GoHighLevel workflow

Real estate · 01 · Enquiry routing

Give each new enquiry the right next step: a priority handoff, a permitted email response or a manual follow-up.

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  • 2026年10月14日に更新
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What starts this workflow?

Tag added: rlu-real-estate-enquiry.

The workflow, step by step

The table shows the saved connections. Branches are alternative paths, not a single sequence that every contact follows.

StepActionWhat it doesNext step
1Enquiry routingRoute by a conditionAlready handled or do not contact / Seller valuation / Email permitted / Manual intake
2Already handled or do not contactRoute by a conditionNo automatic message
3No automatic messageRecord a note for the teamEnd of this path
4Seller valuationRoute by a conditionPersonal callback
5Personal callbackAdd a contact tagSeller valuation
6Seller valuationRecord a note for the teamEnd of this path
7Email permittedRoute by a conditionYour real estate enquiry
8Your real estate enquirySend an emailAwaiting details
9Awaiting detailsAdd a contact tagEnd of this path
10Manual intakeRoute by a conditionManual followup
11Manual followupAdd a contact tagCheck contact preference
12Check contact preferenceRecord a note for the teamEnd of this path

How the branches work

Enquiry routing

  • Already handled or do not contact: ((has tag rlu-real-estate-do-not-contact) OR (has tag rlu-real-estate-handled)).
  • Seller valuation: ((has tag rlu-real-estate-seller)).
  • Email permitted: ((an email address is present) AND (has tag rlu-real-estate-email-consent) AND (does not have tag rlu-real-estate-do-not-contact)).
  • Otherwise: Manual intake.

The labels above come from the saved builder. Review the actual condition values in your own account before activation.

Connect it to your business

  1. Import into a test sub-account and keep the workflow unpublished.
  2. Connect the trigger to your actual form, calendar, pipeline or contact tag.
  3. Review the messages and replace all business, booking and review placeholders.
  4. Connect any sender, phone number, team member or external integration used by the steps.
  5. Test each branch, replies, contact restrictions and repeat enrollment with contacts you control.

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