Find and Replace Tool Lands in HighLevel Workflows

TL;DR

HighLevel added a Find and Replace tool to its workflow builder. Agencies managing complex automations should review this update.

Who this affects

HighLevel has not confirmed who is affected by this update. However, agency owners and SaaS entrepreneurs who use workflows for client automations will find this tool useful.

What changed

HighLevel's workflow builder now includes a Find and Replace feature. This allows updating content across complex automations. Users can search by custom values, tags, or specific text strings. The tool shows how to jump directly to matching workflow actions. It also details how to bulk update values individually or all at once across the entire workflow using Replace or Replace All. HighLevel has not confirmed any limits or plan gating for this feature. The rollout status is unknown.

Where to find it

This feature is located within the HighLevel workflow builder. HighLevel has not published the exact navigation path. Look for it inside the interface when editing or building a workflow.

How agencies will use this

Consider an agency with a workflow that onboards new clients. This workflow might contain several email actions, SMS messages, and internal notifications. Each of these might use a specific custom value for the agency's primary contact, like {{agency.primary_contact_name}}. If the agency's primary contact changes, updating this custom value across 50 different workflow steps would be time-consuming. With Find and Replace, the agency can open the workflow builder, search for {{agency.primary_contact_name}}, and then use 'Replace All' to update every instance with the new contact's name. This ensures all communications and internal alerts are current without manual, step-by-step editing.

Our take

This is a standard improvement. While not a groundbreaking addition, it addresses a common pain point for agencies managing large, intricate client workflows. It is a quality-of-life update that saves time for those building or maintaining complex automations. It won't revolutionize your agency today, but it's a solid tool for efficiency.