GoHighLevel Automations for Business Growth

We are introducing GoHighLevel Workflows, a novel approach to seamlessly link various modules within the platform.

These Workflows offer a visual method to establish triggers, events, and actions, connecting Leads, Forms, Contacts, Marketing, and Scheduling.

Key Highlights:

• Find the module in your sub-account.
• Numerous Recipes are available to assist you in getting started.

Overview of GoHighLevel Workflow Builder

Empowering users to automate diverse processes, the GoHighLevel Workflow builder enables the creation of workflows incorporating its modules, connected through triggers, events, and actions.

The user-friendly builder visually charts the customer's path, showcasing their journey.

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Important!

This core feature is accessible to all GoHighLevel subscribers across different plans.

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When to Employ GoHighLevel Workflows

Workflows offer automation for your business, replacing the need for webhook software like Zapier or manual tasks.

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Here are popular ways to utilize Workflows:

• Scheduling – Automate scheduling and appointment bookings.
• Boost show rates – Remind prospects about scheduled meetings to minimize no-shows.
• Follow-ups – Survey leads for feedback or reviews after a call.

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14 GoHighLevel Workflow Recipes

To facilitate Workflow setup, the platform provides 14 pre-made Recipes with expected flows for quick deployment.

Additionally, these templates are customizable in the Workflow editor to suit specific needs.

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Here are the 14 Recipes:

• Automated appointment booking.
• Confirmation and reminder for appointments.
• Confirmation, reminder, survey, and review request.
• Auto missed call text-back.
• Birthday promotions for leads.
• FAQ auto-reply.
• FB messenger responses.
• Fast 5 lite for lead nurturing.
• Fast Five for lead follow-up.
• GMB business message.
• List reactivation.
• Review request post 'won.'
• Webinar registration confirmation and reminders.
• No-show follow-up.

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Triggers for GoHighLevel Workflows

GoHighLevel offers various triggers to set up your Workflow, with audience refinement using the Filters feature.

These filters can include specific tags or statuses for a targeted audience.

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Here is the complete list below:

Appointments

• Appointment status
• Customer booked appointment

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Contact

• Birthday reminder
• Contact changed
• Contact created
• Contact DND
• Contact tag
• Custom date reminder
• Note added
• Note changed
• Task added

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Contact actions

• Customer replied
• Form submitted
• Order form submission
• Order submitted
• Survey submitted
• Trigger link created
• Twilio validation error

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Events

• Call status
• Email events

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Facebook

• Facebook lead form submitted

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Membership

• Category completed
• Membership new signup
• Offer access granted
• Offer access removed
• Product access granted
• Product access removed
• Product completed
• User login

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Opportunities

• Opportunity status changed
• Pipeline stage changed
• Stale opportunities

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Payments

• Invoice

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Shopify

• Abandoned checkout
• Order placed
• Order fulfilled

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Media

• Video tracking

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TikTok

• TikTok form submitted

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Setting Up GoHighLevel Workflows

Creating Workflows on GoHighLevel is straightforward and user-friendly.

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Here's a step-by-step guide:

• Choose the agency subaccount on your dashboard.
• Navigate to Automation on the left side.
• Click + Create Workflow.

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• Opt for an empty Workflow or a pre-made template (Recipe).

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Note!

For this example, we'll use the Appointment Booking template. The process is similar to other options.

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• The pre-made template populates. To add new triggers or actions, select the sections.
• After setting up the Workflow, toggle to Publish and click Save.
• Your Workflow is now live.

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Software Replaced by GoHighLevel Workflows

GoHighLevel Workflows can replace various automation tools and software, eliminating the need for:

• Klaviyo
• Mailchimp
• Active Campaign
• Keap
• Ontraport
• Zapier

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Conclusion

In conclusion, revolutionize your business with GoHighLevel's powerful workflow. Streamline your processes, automate tasks, and boost efficiency in just a few clicks. Take advantage of the opportunity to experience it firsthand. Click here to embark on a 30-day trial period that could transform the way you work.