इस पेज पर
What starts this workflow?
Opportunity marked Won.
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 | Clear sales-stage tags | Remove a contact tag | Tag new-client |
| 2 | Tag new-client | Add a contact tag | AI write a celebratory welcome SMS |
| 3 | AI write a celebratory welcome SMS | Generate an AI response | Instant welcome + reassurance |
| 4 | Instant welcome + reassurance | Send a text message | Welcome + what-happens-next email |
| 5 | Welcome + what-happens-next email | Send an email | Mark as active client |
| 6 | Mark as active client | Create update contact | Enroll in Client Onboarding |
| 7 | Enroll in Client Onboarding | Enroll in another workflow | Kick off fulfillment / project setup |
| 8 | Kick off fulfillment / project setup | Send data to a connected service | Push won deal to accounting |
| 9 | Push won deal to accounting | Send data to a connected service | Celebrate the win with the team |
| 10 | Celebrate the win with the team | Notify the team | End of this path |
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- Import into a test sub-account and keep the workflow unpublished.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.
एफ़िलिएट लिंक: आप सब्सक्राइब करें तो हमें कमीशन मिलता है।
