Automation Workflow
New Lead
Form Submitted → Assign User → Create/Update Opportunity → Send SMS
If the Lead Replies
Reply Detected → Update Opportunity → Create Task → Internal Notification
If There Is No Reply
Send Email → Wait → Send SMS → Wait → Check Status
If Appointment Is Booked
Appointment Confirmed → Update Opportunity to Booked
If Appointment Is Not Booked
Create Manual Follow-Up Task
This combination of automation and conditional logic makes the workflow responsive to each lead rather than sending the same sequence to everyone.
Tools & Technologies
GoHighLevel
CRM and workflow automation
SMS Automation
Immediate lead responses and scheduled follow-ups
Email Automation
Multi-channel nurturing for unresponsive leads
CRM Pipeline
Automated opportunity creation and stage management
Calendar Integration
Appointment tracking and booking-status automation
Conditional Logic
Different workflow paths depending on lead behaviour
Project Outcome
The final system provides a more structured and dependable lead-management process.
It helps the business:
- Respond to new enquiries faster
- Maintain consistent follow-up
- Reduce repetitive manual tasks
- Keep CRM pipeline stages updated
- Track responding and non-responding leads separately
- Identify booked prospects automatically
- Prevent leads from being forgotten
- Give the sales team clear follow-up tasks when human action is needed
The workflow creates a balance between automation and manual sales activity, allowing the team to spend less time managing repetitive CRM tasks and more time engaging with qualified prospects.
