10 GoHighLevel Automation Workflows That Save Hours Every Week

These GoHighLevel automation workflows are battle-tested across hundreds of businesses. Implement them to save hours of manual work every week.

1. Speed-to-Lead Response

When a new lead comes in, time is everything. This workflow responds within 60 seconds:

• Trigger: New contact created
• Action 1: Send personalized SMS within 1 minute
• Action 2: Send welcome email with relevant info
• Action 3: Assign to sales rep
• Action 4: Create task for follow-up call

2. Missed Call Text-Back

Never lose a lead from a missed call:

• Trigger: Missed incoming call
• Action: Send SMS — "Sorry we missed your call! How can we help?"
• Wait 5 minutes, then send a booking link

3. Appointment No-Show Recovery

• Trigger: Appointment status changed to "no-show"
• Action 1: Send SMS expressing understanding
• Action 2: Wait 2 hours
• Action 3: Send rescheduling link
• Action 4: If no response in 24 hours, send email with incentive

4. Post-Service Review Request

• Trigger: Invoice marked as paid (or manual trigger)
• Wait 2 hours
• Action 1: Send SMS asking about experience
• Wait 24 hours if no response
• Action 2: Send email with direct Google review link

5. Birthday Campaign

• Trigger: Contact birthday (custom field)
• Action: Send personalized birthday message with special offer

6. Re-Engagement Campaign

• Trigger: No activity in 90 days
• Action 1: Send "We miss you" email
• Wait 3 days
• Action 2: Send SMS with special offer
• Wait 7 days
• Action 3: Final email — "Last chance"

7. New Client Onboarding

• Trigger: Pipeline stage moved to "Won"
• Action 1: Send welcome email with next steps
• Action 2: Create onboarding tasks for team
• Action 3: Schedule kickoff call
• Action 4: Add to onboarding email sequence

8. Pipeline Stage Notifications

• Trigger: Contact moves to any pipeline stage
• Action: Notify assigned team member via SMS/email
• If contact stays in a stage for 48+ hours: Send manager notification

9. Invoice Follow-Up

• Trigger: Invoice created
• Wait 3 days if unpaid
• Action 1: Send payment reminder email
• Wait 7 days if still unpaid
• Action 2: Send SMS reminder
• Wait 14 days: Escalate to manager

10. Referral Request

• Trigger: 30 days after service completion
• Action: Send email asking for referrals
• Include a shareable link with tracking
• Offer incentive for successful referrals

Implementation Tips

• Start with one workflow and perfect it before adding more
• Test with internal contacts first
• Monitor delivery rates and responses
• Adjust timing based on your industry and audience

These automations run 24/7, ensuring no lead falls through the cracks.