Boost conversions with the HighLevel workflow recipe and trigger links

HighLevel offers a prebuilt workflow recipe designed to help you follow up after calls and appointments automatically. By using trigger links inside internal notifications, your team can log call outcomes with just one click, triggering smart follow-ups that boost conversions and save time.

This workflow template is called “Appointment Confirmation + Reminder + Survey”, and it does more than just remind and confirm. It allows your team to select whether a contact:

✅ Showed and purchased
✅ Showed but didn’t purchase
✅ Didn’t show

All via internal trigger links, making pipeline updates and follow-ups seamless and fast.

How to set up the HighLevel workflow recipe

To get started:

🔹 Go to Automations
🔹 Click Create Workflow from Template
🔹 Choose Appointment Confirmation + Reminder + Survey

Customize the trigger to match your use case - for example, swap the appointment trigger for a call trigger with filters like “outgoing” or “incoming” direction.

Creating internal trigger links for call outcomes

Here’s the secret sauce. Instead of relying on manual pipeline updates, you’ll create three trigger links that match the outcome of the call. These links can point to simple internal landing pages that confirm the user’s click.

🔹 No-show
🔹 Showed but didn’t close
🔹 Showed and closed

Once created in the Trigger Links section under Marketing, paste them into the internal notification email inside the workflow. That way, your team can simply click a link after each call and automatically route the contact to the correct pipeline stage and follow-up sequence.

Automating follow-ups based on trigger link clicks

HighLevel’s workflow builder allows you to create separate automation branches based on which trigger link was clicked. For example:

• If the lead purchased, send a review request, log a win in the pipeline and trigger a thank-you SMS

• If the lead didn’t purchase, follow up with nurturing emails

• If it was a no-show, send a reschedule link or reminder

This eliminates manual data entry and ensures consistent follow-up with leads based on actual outcomes.

Why you and your team will love this approach

By using internal emails with clickable trigger links, your team can update lead statuses without ever logging in to HighLevel. It’s ideal for large or remote teams, simplifies handoffs and keeps your CRM clean and current - all from a single email.

Plus, it speeds up onboarding, follow-ups and keeps your pipeline organized automatically.

Pro tip: Build a tracking links website

Want to make this even more polished? Create a simple website with pages for each outcome. When a team member clicks a trigger link, they land on a confirmation page, reinforcing the selection and providing clarity.

You can use these same pages for other workflows too, like payment collection or document delivery. Try it for yourself!

Login or start a free trial today to try it for yourself!

Relevant Help Articles:

• Introduction to Workflows & Automations