GMB Business Message

Notify users & auto-respond to Google Business Messaging channel

WhatsApp Delivery Status

Automatically send SMS or Email to customers when a WhatsApp message fails to deliver, ensuring no communication is missed

New Lead Round-Robin Assignment

REQUIRED SETUP: ✅ Add all team members who should receive leads in the Round Robin step ✅ Ensure each team member has their notification preferences set (email/SMS) ✅ Optional: Set up availability schedules if some reps are part-time ✅ Optional: Add If/Else conditions to route by lead source, geography, or tag

Google Form Email Automation

This workflow is triggered whenever a Google Form is submitted. It captures the submitted information, uses AI to generate a personalized email based on the form responses, and automatically sends the email to the contact.

Notion Opportunity Sync

This workflow is triggered whenever an opportunity moves to a new stage in your sales pipeline. It automatically checks a Notion database for a matching opportunity record and either updates the existing page or creates a new one if no match is found.

Missed Call Text-Back

REQUIRED SETUP: ✅ Twilio/Lead Connector phone number connected ✅ Replace [BOOKING_LINK] with your calendar link ✅ Update business hours in the email body ✅ Ensure contact owners are assigned (for task routing)

Create Google Contact

This workflow is triggered whenever a form is submitted. It automatically captures the submitted information and creates a new contact in Google Contacts, ensuring your contact database stays organized and up to date.

Facebook Lead Ad Auto-Responder

REQUIRED SETUP: ✅ Connect your Facebook account (Settings → Integrations → Facebook) ✅ Link your Facebook Lead Ad forms to HighLevel ✅ Replace [BOOKING_LINK] with your calendar URL ✅ Create a 'Sales Pipeline' with 'New Lead' stage ✅ Customize email content to match your offer/service

Calendar Booking Confirmation

REQUIRED SETUP: ✅ Add your office address or virtual meeting link in the email template ✅ Include any preparation instructions relevant to your service ✅ Create an 'Appointment Booked' stage in your pipeline ✅ Optional: Add calendar attachment (.ics) link in the email

Asana Task Slack Alert

This workflow is triggered whenever a new task is created in Asana. It automatically sends a notification to a designated Slack channel, keeping your team informed of new assignments and project activity in real time.

Client Onboarding Workflow

REQUIRED SETUP: ✅ Create a 'Client Onboarding' pipeline with stages (Welcome → Setup → Kickoff → Active) ✅ Build a client intake questionnaire form in GHL ✅ Customize the task list with YOUR agency's actual onboarding steps ✅ Prepare the welcome email with your branding, team contacts, and process overview

Form to ClickUp Task

This workflow is triggered whenever a form is submitted. It automatically creates a new task in ClickUp and populates the task with the information collected from the form submission.

Voicemail Drop Follow-Up

REQUIRED SETUP: ✅ Twilio/Lead Connector phone number connected ✅ Replace [TOPIC] with the relevant subject (e.g., 'your inquiry', 'your account') ✅ Replace [BOOKING_LINK] with your calendar URL ✅ Customize email copy to match your voicemail message

Open House Follow-Up

REQUIRED SETUP: ✅ Create an open house sign-in form that auto-tags contacts 'open-house-attendee' ✅ Replace [PROPERTY_ADDRESS] with the relevant listing address ✅ Prepare a list of similar available listings to include in the email ✅ Replace [BOOKING_LINK] with your buyer consultation calendar

Employee/Team Review Collection

REQUIRED SETUP: - Ensure contacts are assigned to the team member who served them - Use a custom field or the assigned user name in the SMS template - Replace [GOOGLE_REVIEW_LINK] with your link - Customize [TEAM_MEMBER_NAME] with the dynamic field: {{assigned_user.first_name}}

Task Overdue Escalation

REQUIRED SETUP: - Ensure tasks have due dates set (manually or via other workflows) - Add the team manager's contact info for escalation - Adjust the 24-hour escalation window based on your urgency needs

Buyer Search Drip

REQUIRED SETUP: ✅ Tag buyers with 'active-search' and track their search criteria in custom fields (area, price range, bedrooms, etc.) ✅ Replace [AREA] with the contact's search area ✅ You'll need to manually curate or link to MLS listings weekly ⚠️ NOTE: This requires regular content updates — consider using a VA or MLS feed integration to populate listings

Insurance Quote Follow-Up Sequence

REQUIRED SETUP: ✅ Create a pipeline with 'Quote Sent' stage ✅ Customize the emails with your agency's voice and branding ✅ Set quote expiration timeframes that match your carrier policies ✅ Ensure agents mark quotes in the pipeline promptly

Insurance Policy Renewal Reminder

REQUIRED SETUP: ✅ Create a custom date field 'renewal_date' for each contact ✅ Populate renewal dates from your agency management system ✅ Replace [POLICY_TYPE] with the custom field for policy type (auto, home, life, etc.) ✅ Replace [BOOKING_LINK] with your review scheduling calendar

Property Inquiry Follow-Up

REQUIRED SETUP: ✅ Create property inquiry forms for each listing (or a general form with property address field) ✅ Replace [PROPERTY_ADDRESS] with the custom field for property ✅ Replace [AGENT_NAME] with your name and [BOOKING_LINK] with your showing calendar ✅ Create a 'Buyer Leads' pipeline with stages (Inquiry → Showing → Offer → Under Contract → Closed)

Just Sold/Just Listed Announcement

REQUIRED SETUP: ✅ Mark deals as 'Won' in your pipeline when closing ✅ Tag your sphere of influence contacts with 'sphere-of-influence' ✅ Prepare a 'Just Sold' email template with property photo and details ✅ Include your Google Review link in the Day 30 email

Home Valuation Funnel

REQUIRED SETUP: ✅ Create a home valuation landing page/form in GHL ✅ Prepare CMA template or connect to a valuation tool ✅ Replace [ADDRESS] with the contact's custom field for property address ✅ Create a 'Seller Leads' pipeline ✅ Have recent comparable sales data ready for the follow-up email

Lead Score Follow-Up with Asana

This workflow is triggered whenever a contact's Lead Score is updated. It continuously monitors lead engagement and automatically identifies contacts who have demonstrated strong buying intent.