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CZ-06 // CONTACT ACTIONS

From HQ Command

GoHighLevel contact actions, one click from every record

GoHighLevel contact actions in the customizer add a bar to every contact record with quick tags, buttons and small forms. A quick tag adds or removes a tag in one tap, a button can add tags that start your workflows, and a form writes straight into custom fields. The bar can sit in 6 positions and be dragged.

Try it live

One-time payment, lifetime access. Login emailed within minutes.

CZ-06 // CAPTURE
Contact actions bar with quick tags and buttons along the bottom of a GoHighLevel contact record

CZ-06.1 // LIVE PREVIEW

Tap the bar live

CZ-06.1 // LIVE FEED

Connecting to the customizer engine

Chips

Show

Position

Theme

The real contact actions bar. Tap a quick tag to add or remove it, press Log account health to open its form, or drag the bar by its grip. Nothing is saved in the preview.

CZ-06.2 // SET IT UP

Build the bar in four moves

You do this yourself, in minutes, after your login arrives. Nothing is installed twice.

  1. 01

    Switch on contact actions

    In the editor, open Contact actions and enable the bar. The preview shows a sample contact record.

  2. 02

    Add quick tags

    List the tags your team uses most, set labels and colours.

  3. 03

    Add buttons and forms

    Create buttons that add tags for your workflows, and forms that map to your custom fields.

  4. 04

    Place it and publish

    Choose a position, test it in the preview, then publish to every sub-account.

CZ-06.3 // AT YOUR HQ

One click instead of five

  • After every client call

    Log the outcome with one tap: renewal due, upsell, referral ask. Each tag can start the workflow that follows it up.

  • Account health checks

    A form button collects retainer, next review date and health status into custom fields without leaving the record.

  • No more tag typos

    Workflows triggered by tags fail quietly when a tag is misspelled. Buttons always send the exact tag.

  • Faster for new staff

    New hires do not need to memorise your tag naming. The actions they need are on the bar.

CZ-06.4 // PROBLEM TO OUTCOME

Typing tags versus tapping them

THE PROBLEM

Starting a workflow from a contact usually means opening the tag box, typing the exact tag and hoping nobody misspells it. Updating three custom fields means scrolling the record. Multiply that by every call your team makes.

THE OUTCOME

The common actions sit on a bar on every contact: tap Onboarding to tag, press Book QBR to start the review-call workflow, open a short form to log account health. Same tags, every time, spelled correctly.

CZ-06.5 // WHAT YOU GET

What the bar holds

  • Quick tags

    Chips that add or remove a tag in one tap, coloured per tag, by brand colour, or green-on and grey-off.

  • Action buttons

    Buttons that add and remove tags with a confirmation message, ideal for starting and stopping workflows.

  • Forms into custom fields

    Short forms with number, date and dropdown fields that save straight into the contact’s custom fields.

  • Where you want it

    6 positions, draggable by its grip, with a minimise control so it never covers what you need.

CZ-06.6 // PACKAGES

Compare all packages

Contact actions

Included from HQ Command up

One-time payment, lifetime access. Login emailed within minutes (max 24 hours). You set it up yourself in the live editor.

CZ-T2

HQ Command

$747

CZ-T3

HQ Empire

$1,497

CZ-06.7 // QUESTIONS

Contact actions questions

What is the GoHighLevel contact actions bar?
It is a bar the customizer adds to every contact record in GoHighLevel. It holds quick tags, action buttons and short forms, so the things your team does on every contact take one click instead of several.
Can a button start a GoHighLevel workflow?
Indirectly, the reliable way: a button adds a tag, and your workflow uses that tag as its trigger. Removing the tag works the same way for stop conditions.
Do the forms save to custom fields?
Yes. Each form field maps to a contact custom field, and saving the form writes the values straight onto the contact.
Does it work in every sub-account?
Yes. Once installed, the bar appears on contact records across your sub-accounts, using the tags and fields you configured. Make sure those tags and custom fields exist in each account, which snapshots usually handle.
Can I move the bar?
Yes. It has 6 positions to choose from, can be dragged by its grip and minimised.
Which package includes contact actions?
HQ Command and HQ Empire.
Is anything sent outside GoHighLevel?
No. Tags and custom fields are written to the contact inside GoHighLevel. In the preview on this page nothing is saved at all.
Can I have different buttons for different clients?
The bar is configured per setup. Workspaces in the higher packages let you keep separate configurations for separate brands.

CZ-06.8 // RELATED MODULES

Modules to pair with contact actions

The modules agencies usually set up next, each with its own live preview.

CZ-06.9 // DEPLOY THE LOOK

Put your workflows one tap away

The contact actions bar comes with HQ Command.

Compare the packages

One-time payment, lifetime accessLogin by email in minutesOne-line install

GHL Customizer accounts run on the GHL Customer Care customizer platform (customizer.ghlcustomercare.com); AgencySnapshotHQ sells the account packages on this page. GoHighLevel and HighLevel are trademarks of HighLevel Inc. This product is independent: not affiliated with, endorsed by, or a reseller of HighLevel Inc. Previews use sample data and a copy of the GoHighLevel interface.