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GHL LEAD AUTOMATION

Lead capture and team notifications

Lead form submitted

Problem

Form and referral leads needed to reach the CRM and the people responsible for follow-up.

Solution

Routed lead submissions into CRM opportunities with team notifications and spreadsheet logging.

Outcome

New inquiries reach the right records and team channels for timely action.

For

Businesses receiving leads from forms and referrals.

Automation workflow · GoHighLevel
  1. Form submittedNew lead trigger
  2. Where from?Referral, ads or other
  3. Tag "new lead"Every path
  4. Create opportunityPipeline
  5. Notify the teamInternal + Slack
  6. Add to lead sheetGoogle Sheets
  7. Wait 30 minutesThen follow up

The actual build

Lead capture and team notifications workflow built in GoHighLevel