On this page
What starts this workflow?
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 | Add a contact tag | Instant SMS |
| 2 | Instant SMS | Send a text message | Welcome email |
| 3 | Welcome email | Send an email | Assign rep (round-robin) |
| 4 | Assign rep (round-robin) | Assign a team member | Open opportunity |
| 5 | Open opportunity | Create a pipeline opportunity | Has a phone number? |
| 6 | Has a phone number? | Route by a condition | Ring the rep to connect |
| 7 | Ring the rep to connect | Call | Alert sales team |
| 8 | Alert sales team | Notify the team | End of this path |
How the branches work
Has a phone number?
- Has a phone number?.
- Otherwise: None.
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- Import into a test sub-account and keep the workflow unpublished.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.
Affiliate link: we earn a commission if you subscribe.
