Release Notes 9.23.2026
What's New & Improved
- Sera has a Native Integration with HighLevel: GoHighLevel (often shortened to GHL or "HighLevel") is a marketing and customer engagement platform. Think of it as sitting alongside Sera, not replacing it. Sera runs your operations — customers, jobs, appointments, invoices, memberships. GoHighLevel runs your marketing and follow-up — email campaigns, SMS drips, review requests, sales pipeline tracking.
- Before this integration, if your marketing team wanted to send a text to every Customer with an active membership, they had to build the list by hand or maintain a Zapier pipe that copied Sera data into GoHighLevel. Now, that data flows over automatically
Integration Summary
The integration pushes your Sera customer data into GoHighLevel in real time. Customers, service addresses, memberships (with the technician who sold them), jobs (as opportunities in a sales pipeline), and appointment completions all flow across. Every Customer is automatically tagged with useful attributes so your marketing team can segment lists without asking you for reports.
The integration is one-way for this release. Data flows from Sera into GoHighLevel. Anything that starts in GoHighLevel does not flow back into Sera in this release.
The Integration Does the Following 6 Things:
- Your Customers become contacts in GoHighLevel. Add a customer in Sera, and within a few seconds they appear in GoHighLevel as a contact.
- Service addresses flow over as their own records. A Customer with three homes shows up with three linked service address records, not one confusing merged contact.
- Jobs become opportunities in a sales pipeline. Every Sera job you open flows over as a card in GoHighLevel's Opportunities view, and moves through Open, Won, and Lost as its status changes.
- Memberships come over with the technician's name. Sold as part of a quote, the technician who closed the sale rides along with the membership record.
- Appointment completions can trigger review requests automatically. The moment a technician marks an appointment complete in Sera, a signal fires into GoHighLevel. You can wire that signal to a review-request workflow and drop PulseM entirely.
- Every Customer gets tagged automatically. Four attributes — lead source, service category, member status, and equipment age — attach to every contact so your marketing team can segment on them.
Video and Training Resources
👉HighLevel Integration Overview and Setup Article