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What starts this workflow?
Facebook / Instagram lead form submitted.
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 | Tag new-lead + source-paid-ads | Add a contact tag | Stamp source = paid social |
| 2 | Stamp source = paid social | Create update contact | AI qualify + draft reply |
| 3 | AI qualify + draft reply | Generate an AI response | Instant SMS reply |
| 4 | Instant SMS reply | Send a text message | Lead-magnet delivery email |
| 5 | Lead-magnet delivery email | Send an email | Alert · paid-ads lead in |
| 6 | Alert · paid-ads lead in | Notify the team | Create opportunity |
| 7 | Create opportunity | Create a pipeline opportunity | Fire FB Conversion API · Lead |
| 8 | Fire FB Conversion API · Lead | Facebook conversion api | Wait 10 minutes |
| 9 | Wait 10 minutes | Wait before the next step | Replied yet? |
| 10 | Replied | Route by a condition | No-reply re-engage |
| 11 | No-reply re-engage | Send a text message | Tag nurture-start |
| 12 | Tag nurture-start | Add a contact tag | End of this path |
How the branches work
Replied
- Replied.
- Otherwise: No reply yet.
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- Import into a test sub-account and keep the workflow unpublished.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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