About the Snapshot Onboarding
Snapshot Onboarding: Simplify and Streamline Account Setup
Snapshot Onboarding revolutionizes how you manage account settings by enabling the creation of pre-configured "snapshots." Perfect for agencies and businesses, this app simplifies onboarding by replicating predefined settings, saving time and ensuring consistency.
Key Features of the Agency Tool Tip App
Effortless Account Configuration
Say goodbye to manual setup. Snapshot Onboarding lets you create, save, and deploy snapshots of account configurations, making account setup a breeze.
Showcased Features for Seamless Onboarding
Create Snapshot Save pre-configured account settings as reusable snapshots to streamline onboarding processes. Deploy Snapshot Quickly apply saved snapshots to new accounts for consistent and efficient setups. Edit Snapshot Modify snapshots to reflect updated configurations or new account requirements. Organized Snapshot Library Maintain a centralized repository of snapshots for easy access and management.
Agency-Focused Support & Training
Maximize the potential of Snapshot Onboarding with our comprehensive guides, training videos, and dedicated support team.
Install Snapshot Onboarding Today
Simplify account setup and ensure consistency with pre-configured snapshots. Enhance efficiency, reduce errors, and save time for your team with Snapshot Onboarding. Enjoy unmatched support from Level Up Marketplace—your only trusted partner in workflow automation. Install now to transform your onboarding process!
Installation & Integration Video
Custom Actions
Conversational AI
File Management
Data Analysis and Insights
Content Creation and Summarization
Creative AI Tools
Find File
Format Time Action For Date Tool
Day Manipulation Action For Date Tool
Agency Action
Agency end points for your workflow
Create users, create sub-accounts, add snapshots and enable SAAS all from your workflow builder in any sub-account. Get the agency action end points for all of your sub-account automations.
workflow actions
workflow triggers
agency endpoints
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Agency Hide Anything
Hide what you need from your sub-accounts
This app will allow you to hide anything you like from your sub-account so your users can't see it. You can also create location based hidden accounts to create settings unique to each location.
Location based
Simple setup
Growing features
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Agency knowledge Base
The biggest GHL knowledge base around
Over 1000 docs on how to use GoHigh Level. Plus, 700+ FAQ to search from, with over 50+ videos. All in 6 different languages with more coming soon.
50+ videos
6+ languages
700+ FAQ
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Agency Tool Tip
Onboarding on auto pilot
Show your users how to use the GHL platform with useful tours and quick tips for over 130+ pages of your GHL account. With expert show and tell videos included in the pop ups to support all.
50+ videos
130+ pages
200+ quick tips
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Dashboard Tool
Get any Metrics to your dashboard
Turn your sub-account dashboard in to something extra with custom KPI's. Collect all the data and metrics you need to impress your clients and give them peace of mind.
Custom Widgets
Workflow tracking action
Unlimited KPIs
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Date Tool
Get more from date fields
Calculate the difference between dates, add time to a date and reformat the date the time. Date values are so important across so many different GHL use cases. Make sure you're using the correct values for your fields.
Date difference
Add time to date
reformat
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Entertainment Tool
Add some personality to your account
Increase engagement for your sub-accounts with the entertainment tool. Source jokes, quotes and more to keep your engagement high.
Entertaining
Jokes
High engagement
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Finance Tool
Money tools for your sub-account
Moving in the world of finance? Cover every aspect you need with this free app.
Convert Currency
Exchange Rates
IBAN
Mortgage Calculator
Crypto price
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Other Contact App
More than one contact in workflow
The perfect app to trigger a workflow for another contact that holds a relationship in the CRM. Works perfectly for affiliate campaign's and LLMS
Find contact
Send Workflow
Add to contact
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Personlized Image Tool
Create memorable images
Create images that are personalised to include the name of a contact. Perfect to celebrate customer birthdays or to create unique certificates!
unlimited pictures
unlimited uploads
Workflow actions
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Places Tool
Get connected with the world
Working across multiple timezones? Use the time zone app to get up-to-date information from the contact time zone, compared to yours!
Time zones
Weather
Air quality
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QR Tool
Easily generate unique QR codes
Create a QR code for over 10 different action types. Design the QR codes and add your logo. Any size, any colour, any type - he QR builder tool can do it all
Unlimited QR codes
Styling options
Logo uploader
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Share Link Tool
Share instantly to social media
Create links that can share your content directly to your contact social media page. Create a viral campaign by sharing your campaigns to your clients friends.
Share to Facebook
Viral campaigns
Unlimited links
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Deep App Link Tool
Deep link to your favourite apps
Connect directly to your contacts through their favourite apps. Don't waste time sending your contacts to their browser to log in, go direct to the app.
10+ apps
sub pages connections
unlimited links
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Snapshot Onboarding
Update custom values quickly
Get your locations updated with forms that can update the custom values of your accounts. Your clients can't set up their accounts with these multistep forms.
Unlimited forms
Multi step forms
All elements needed
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Technology Tool
Check in your clients tech
Review your contacts websites, and follow up with detailed information about their tech and website, and how you could create something better for them.
IP look up
URL look up
Phone validation
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V Card Tool
Never be forgotten
Create dynamic V card links for your clients contacts. Share your information with a V card card that will say more about you then anyone else
Unlimited links
Dynamic links
Never be forgotten
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Connect 120+ Applications. Auto Sync Data across Apps. Avoid Manual Processes. Save Time & Money.
Level Up Marketplace supports all the popular apps for CRM, Marketing, E-Commerce, Helpdesk, Payments, Web forms, Collaboration and much more...
Official GHL Developer Partner
We are honoured to be one of the first three Official GoHigh Level Developer partners.
Our high involvement with the app marketplace, and commitment to developing the best apps from day 1, saw us recognised by GHL as an official global developer partner.
We have frequent communications with the GHL dev team giving us a platform to bring your requests to their attention. Not only that, but early access to upcoming features means our apps will always work with any new GHL product.
