Build sales funnels using HighLevel funnel builder

As per HighLevel, companies that nurture leads through a structured sales funnel see a 50 percent increase in sales-ready leads compared to those that don’t. Yet, many businesses still struggle with connecting all the moving parts, landing pages, forms, emails and follow-ups, into one seamless flow.

That’s exactly where HighLevel Funnel Builder comes in. It lets you build sales funnels that convert, automate your entire lead process and track performance inside one platform.

If you read our recent post on Top 10 funnel builders for lead generation, you know why most outdated builders fail, they focus on design but not on results. HighLevel changes that by combining a drag-and-drop funnel builder, CRM funnel tracking and automated funnel workflows into one simple interface.

In this guide, we’ll walk through:

• What a sales funnel is and why it matters.

• A complete overview of the HighLevel’s funnel builder interface.

• Step-by-step instructions to build sales funnels that convert.

• How to connect automations and workflows.

• How to customize HighLevel funnel templates for your industry.

• And how Voice AI Agents now take funnel automation to the next level.

Let’s get started.

What is a sales funnel and why every business needs one

A sales funnel is the customer journey from first click to final conversion. It’s how you move prospects from awareness to action using a sequence of steps, each with its own role in persuasion.

In practical terms, it’s made up of:

• Landing pages to capture attention and information.

• Thank-you or offer pages to guide the next step.

• Follow-up sequences through email, SMS or voice.

• Conversion tracking to measure what works.

Every business, from freelancers to agencies, benefits from having a CRM-connected funnel. Without one, leads fall through the cracks, follow-ups are inconsistent and you can’t measure ROI.

That’s why HighLevel’s sales funnel software integrates your funnel directly with automation, CRM and reporting.

This way, you’re not just designing pages, you’re building a conversion ecosystem.

Overview of the HighLevel’s funnel builder interface

What makes the HighLevel funnel builder stand out is its simplicity.

It’s a drag-and-drop funnel builder that feels intuitive even if you’ve never built a funnel before.

When you open the funnel builder dashboard, you’ll see three core areas:

1. Funnel overview panel: A visual roadmap of every step: landing page, opt-in, checkout, upsell and thank-you.

2. Page editor: A live, drag-and-drop workspace where you can add headlines, forms, videos and buttons with instant previews.

3. Settings and integrations: Where you connect tracking pixels, custom domains, automations and CRM triggers.

Unlike traditional tools that require plugins or external scripts, HighLevel includes everything natively, so you can build, test and launch without switching tabs or connecting multiple platforms.

Every element is adjustable. Whether you’re editing the color of a button or embedding a booking form, it’s point-and-click simple.

The drag-and-drop funnel builder eliminates code, so even non-technical users can create high-converting funnels in minutes.

Step-by-step: Building a funnel from landing page to conversion

Let’s walk through how to build a sales funnel using the HighLevel’s funnel builder.

Step 1: Start a new funnel

From your HighLevel dashboard, click Funnels > Create new funnel.

You can start from scratch or choose from the library of HighLevel funnel templates. Templates are pre-built for industries like real estate, coaching, fitness and e-commerce.

Step 2: Choose your funnel type

Select what kind of funnel you want to create, lead generation, appointment booking, product sales or webinar registration.

Each type automatically includes recommended funnel steps in marketing, such as a landing page, opt-in form and confirmation page.

Step 3: Customize the landing page

Click the landing page step to open the drag-and-drop editor. From here, you can:

• Add your logo and brand colors.

• Replace text directly on the page.

• Insert an opt-in form connected to your CRM.

• Add media such as videos, testimonials or countdown timers.

Every change is visible in real-time and HighLevel auto-saves your progress.

Step 4: Connect your CRM and tracking

In the Settings tab, connect the funnel to your CRM Funnel Tracking.

This ensures that every form submission becomes a contact record you can nurture automatically. You can track where leads enter, how they behave and when they convert.

Step 5: Add follow-up pages

Next, build your thank-you or offer page. Using the same editor, add upsells, booking links or calls-to-action.

If you’re selling directly from your funnel, you can embed payment integrations (Stripe or PayPal) and create order bumps or one-click upsells, all without leaving HighLevel.

Step 6: Test and preview

Before publishing, click Preview Funnel to experience it from a visitor’s perspective. You can also use A/B testing to compare two versions of a page.

Once you’re ready, hit Publish and your funnel goes live instantly on your custom domain.

Using automation and workflows to power your funnel

Building a funnel is just the start. The real power lies in automated funnel workflows that turn form fills into conversations and conversations into customers.

Inside HighLevel, you can automate every step:

• Send a welcome email or SMS instantly when a lead opts in.

• Assign leads to specific pipelines or sales reps.

• Trigger reminders or tasks automatically based on actions.

