Overview
HighLevel’s mobile and web apps are built to receive inbound SMS messages directly within the Conversations tab. However, by configuring a workflow with custom triggers and notifications, you can also forward these incoming messages notifications—though this will result in additional charges.
If you’d like incoming SMS messages to appear in the Conversations tab and be automatically forwarded to a designated number as a notification, this guide will walk you through the process. By following the troubleshooting steps provided, you can ensure that every incoming message is successfully redirected to your chosen forwarding number.
TABLE OF CONTENTS
- Step 1: Create a Workflow
- Step 2: Start from Scratch
- Step 3: Add a Workflow Trigger
- Step 4: Select “Customer Replied”
- Step 5: Add Filters
- Step 6: Select Reply Channel
- Step 7: Choose SMS
- Step 8: Click on Save Trigger
- Step 9: Add an Action – Send Internal Notification
- Step 10: Add Custom Values – Message Body
- Step 11: Add Custom Values – Contact First Name
- Frequently Asked Questions
- Related Articles
We will only receive the inbound messages in the Conversation tab using Highlevel's mobile app and web app.
Steps to create a workflow-
Step 1: Create a Workflow
Navigate to Automation > Workflows > Create Workflow.
Step 2: Start from Scratch
Click Start from Scratch and then select Create New Workflow.
Step 3: Add a Workflow Trigger
Click Add New Workflow Trigger.
Step 4: Select “Customer Replied”
Choose Customer Replied as the workflow trigger.
Step 5: Add Filters
Click Add Filters.
Step 6: Select Reply Channel
In the filter options, select Reply Channel
Step 7: Choose SMS
From the reply channel dropdown, choose SMS.
Step 8: Click on Save Trigger
Click on Please select action
Step 9: Add an Action – Send Internal Notification
Choose Send Internal Notification.
⚠Note: SMS notifications will generate charges for each SMS sent.
Step 10: Add Custom Values – Message Body
Navigate to Custom Values > Message > Message Body.
Step 11: Add Custom Values – Contact First Name
Navigate to Contact > First Name to include personalization.
Frequently Asked Questions
Currently no frequently asked questions. Submit feedback on this article to help is add questions to this section!
Related Articles
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