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Real workflows built inside GoHighLevel for lead follow-up, routing, nurturing and booking.
After a call ends, the lead replies to an SMS menu with 1 to 4. A condition reads the reply, adds the right tag, creates an opportunity and sends a matching SMS.
Tools and features: Trigger: Customer Replied, 5-way branching, Opportunities
Buyer leads are added to the Buyers Pipeline, then segmented by buying timeline and budget range with if/else branches.
Tools and features: Pipeline, Lead segmentation, If/Else
Separate SMS paths for each call attempt. Waits a day, checks for a reply, sorts the reply as positive or negative, then creates tasks and opportunities or removes cold leads from all workflows.
Tools and features: Multi-branch, Reply intent, Tasks, Opportunities
Insurance form leads are routed by interest (New Insurance, New Policy or Other). Each lead gets its own tag and an opportunity is created or updated.
Tools and features: Trigger: Form Submitted, Lead routing, Tags
Tag-triggered cold email and SMS. If there is no reply in 2 days, a second email and SMS go out automatically.
Starts when a deal moves pipeline stage, then sends alternating email and SMS touches with wait steps in between.
When a contact is tagged as booked, the opportunity is updated, a Messenger confirmation is sent, tags are swapped and the contact moves to the next workflow.
Tools and features: Trigger: Contact Tag, Messenger, Workflow handoff
A new form lead is assigned to a user, an opportunity is created, the team is notified and a first email is sent. Then it waits for a reply over 1, 2 and 3 days, tagging responders, sending follow-ups to the rest and handing them to the next workflow.
Tools and features: Trigger: Form Submitted, Lead assignment, Wait for reply, Go To loop
Master intake for tax relief leads. Six entry points (forms, Facebook Lead Ads, surveys and replies) are routed by source, the team is notified and each path runs SMS, email and AI voice calls within business hours.
Tools and features: 6 triggers, AI voice call, Business-hours check, Booked exit check
Skips inbound calls and leads already in another flow, creates or updates the opportunity, then starts follow-up by debt amount with SMS, email and an AI call.
Tools and features: Duplicate guard, Opportunities, Debt-based segmentation
Outreach for tax lien list leads. Starts on new opportunities or stage changes, sends timed email and SMS rounds and stops if the contact enters another workflow.
Tools and features: 4 triggers, Email + SMS, Workflow guard
Email-only version for landline numbers that cannot receive SMS, with emails after 8 hours, 3 days and 7 days.
Tools and features: Pipeline Stage Changed, Email drip
Re-engages old leads with SMS and email over several weeks, then places an AI voice call only between 9 and 11 AM. Running live with hundreds of contacts.
For prospects who need time to decide. Starts from a tag or appointment status, sends 3 timed SMS follow-ups and moves them to a longer nurture after 4 days.
Training program admissions. When the application fee is paid, the contact is tagged and updated, an opportunity is created, a confirmation email is sent, 3 team members are notified and the student is tagged by start cohort.
Tools and features: Payment trigger, Cohort tagging, Internal alerts
On approval, sends the student contract and approval email, checks the deposit on day 3 and day 7 with reminders, and alerts the team if still unpaid.
A successful cohort payment adds enrolled tags, removes old ones and moves the student to Enrolled & Active.
Opportunity pipeline for a Miami yacht charter business with 637 opportunities across New Lead, Qualified, Follow Up, Payment Pending, Booked and Lost, with value tracked per stage. Customer names blurred.
Tools and features: Pipelines, Deal value tracking
When the agreement is signed, the contact is tagged, the team is alerted in Google Chat, an add-on and jetski SMS goes out and a booking confirmation is emailed.
Sends SMS and email confirmations, then reminders 48 hours, 24 hours, 1 hour and 5 minutes before the appointment.