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What starts this workflow?
New contact created, Any 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 + priority | Add a contact tag | Round-robin assign to rep |
| 2 | Round-robin assign to rep | Assign a team member | AI draft personalized opener |
| 3 | AI draft personalized opener | Generate an AI response | SMS within 60 seconds |
| 4 | SMS within 60 seconds | Send a text message | Instant intro email |
| 5 | Instant intro email | Send an email | Alert owner · hot new lead |
| 6 | Alert owner · hot new lead | Notify the team | Create New Lead opportunity |
| 7 | Create New Lead opportunity | Create a pipeline opportunity | Wait 5 minutes for reply |
| 8 | Wait 5 minutes for reply | Wait before the next step | Did they reply? |
| 9 | Replied | Route by a condition | No-reply nudge (call-to-book) |
| 10 | No-reply nudge (call-to-book) | Send a text message | Tag nurture-start for follow-up |
| 11 | Tag nurture-start for follow-up | 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- Import into a test sub-account and keep the workflow unpublished.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.
アフィリエイトリンク：ご契約いただくと、私たちに報酬が入ります。
