CRM

GoHighLevel Automations

Automations for agencies using GoHighLevel — pipelines, calendars, SMS, and snapshots.

6 Automations

6 automations for GoHighLevel

Pick any workflow and we'll build it for you.

GoHighLevel #1

Snapshot Client Onboarding

Provision sub-account from template.

How it works

1

Stripe payment succeeded

2

Create sub-account from snapshot

3

Apply branding pack

4

Assign agency staff user

5

Send login invite email

6

Create onboarding pipeline stages

GoHighLevel #2

Missed Call Text-Back

SMS prospects who leave voicemail.

How it works

1

Missed call webhook

2

Lookup contact

3

Send apology + booking link SMS

4

Create callback task

5

Notify assigned rep

6

Log outcome

GoHighLevel #3

Pipeline Stage SMS Nudges

Move stalled deals with timed SMS.

How it works

1

Deal idle 7 days in stage

2

Send SMS template

3

Wait 48 hours

4

Escalate to manager template

5

Create manual task if no reply

6

Stop if stage advances

GoHighLevel #4

Review Request Flow

Ask for Google reviews post-service.

How it works

1

Job marked complete

2

Wait 24 hours

3

Send SMS review link

4

Track click

5

Remind once after 3 days

6

Thank you email if review posted

GoHighLevel #5

Calendar Nurture

Follow up no-shows automatically.

How it works

1

Appointment marked no-show

2

Send reschedule SMS

3

Offer alternate slots via booking link

4

After 2 misses flag churn risk

5

Notify account owner

6

Update pipeline tag

GoHighLevel #6

Lead Magnet Delivery

Deliver PDF + sequence after opt-in.

How it works

1

Form submission

2

Tag source

3

Send asset email

4

Start nurture workflow

5

Notify sales if enterprise checkbox

6

Sync to Google Ads offline conversions

Want a custom GoHighLevel automation built for you?

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