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GHL FOLLOW-UP AUTOMATION

Conditional CRM follow-up

CRM event

Problem

Different contact and opportunity states called for different follow-up actions.

Solution

Added conditional branches that route CRM records into the appropriate follow-up sequence.

Outcome

Status-aware follow-up that reduces repetitive manual checking.

For

Sales teams with multiple lead stages and follow-up paths.

Automation workflow · GoHighLevel
  1. Wait after confirmationGive the client time
  2. Team notifiedInternal alert
  3. Wait 2 daysBefore checking
  4. Access given?Financial system access

Answer

Yes
  1. Stop remindersLeave the workflow
No
  1. Reminder emailHow to give access
  2. Wait 1 dayThen check again
  3. Team notifiedIf still no access

The actual build

Conditional CRM follow-up workflow built in GoHighLevel