Feature Overview

Users can now easily access and review form submissions directly within the Conversations section, improving visibility and response workflows.

What’s New

• Form Submissions Embedded in Conversations

Form responses are now automatically attached to the relevant conversation thread.

Enables quicker context without switching tabs.

• Unified View of Contact Interactions

View messages, form submissions, and interaction history in one place.

Reduces the need to navigate across multiple sections.

• Improved Lead Context for Faster Follow-ups

Instantly see what a lead submitted before replying.

Helps personalize communication and improve conversion rates.

How It Works

Navigate to Conversations.

Open a conversation tied to a contact who submitted a form.

Locate the form submission card/message within the thread.

Click to expand and view full submission details.

Key Notes

Works for forms created within HighLevel.

Submissions appear automatically when tied to a contact/conversation.

Visibility depends on proper form-to-contact association.

Impact

Faster response times

Better context for sales/support teams

Streamline

d communication workflows