When a survey comes in, this workflow saves the score and asks every client for a review. Low scores also create a private follow-up alert and a personal call task for your team. The score never decides who receives the review link.
- Category: AI and integrations.
- 5 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 survey.
Steps
| # | Step | Action type | What it does |
|---|---|---|---|
| Trigger | Survey submitted | Survey submission | A contact submits a survey. |
| 1 | Low score? | If else | Checks the score and marks low scores for a personal follow-up. Both paths continue to the review request. |
| 2 | Review request | Sms | Sends every client a text message with the review link. |
| 3 | Native review request | Review request | Fires the built-in review request: Native review request. |
| 4 | Task: personally call low-score client | Add notes | Creates a task for your team to call the client. |
| 5 | Alert team: low score | Internal notification | Sends your team an internal alert. |
What to set up before you turn it on
- Tag low scores for follow-up from the survey score
- Set review_link
- Check that every client receives the review link, whatever the score
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.
