Did You Know You Can Take Action on New Prospects Automatically?
Automating Prospect Actions in HighLevel
Did you know that HighLevel lets you take action on new prospects automatically? With the Prospect Generated trigger in workflows, you can instantly organize, tag, and engage prospects the moment they’re added, without lifting a finger.
This trigger activates whenever a new prospect is created, whether they come from HighLevel’s prospecting tools, an embedded website widget, or even Prospect AI. From there, you can apply filters (like prospect source or conversion rate) and run the exact automation you want.
Setting Up a Workflow with Prospect Generated Trigger
Here’s how easy it is to set this up:
1️⃣ Head to Automation → Create Workflow.
2️⃣ Add the Prospect Generated trigger.
3️⃣ Apply filters (e.g., only prospects from a widget or AI).
4️⃣ Add your actions - such as sending a welcome email, notifying your team, tagging the lead, or dropping them into a pipeline.
Customizing Prospect Automation in HighLevel
You can even run different automations based on the source. For example, prospects from your website widget might get a tailored welcome message, while AI-sourced leads could be sent directly to sales.
Benefits of Prospect Automation in HighLevel
By using this automation, your team can:
✔ Stay organized with instant lead tagging.
✔ Respond faster with automatic notifications.
✔ Keep prospects engaged immediately.
✔ Close deals quicker with less manual work.
With just a few steps, you’ll never miss a new opportunity again.
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