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GHL Customizer · Contact actions

One-tap actions on every GoHighLevel contact

Add a bar of buttons and quick tags to the contact page. One tap adds or removes a tag to start a workflow, a button can open a short form that fills in custom fields, and the contact updates straight away.

Beta · Free Free during beta, every feature included.

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The contact actions bar at the bottom of a GoHighLevel contacts page: Book a call, Update deal and Send review request buttons beside Hot lead, VIP and Follow up quick tags, with a "Tag VIP added" message.
  • 1 tap to add or remove a tag
  • 6 starting positions
  • 2 kinds: quick tags and buttons
  • 0 code for your team to write

Why it matters

Starting a workflow should not take six clicks

Tagging a contact to start a workflow means opening the tag box, typing, picking and checking you got it right. Updating a few fields means scrolling through the whole record. Buttons on the contact page turn the jobs your team does every day into one tap.

Stock GoHighLevel

  • Typing tags by hand, and the odd typo that breaks a workflow
  • Scrolling the record to update two fields
  • No record of who added a tag, or when
  • Every user doing it a slightly different way

With the GHL Customizer

  • Quick tags that add or remove with one tap
  • A short form that fills in the right custom fields
  • Optional notes on the contact saying who did what
  • The same buttons for the whole team

Live preview

Press the buttons, tap the tags

This is the real contact actions bar on a sample page. Tap a quick tag, open the Update deal form, move the bar by its grip, and switch colours and positions with the chips.

Loading the live preview

A colour per tag This is the real contact actions bar. Tap a quick tag to add or remove it, press Update deal to open its form, or drag the bar by its grip. In the preview nothing is saved; inside GoHighLevel the contact updates straight away.

What you get

Everything in contact actions

Quick tags

One-tap chips for the tags you use most. A chip shows whether the contact has the tag, with its own colours for added and not yet added, and taps again to remove it.

Buttons that start workflows

A button can add tags, remove tags or toggle one, so a single press starts the workflow that listens for that tag.

Pop-up forms for custom fields

A button can open a short form: text, paragraph, number, date, drop-down, email, phone or link, each one mapped to a custom field on the contact.

Your own messages

Set the message shown when a tag is added or removed, for all chips or for each one, and a success message for every button.

Notes on the contact

Optionally add a note to the contact each time: which tag was added or removed and by whom, or which field changed from what to what.

Place it anywhere

Pick one of 6 starting positions. People can drag the bar wherever suits them, it remembers the spot, and a double-click on the grip puts it back.

The page updates at once

The contact page shows the new tags and field values straight away, with no reload. If GoHighLevel refuses a change, the chip flips back and says why.

Per sub-account

Show a chip or a button in every sub-account, or only in the ones you list.

Screenshots

Real screens, straight from the customizer

  • Buttons and quick tags, with a message when a tag is added

  • A button opens a short form that fills in custom fields

  • Quick tags in green when added and grey when not

How it works

Live in three steps

  1. 1

    Add chips and buttons

    In the Contact actions tab, add the quick tags and buttons your team needs, with colours, icons and messages.

  2. 2

    Connect your workflows

    Point each button at the tags your GoHighLevel workflows listen for, or at the custom fields a form should fill in.

  3. 3

    Save

    The bar appears on every contact page, in the sub-accounts you chose, on the next page load.

Works well with

More from the customizer

Opportunities board 12 board designs with stage colours that fit any pipeline. Menu builder Sidebar, top bar, merged header, mega menus and a floating quick menu. Dashboard designs 18 designs: welcome banner, photo backgrounds, particles and chart colours.

Questions

Contact actions: common questions

Through GoHighLevel’s own API, with the signed-in user’s session, the same calls GoHighLevel’s interface makes. So a user can only do what their GoHighLevel permissions already allow.

Yes. Buttons add, remove or toggle tags, so any workflow with a "tag added" or "tag removed" trigger starts from one press.

Any custom field in the sub-account, found by its name, its key or its id. Each form field is linked to one, with a type such as text, paragraph, number, date, drop-down, email, phone or link, and can be required.

If you want one. Notes can be added to the contact saying which tag was added or removed and by whom, and which field changed from what to what.

No. The preview runs the real bar on a sample page, but nothing is sent anywhere. Inside GoHighLevel the same presses update the contact.

Yes. Each chip and button can be limited to a list of sub-accounts, or shown in all of them.

Beta · Free

Free during beta, every feature included

Sign in, try contact actions on your own brand and paste two lines into GoHighLevel. No card, no plans to pick.

Create your free account All modules