On this page
What starts this workflow?
Qualification 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 + intent-booking | Add a contact tag | AI score lead HOT/WARM/COLD |
| 2 | AI score lead HOT/WARM/COLD | Generate an AI response | Is this a HOT lead? |
| 3 | Hot lead | Route by a condition | Instant booking SMS |
| 4 | Instant booking SMS | Send a text message | Booking + expectations email |
| 5 | Booking + expectations email | Send an email | Alert owner with AI score |
| 6 | Alert owner with AI score | Notify the team | Create opportunity |
| 7 | Create opportunity | Create a pipeline opportunity | Wait 15 minutes |
| 8 | Wait 15 minutes | Wait before the next step | Booked an appointment? |
| 9 | Booked | Route by a condition | Not-booked nudge |
| 10 | Not-booked nudge | Send a text message | Tag nurture-start |
| 11 | Tag nurture-start | Add a contact tag | End of this path |
How the branches work
Hot lead
- Hot lead.
- Otherwise: Standard.
Booked
- Booked.
- Otherwise: Not booked.
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- Import into a test sub-account and keep the workflow unpublished.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.
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