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What starts this workflow?
Opportunity moves stage.
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 | AI suggest the next best action | Generate an AI response | Log stage change + AI next action |
| 2 | Log stage change + AI next action | Record a note for the team | Route by stage |
| 3 | Route by stage | Route by a condition | New Lead · fast first touch |
| 4 | New Lead · fast first touch | Send a text message | Push Qualified → nurture |
| 5 | Push Qualified → nurture | Enroll in another workflow | Qualified · alert rep to advance |
| 6 | Qualified · alert rep to advance | Notify the team | Proposal Sent · send the doc |
| 7 | Proposal Sent · send the doc | Send an email | Sync stage change to ops board |
| 8 | Sync stage change to ops board | Send data to a connected service | Notify owner of every stage move |
| 9 | Notify owner of every stage move | Notify the team | End of this path |
How the branches work
Route by stage
- New Lead.
- Qualified.
- Proposal Sent.
- Otherwise: Other stage.
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- Import into a test sub-account and keep the workflow unpublished.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.
Link de afiliado: ganhamos uma comissão se você assinar.
