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πŸ”” How to Send Internal Notifications to Groups in GHL


🎯 What will you learn?​

In this tutorial, you'll learn how to send internal notifications to WhatsApp groups directly from GHL using automations. This is perfect for alerting your team about new leads, sales, or any important event!

πŸ’‘ What is it for? Internal notifications allow you to keep your team informed in real time about important events, such as new leads, completed sales, confirmed appointments and much more!


βœ… Prerequisites​

Before starting, make sure you have:

RequirementDescription
STEVO InstanceConnected to V2 (new front)
Groups enabledGroups functionality enabled in STEVO
Group createdA WhatsApp group to receive notifications

πŸ” Identifying the STEVO Version​

It's important to know if you're on V1 or V2:

VersionCharacteristics
V1 (Stevo Manager)Old front, different layout
V2 (Current)New front, more modern and intuitive

⚠️ Important: This tutorial only works with STEVO V2. If you're on V1, contact support to migrate.


πŸ“‹ Complete Step by Step​

Step 1: Enable Groups in STEVO​

  1. βœ… Access your STEVO instance on V2
  2. βœ… Go to Groups
  3. βœ… Enable the "Display in GHL" functionality
  4. βœ… All your groups will appear in GHL automatically

Step 2: Create a Group (if necessary)​

If you don't have a group for notifications yet, create one:

  1. βœ… Click on "Create Group"
  2. βœ… Fill in ALL required fields:
FieldRequiredFormat
Group nameβœ… YesFree text
Descriptionβœ… YesFree text
Group photoβœ… YesImage URL
Participantsβœ… YesWith country code + area code (e.g.: 5527999999999)

⚠️ Attention to number format: Participant numbers MUST contain the country code (e.g.: 55 for Brazil, 1 for USA), area code and complete number. Example: 5527999999999


Step 3: Copy the Group Number in GHL​

Now you need to get the group's phone number:

  1. βœ… Access GHL
  2. βœ… Go to Conversations
  3. βœ… Search for the group name you created
  4. βœ… Click on the group
  5. βœ… Go to Contact
  6. βœ… Copy the phone number of the group

πŸ’‘ Tip: The group works as a normal contact in GHL. That's why you can send messages to it through the phone number!


Step 4: Create the Automation​

Now let's create the automation that will send the notifications:

  1. βœ… Access Automations in GHL
  2. βœ… Create a new automation
  3. βœ… Choose a trigger

Trigger example:

ConfigurationValue
TriggerTag Added
FilterTag name (e.g.: "new-lead")

Step 5: Configure Notification Sending​

  1. βœ… Add a "Send SMS" action
  2. βœ… Choose "Custom Number"
  3. βœ… Paste the group number you copied
  4. βœ… Write the notification message
  5. βœ… Save the action

Message example:

🚨 NEW LEAD!
Name: {{contact.first_name}} {{contact.last_name}}
Phone: {{contact.phone}}
Email: {{contact.email}}
Contact as soon as possible!

Step 6: Publish and Test​

  1. βœ… Publish the automation
  2. βœ… Save the changes
  3. βœ… Test by adding the tag to a contact
  4. βœ… Check if the message arrived in the group

πŸš€ Use Cases​

SituationTriggerMessage
New LeadTag "new-lead" added🚨 New lead: {{contact.name}}
Sale CompletedOpportunity wonπŸ’° Sale closed: ${{opportunity.value}}
AppointmentAppointment createdπŸ“… New appointment: {{appointment.date}}
SupportTag "urgent-support"πŸ”΄ Urgent support: {{contact.name}}
Follow-upResponse receivedπŸ’¬ {{contact.name}} replied!

πŸ’‘ Advanced Tips​

🎨 Customize Your Notifications​

Use emojis and formatting to highlight messages:

TypeSuggested Emoji
Urgent🚨 πŸ”΄ ⚠️
SaleπŸ’° πŸŽ‰ βœ…
AppointmentπŸ“… πŸ—“οΈ ⏰
SupportπŸ†˜ πŸ’¬ πŸ”§
Informationℹ️ πŸ“’ πŸ“£

πŸ“Š Use Dynamic Variables​

Take advantage of GHL variables to enrich messages:

VariableDescription
{{contact.first_name}}Contact's first name
{{contact.phone}}Contact's phone
{{contact.email}}Contact's email
{{opportunity.name}}Opportunity name
{{opportunity.value}}Opportunity value

⚠️ Troubleshooting​

ProblemSolution
Group doesn't appear in GHLCheck if "Display in GHL" is enabled
Message doesn't arriveConfirm the group number is correct
Error creating groupFill in ALL required fields
Automation doesn't triggerCheck if automation is published

🎯 Next Steps​

Now that you know how to send internal notifications:

  1. βœ… Create your notifications group
  2. βœ… Set up your first automation
  3. βœ… Test the sending
  4. βœ… Create notifications for different events
  5. βœ… Customize messages with variables
  6. βœ… Keep your team always informed!

πŸŽ‰ Team Always Connected!​

With internal notifications in GHL via STEVO, your team will never miss an important lead or sales opportunity again. Real-time communication directly on WhatsApp!