Every new contact gets a welcome email, then this workflow checks for a VIP or referral tag. VIP leads get a priority text and an internal alert, everyone else gets the standard welcome.
- Category: Speed to lead.
- 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 new contact is created in your account.
Steps
| # | Step | Action type | What it does |
|---|---|---|---|
| Trigger | New contact | Contact created | A new contact is created in your account. |
| 1 | Standard welcome | Sends an email: "Standard welcome." | |
| 2 | Is a VIP / referral? | If else | Checks a condition and splits into two paths: Is a VIP / referral?. |
| 3 | VIP priority text | Sms | Sends a text message: "VIP priority text." |
| 4 | Tag VIP fast-track | Add contact tag | Tags the contact: Tag VIP fast-track. |
| 5 | Alert team: VIP lead | Internal notification | Sends your team an internal alert: Alert team: VIP lead. |
What to set up before you turn it on
- Decide your VIP tag
- Set business_name
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.
