Trellus for GoHighLevel

Power and parallel dial your GoHighLevel Smart Lists

Open a Contacts Smart List and start a Trellus call block with the linked contact and valid phone options. Work the list, then save the outcome and next step in HighLevel.

No CSV export. Keep the active HighLevel location, Contacts filters and sort order. Power or parallel dialing is available based on your Trellus access.
See it in action · 2:44

Your Smart List. The conversation. The next step.

Watch a complete Trellus call block in GoHighLevel—from power and parallel dialing to a live transcript, automatic summary, and reviewed call notes.

How Trellus works in GoHighLevel

Start: Contacts Smart List
Queue: current filtered list
Dial: power or parallel
Save: contact note and selected tag
Follow up: contact-linked task
Your HighLevel audience

Call the list your team already built

Contact Smart Lists update from the filters and conditions your team defines, while Opportunity Smart Lists can organize records around pipeline and stage criteria. Trellus starts from a Contacts Smart List. For Opportunity calling, Trellus can also use a pipeline or stage view confirmed during setup.

Contacts Smart Lists

Call from the active HighLevel location and keep the Contacts view’s filters and sort order. Trellus uses a valid primary or additional phone number from the linked contact.

Opportunity calling

Bring the confirmed pipeline or stage view into the call block with the linked contact and valid phone options ready to call.

Keep the view you chose

Start from the filtered Smart List your team already trusts. Trellus carries that list context into the call block without a CSV export.

Fresh-lead call blocks

When the fresh-lead option is enabled for the workspace, newly added leads can join an active Smart List call block while the current conversation keeps its place.

Rep workflow

From filtered view to live conversation

01

Open the right location

Choose the active HighLevel location and the Contacts Smart List the team is ready to call.

02

Start Trellus in that view

Use the audience already visible in HighLevel instead of exporting contacts and maintaining a separate list.

03

Choose power or parallel dialing

Use the dialing mode available to your team: work one number at a time or make multiple outbound attempts at once.

04

Carry the linked record into the call block

Trellus carries the active location, linked contact, valid phone options and chosen Contacts list or confirmed Opportunity view into the call block.

05

Save the result and next step

Save the selected outcome in a HighLevel contact note. Add a purpose, summary or transcript link when available, apply a selected tag when completing the result, and schedule a callback when needed.

Live conversation

Bring the HighLevel record into the call block

Trellus keeps the active HighLevel location, linked contact, valid phone options and chosen audience context with the call block. Live guidance is available during supported calls when coaching is enabled for your workspace.

1Active HighLevel location
2Contacts list or configured Opportunity view
3Linked contact and valid phone options
4Live guidance when coaching is enabled
After the call

Put the result back on the HighLevel contact

Trellus can add a HighLevel contact note with the selected outcome. If the rep chooses a HighLevel tag, Trellus applies it when the result is completed.

Contact note with selected outcome
Call purpose when available
Call summary when available
Transcript link when available
Selected HighLevel tag on completion
Keep the next action clearThe contact note holds the selected outcome and available call detail. A selected HighLevel tag can be applied when the rep finishes the result.
Callbacks

Turn “call me Friday” into HighLevel work

HighLevel keeps tasks attached to Contacts and Opportunities. Trellus can create a contact-linked Trellus Callback Task with a due date and assign it to the rep when their HighLevel identity is available. The rep can use that task as the next HighLevel follow-up.

Call. Save. Schedule. Follow up.
HighLevel task
Trellus Callback Task
ContactNoah Patel
DueFriday · 11:00 AM
OwnerAssigned rep when available
StatusOpen
Two good calling options

Use HighLevel calling or add Trellus

HighLevel’s own power dialer lives in Conversations > Manual Actions. Trellus adds a different workflow for teams that want to keep their Contacts audience in HighLevel while they call.

Use HighLevel’s calling tools

Use HighLevel’s built-in option for one-at-a-time calls from its Manual Actions queue.

Add Trellus

Choose Trellus for power or parallel dialing, live guidance in coaching-enabled workspaces, and a contact-note, selected-tag and callback workflow in HighLevel.

Agency setup

Built for HighLevel locations and agency workflows

Run Trellus from the HighLevel location your team uses for calling. It works on standard HighLevel domains and can work on compatible agency-branded domains after Activate Everywhere site access is enabled.

Using a white-label HighLevel domain?Enable Activate Everywhere site access, then bring the exact domain and one representative location to the setup call. We will confirm the Trellus entry point and call workflow your reps will use.

See how Trellus fits cold-calling agencies, or compare power and parallel dialing before choosing a workflow.

FAQ

GoHighLevel and Trellus

What does Trellus do in GoHighLevel?

Trellus turns a Contacts Smart List into a power or parallel call block. Your Trellus access determines the available dialing mode. It keeps the linked contact and valid phone options with the call block, then can add a contact note, apply the selected tag when the rep completes the result, and create a callback task.

Can Trellus dial a GoHighLevel Smart List?

Yes. Trellus starts from the active HighLevel location and Contacts Smart List already on screen, keeps its filters and sort order, and uses a valid primary or additional contact phone number.

Can Trellus dial an Opportunity pipeline or stage?

Yes, for an Opportunity pipeline or stage view confirmed during setup. Trellus keeps the active location, linked contact and valid phone options with the call block.

What does Trellus save to HighLevel?

Trellus can add a HighLevel contact note with the selected outcome and, when available, call purpose, summary, and transcript link. A selected HighLevel tag can also be applied when the rep finishes the result.

Can Trellus create callback tasks?

Yes. Trellus can create a contact-linked callback task with a due date and assign it to the rep when their HighLevel identity is available.

Does Trellus work on white-label HighLevel domains?

Trellus works on standard HighLevel domains and can work on compatible agency-branded domains after Activate Everywhere site access is enabled. Confirm the exact domain during setup.

Does HighLevel already have a dialer?

Yes. HighLevel’s own power dialer lives in Conversations > Manual Actions. Choose Trellus when your team wants to call from Contacts Smart Lists, use power or parallel dialing, add live guidance in coaching-enabled workspaces, and keep the follow-up in HighLevel.

Run your next GoHighLevel call block with Trellus

Bring a Contacts Smart List and see the call block, linked contact and phone context, HighLevel note, selected-tag action and callback task on your setup.