Did You Know Workflows can Call Clients and Connect Them with New Leads?
Instantly Call New Leads Using Workflows in HighLevel
Speed matters when it comes to lead response. In fact, 78% of customers choose the company that gets back to them first. With HighLevel’s workflows, you can automatically call a lead and connect them to someone on your team—without lifting a finger.
Here’s How It Works
Start a new workflow from scratch.
Set the trigger (like a form submission).
Assign the lead to a specific team member using the “Assign to User” action.
Add a call to action that dials your team member immediately after assignment.
Include a whisper message with lead details using custom values.
Enable "connect after key press" so the team member can speak with the lead right away.
Why This Matters
This workflow bridges the gap between a lead coming in and a real conversation happening. No delays, no manual handoff—just a fast response when it matters most.
It’s simple to set up, powerful to use, and valuable for any business or agency. Try it out for yourself or set it up for your clients—it’s a small change that can lead to big results.
Login or start a free trial today!
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