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HighLevel Event Tracking (Add wrapper to append or add a note to CRM)
We use HighLevel but this would also be useful for other CRMs such as ActiveCampaign that have this feature. But it would be awesome to be able to append notes in addition to updating custom fields. For our use case, we use Fluent forms to create a form that is filled out multiple times by the contact annd when it is filled out want to have that data inside of HighLevel but not overwrite other submissions. The easiest way to accomplish this seems to be by adding a note to the contact record, but from what I can see this does not seems to be possible yet.
Accepted
Category: CRM Integrations, Event Tracking Addon
Timothy Wolf shared this idea
Updated: December 20, 2023
Timothy Wolf shared this idea
Updated: December 20, 2023
This would probably go best in our Event Tracking addon (https://wpfusion.com/documentation/event-tracking/event-tracking-overview/) since it already sends that kind of data.
But I think it would be better if we could add an “activity” item to the contact’s feed, rather than a note. Something here: https://i.wpfusion.com/SxPGTTkz
Or would you prefer it as a note?
It seems like the Activity component already has a lot of votes as a feature idea: https://ideas.gohighlevel.com/crm/p/contact-activity-panel
That would potentially work. I do want to be able to view the submitted Fluent Form data from within the CRM (or maybe just a link like view submission) would work.
And trying to think about how this could be broadly useful.