Multi SIM: Override Text Message
Send Every SMS from the Right SIM — No Matter Who’s Logged In
🎯 Purpose:
To ensure SMS messages are sent from the correct SIM card in multi-user environments — especially when managing multiple numbers in your HighLevel/myCRMSIM account.
Before You Continue
If you want to manually choose a specific device or SIM for an individual contact, use the newer Send From Device Selection feature instead.
This guide is specifically for the Multi-SIM Message Override workflow, which automatically sends the message from the SIM assigned to the lead’s assigned user. It is useful when multiple users are working in the same HighLevel account and you want to prevent messages from being sent through the wrong user’s SIM.
🧠 Background (Why This Matters)
- In a myCRMSIM setup with multiple SIMs, each SIM is tied to a specific HighLevel user. But here’s the catch:
- If you're logged in as User B and the lead is assigned to User A, your message still sends from User B’s SIM — not the correct one.
- This creates confusion, wrong-number texts, and inconsistent communication. 😤
✅ The solution?
A custom-built Multi-SIM Message Override workflow — created with help from our awesome client Charlie DeFelice 🙌
🛠️ Prerequisites
✔️ You must have the myCRMSIM snapshot installed
✔️ Users and SIMs must be properly connected
✔️ You need access to custom fields and workflows in your HighLevel account
✔️ Users and SIMs must be properly connected
✔️ You need access to custom fields and workflows in your HighLevel account
✅ Step-by-Step Instructions
🔁 Option A: Manual Messages (❌ Not Recommended)
‣ Go to the lead’s record
‣ Type your SMS in the message box
‣ Click Send
❗ Issue: If you’re signed in as the wrong user, the SMS comes from the wrong SIM.
✅ Option B: Use the Multi-SIM Message Override Field (✔️ Recommended)
This ensures every SMS goes out from the SIM assigned to the user linked to the lead.
‣ Go to the lead’s record
‣ Type your SMS in the message box
‣ Click Send
❗ Issue: If you’re signed in as the wrong user, the SMS comes from the wrong SIM.
✅ Option B: Use the Multi-SIM Message Override Field (✔️ Recommended)
This ensures every SMS goes out from the SIM assigned to the user linked to the lead.
📌 Step 1: Find the Override Field
‣ Open the lead’s contact record
‣ Locate the custom field: multi-SIM message override
‣ Locate the custom field: multi-SIM message override
💬 Step 2: Type Your Message
‣ Enter the SMS you want to send in that field
‣ Example:
Hey! Just following up on our chat from SIM 2 ✅
‣ Example:
Hey! Just following up on our chat from SIM 2 ✅
💾 Step 3: Save the Record
‣ Click Save on the contact record
‣ This triggers the workflow
‣ The message is automatically sent from the SIM assigned to the user linked to the lead 🎯
‣ This triggers the workflow
‣ The message is automatically sent from the SIM assigned to the user linked to the lead 🎯
🔄 Behavior Based on Lead Assignment
Lead Assigned ToMessage Sent FromUser with a SIMThat user's SIMUser without a SIMDefault SIMNo user assignedDefault SIM
🧪 Real-World Example
‣ Lead is assigned to User A (SIM 2)
‣ You're logged in as User B
‣ You type the message in the override field
‣ ✅ Message is still sent from SIM 2 — the correct one
‣ You're logged in as User B
‣ You type the message in the override field
‣ ✅ Message is still sent from SIM 2 — the correct one
📢 Final Notes
‣ This setup lets multiple users and SIMs work together without mix-ups
‣ You no longer need to switch users to send from the right SIM
‣ The magic is in the override field + smart workflow combo 🧠
‣ You no longer need to switch users to send from the right SIM
‣ The magic is in the override field + smart workflow combo 🧠
🙌 Shoutout
Massive thanks to Charlie DeFelice for this brilliant solution 👏👏
‣ It’s already prebuilt in your snapshot.
‣ Just type into the override field — and let the system take care of the rest!
‣ It’s already prebuilt in your snapshot.
‣ Just type into the override field — and let the system take care of the rest!