• Nurture cold leads with AI-generated follow-ups.

That means your funnel doesn’t just capture leads, it engages them automatically, 24/7.

How to customize funnel templates for your Industry

The HighLevel’s funnel builder comes with pre-designed templates for dozens of industries. These HighLevel funnel templates are fully editable and optimized for conversions.

To use one:

1. Browse the funnel templates library.

2. Select a layout based on your goal, lead capture, sales or onboarding.

3. Click use template to import it directly into your workspace.

From there, you can customize everything:

• Swap out copy and images.

• Adjust funnel steps to match your buyer journey.

• Add new actions like surveys, booking forms or video widgets.

Each template is built with high-converting funnels in mind. They already include proven layout structures, CTA placement and mobile responsiveness, saving you hours of testing.

For example:

• A coaching funnel might include a discovery call page followed by an upsell to a paid consultation.

• A local business funnel might focus on review generation and appointment booking.

• An agency funnel could include lead magnets and client onboarding automations.

You can even duplicate and white-label these templates for clients, ideal if you’re using HighLevel as a funnel builder for agencies.

How to connect CRM and tracking for insights

One of the major advantages of HighLevel’s sales funnel software is that it’s fully integrated with CRM and analytics. You can track every interaction from the moment a user lands on your page to the moment they buy.

Under the analytics tab, you’ll find:

• Funnel conversion rates per step.

• Lead sources and attribution tracking.

• Revenue generated from each funnel.

• Drop-off points to identify where users leave.

This CRM funnel tracking means you can adjust campaigns based on actual performance data, not guesswork. You can even segment audiences based on behavior to deliver more targeted follow-ups.

Testing, optimization and scaling

HighLevel includes built-in tools for testing and optimization. You can:

• Run A/B tests on landing pages or headlines.

• Track conversion percentages in real time.

• Set goals for each funnel step.

• Add pop-ups, sticky bars or dynamic content.

Once a funnel proves successful, duplicate it across accounts or brands.

For agencies, this scalability is a game-changer. You can manage dozens of client funnels under one login, track each account’s performance and even white-label the entire system as your own funnel builder for agencies.

Conclusion: Launch funnels that convert, track and scale with HighLevel

Building a high-performing sales funnel used to require multiple tools, one for pages, one for CRM, one for automation and one for reporting. With HighLevel Funnel Builder, all of that is unified in one place.

You can go from idea to live, trackable funnel in under an hour. The drag-and-drop funnel builder simplifies creation, the automated workflows handle engagement and CRM funnel tracking keeps you informed at every step.

And if you’re running an agency, the ability to customize, clone and white-label funnels means you can scale your client services instantly.

Whether you’re building your first funnel or optimizing your tenth, HighLevel’s sales funnel software gives you the tools to design, automate and convert, without coding or complexity.

If you want to experience it firsthand, start your free 14-day trial of HighLevel today!

Build your first funnel, connect your CRM and see how easy it is to automate growth.

You can also white-label HighLevel to offer the same powerful funnel-building tools to your clients.

Start your free trial today and build your first high-converting funnel in minutes!

FAQs

What is a funnel in HighLevel?

A funnel in HighLevel is a sequence of connected pages designed to guide a lead from initial interest to final conversion. It integrates directly with the CRM and automation tools for seamless tracking and follow-up.

Can I build a sales funnel without any coding?

Yes. The HighLevel funnel builder is a drag-and-drop funnel builder that requires no coding or design experience. You can create professional, high-converting funnels using templates and visual editing tools.

What makes HighLevel’s funnel builder different from others?

Unlike most sales funnel software, HighLevel combines funnel design, CRM, automation and analytics in one platform. It also includes AI agents for automated voice follow-ups and complete CRM funnel tracking.

Does HighLevel offer funnel templates?

Yes. There are dozens of HighLevel funnel templates optimized for industries like real estate, fitness, coaching and e-commerce. Each template can be customized easily using the drag-and-drop editor.

How do I connect my funnel to workflows and CRM?

Within each funnel’s settings, you can assign triggers that send leads into workflows automatically. This lets you launch automated funnel workflows for nurturing, appointment booking or follow-ups.

Can I track leads and conversions from my funnel in HighLevel?

Yes. CRM funnel tracking lets you see every contact, conversion rate and revenue source directly from your dashboard. You can even identify where leads drop off in the funnel.

Is HighLevel good for both B2B and B2C funnels?

Absolutely. The HighLevel Funnel Builder supports both B2B lead generation and B2C sales funnels. It adapts to your target audience, whether you’re selling services, products or appointments.

How do I test and optimize my funnel performance?

You can use A/B testing to compare versions of pages, view analytics on conversions and refine based on data. HighLevel’s funnel tracking dashboard gives you all the insights you need to improve results.