel w/ Robb Bailey
3d •
Anyone found a native way to see daily task activity for a whole team in GHL?
Hey Skool fam 👋 Curious if anyone in this group has run into this: we manage a CRM for a client with multiple setters/SDRs working the same pipeline. Every new lead kicks off 2 daily tasks (morning call / afternoon call), each one logged with a note once the setter completes it. The client's ask is simple on paper — "show me how many tasks each person on the team knocked out today" — but turns out there's no single native screen for that. Contacts → Tasks lets you filter by Assignee + Due Date + Status, which works great, just one person at a time. Agent Reporting would give a per-user breakdown too, but only if you're routing calls through GHL's native telephony (Twilio/LC Phone) — which this client isn't using, so that route's off the table. Has anyone in the Technical Implementation crowd cracked this without bolting on Sheets/Zapier/etc.? Or is "filter one setter at a time" just the accepted workaround for now? Appreciate any pointers 🙏
0 likes • 3d
@Manuel Carrascosa sanchez You’re right about the limitation with targeting a completely different contact, I don’t think there’s a native action for that either. But I think Custom Objects may be the native workaround here. Instead of creating a counter contact for each setter, create a “Setter” custom object and associate the relevant contacts with their setter. Then the completed-task workflow can update the associated Setter record rather than trying to modify another contact. That keeps the whole thing inside GHL and avoids the API/script route. The main thing I’d want to test is the cleanest way to increment the counter on the associated custom object. So I think Custom Objects are worth testing before going straight to the API.
0 likes • 2d
@Manuel Carrascosa sanchez Really happy to hear it worked out, Manuel! 🙌 Glad my suggestion helped you get to the right foundation for the setup. Appreciate you sharing the limitation with fresh leads too — that’s a useful detail for anyone else trying the same approach. I’ve sent you a connection request as well. If anything else comes up with the project, happy to brainstorm it together. Would love to see how it evolves!
6d •
Past Clients Review Requests
Hi guys, i want to ask about review automation, i just can't wrap my head around it for some reason, lets say i got a client, do i send review requests to his old happy clients via email or sms? and most importantly, how? what access do i need? what kind of info do i need from him? do i need his google account details so i can send messages from his email? The main thing which is the automation itself i think is easy, but these things inside i can't understand and i already did research and watched some video. Thanks
0 likes • 6d
@Moe Zuh You don’t need his personal phone or email login. You’ll need access to his GHL sub-account, with the client’s sending phone number connected for SMS and the email sending setup configured if you’re sending via email. For the contacts, you just need the past customer list with names and phone numbers/emails. And for the Google review, you’ll need the client’s Google review link. So basically: GHL access + sending number/email setup + customer list + Google review link. No Google/Gmail password needed.
1 like • 6d
@Moe Zuh Anytime brother! Glad I could help. Once you have the client’s GHL sub-account access and the required customer data, the rest is pretty straightforward. Best of luck with the setup! 🤝
11d •
New 2 GHL
Hello every one, i own epoxy coating business in Austin Tx and im here to learn how i can use ghl for my business!
1 like • 10d
Welcome to the community, Kevin! 👋 Epoxy is a great use case for GHL, especially for automating lead follow-ups, quote requests, appointment booking, and reactivation. Looking forward to seeing what you build for your business! 🚀
24d •
FB lead form not syncing
Is anyone noticing this issue? everything is properly connected. leads are not syncing from lead form to the subaccount.
0 likes • 13d
Hey @Pradnya Kulkarni , This can happen even when the connection looks correct. I’d first check the Facebook Page/Ad Account permissions, Lead Form access, and the GHL Facebook integration connection, then test the form with a fresh lead. Also worth checking whether the form is actually assigned to the correct GHL sub-account. If all of that checks out, I’d reconnect the Facebook integration and test again.
14d •
What’s the optimal way to trigger a GoHighLevel workflow from my AI Studio website?
I’m building a website in AI Studio and want the form submission to trigger a workflow in GoHighLevel. The issue is that when I try to add/connect the form, it doesn’t seem to match or integrate properly with the rest of the website. For this setup, should I use an External Event trigger or an Inbound Webhook trigger? If there’s a better/recommended way to connect an AI Studio website form submission to a GHL workflow, I’d appreciate any guidance.
0 likes • 13d
Hey @Frankie B , I’d go with an Inbound Webhook here. Since the form is coming from an external AI Studio website, you can POST the submission data directly to a GHL webhook, then use that webhook as the workflow trigger. It also gives you full control over mapping the form fields into GHL. If you’re using a middleware like Make or Zapier, that can work too, but for a direct website → GHL setup, webhook is usually the cleaner route.
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@sami-ullah-1259
GoHighLevel Expert | GHL Funnels, Landing Pages, CRM Automation | Make
Active 17m ago
Joined Jul 20, 2026
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