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What starts this workflow?
New contact created, Lead submits a form.
The workflow, step by step
The table shows the saved connections. Branches are alternative paths, not a single sequence that every contact follows.
| Step | Action | What it does | Next step |
|---|---|---|---|
| 1 | AI scores the lead (hot/warm/cold) | Generate an AI response | Route by AI score |
| 2 | Route by AI score | Route by a condition | Tag hot lead |
| 3 | Tag hot lead | Add a contact tag | Assign hot lead to rep |
| 4 | Assign hot lead to rep | Assign a team member | Alert rep · hot lead |
| 5 | Alert rep · hot lead | Notify the team | Instant SMS to hot lead |
| 6 | Instant SMS to hot lead | Send a text message | Tag warm lead |
| 7 | Tag warm lead | Add a contact tag | Warm lead nurture email |
| 8 | Warm lead nurture email | Send an email | Tag cold lead |
| 9 | Tag cold lead | Add a contact tag | Log AI score on contact |
| 10 | Log AI score on contact | Record a note for the team | End of this path |
How the branches work
Route by AI score
- Hot.
- Warm.
- Otherwise: Cold.
The labels above come from the saved builder. Review the actual condition values in your own account before activation.
Connect it to your business
- Import into a test sub-account and keep the workflow unpublished.
- Connect the trigger to your actual form, calendar, pipeline or contact tag.
- Review the messages and replace all business, booking and review placeholders.
- Connect any sender, phone number, team member or external integration used by the steps.
- Test each branch, replies, contact restrictions and repeat enrollment with contacts you control.
Get the library
Start GoHighLevel through the RocketLauncher partner link and join the community for snapshot access and setup help. This draft must pass its setup and execution checks before activation.
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