7:38概要. GoHighLevel's forms, tasks, and automation tools combine into a capable support ticketing workflow. Clients submit requests through a form embedded as a custom menu link, each ticket becomes a task inside the CRM, and automations handle assignment, status updates, and resolution emails. The result is a self-contained ticketing process that lives entirely within a sub-account.
ステップ
Build the intake form
Go to Sites > Forms and create a new form. Include the contact's email, a category dropdown (technical support, strategic support, other), and a multi-line notes field. Set required fields and add a 'Submit Ticket' button.
Get the form link and create a custom menu item
Copy the form's share link from the Integrate tab. Go to Agency Settings > Custom Menu Links, create a new link using that URL (open as iframe, show on sub-account sidebar), and label it 'Support' with a help icon.
Set up task-based tracking
When a form is submitted, a workflow creates a task in the contact record so your team can track, assign, and close tickets without leaving GoHighLevel.
