The moment someone fills out a form, this workflow texts them back, emails them, assigns a rep, opens a pipeline opportunity, rings the rep's phone if a number is on file, and alerts the sales team.
- Category: Speed to lead.
- 8 steps run automatically once the trigger fires.
- Join RocketLauncher University, free to join, to get this workflow and the other 29 in one import.
Trigger
A contact submits a form on your site (Form submitted).
Steps
| # | Step | Action type | What it does |
|---|---|---|---|
| Trigger | Form submitted | Form submission | A contact submits a form on your site (Form submitted). |
| 1 | Tag new lead | Add contact tag | Tags the contact: Tag new lead. |
| 2 | Instant SMS | Sms | Sends a text message: "Instant SMS." |
| 3 | Welcome email | Sends an email: "Welcome email." | |
| 4 | Assign rep (round-robin) | Assign user | Assigns the contact to a team member on a round robin (Assign rep (round-robin)). |
| 5 | Open opportunity | Create opportunity | Opens an opportunity in your pipeline: Open opportunity. |
| 6 | Has a phone number? | If else | Checks a condition and splits into two paths: Has a phone number?. |
| 7 | Ring the rep to connect | Call | Places an outbound call: Ring the rep to connect. |
| 8 | Alert sales team | Internal notification | Sends your team an internal alert: Alert sales team. |
What to set up before you turn it on
- Set custom value business_name
- Pick the form trigger
- Add reps to the assign + call steps
- Pick the pipeline
How to test it worked
- Trigger the workflow with a test contact of your own, using a real phone number and email you control.
- Watch each step fire in order inside GoHighLevel and confirm the text and email actually arrive.
- Check that any tag, opportunity, or task the workflow creates shows up correctly before you send it to a real lead.
About 15 minutes to import and connect. Difficulty: beginner.
