Did You Know You Can Build Your Own Support Ticketing System in HighLevel?
Create a support ticketing system inside HighLevel without third-party tools
If you’re still paying for external support tools, it’s time to rethink your strategy. HighLevel gives you everything you need to build a simple yet powerful support ticketing system, right inside your sub-account. From ticket intake to resolution tracking, you can create a seamless support workflow without leaving the platform.
Create a HighLevel support ticket form
Start by building a custom form under Sites > Forms. Use fields to collect key info like the customer’s email, support category (technical, strategic, etc), and additional notes. This form acts as the first step in your ticketing pipeline.
✅ Use dropdowns to streamline ticket categorization
✅ Add required fields to ensure complete submissions
✅ Keep it simple to encourage fast ticket creation
Embed your form with HighLevel custom menu links
Once your form is ready, make it accessible by embedding it into a HighLevel website or grabbing the form link directly. Then, create a custom menu link from the agency view. This places a “Support” link inside each sub-account’s sidebar, making it easy for users to submit tickets anytime.
✅ Add your form link in Settings > Custom Menu Links
✅ Select an icon like a question mark for clarity
✅ Set visibility for all sub-accounts for universal access
Manage HighLevel support tickets using tasks
Now that you’re accepting tickets, it’s time to manage them. Use automations to create a new task every time a form is submitted. This keeps each ticket organized and actionable within your HighLevel workspace.
Step-by-step:
1️⃣ Create a new workflow triggered by form submission
2️⃣ Add the “Create Task” action
3️⃣ Map form fields into the task description
4️⃣ Assign it to a user or leave unassigned for later handling
Automate follow-up and feedback after resolution
When a task (ticket) is marked complete, trigger another automation to follow up. Use the “Task Completed” trigger to send a thank-you email, ask for feedback or even request a review.
This not only closes the support loop - it also shows customers you care.
✅ Get feedback to improve your service
✅ Prompt reviews to build your online reputation
✅ Confirm resolution for complete customer satisfaction
HighLevel’s built-in tools make support management easy, efficient and entirely self-contained. Whether you’re an agency or SaaS, this setup can save you time, money and a whole lot of operational headache.
Login or start a free trial today to try it for yourself!
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