Automation and Workflows

What Are Workflows in GHL?

Examples of What You Can Automate:

  • Lead Nurturing: Automatically follow up with leads who submit a form.

  • Appointment Reminders: Send text/email reminders before and after appointments.

  • Sales Pipelines: Move a contact to the next pipeline stage based on interactions.

  • Reactivation Campaigns: Re-engage cold leads with targeted messages.

  • Internal Alerts: Notify sales reps when a lead takes a specific action.

 Benefits of Using Workflows:

  • Save time by automating repetitive tasks

  • Increase lead conversion through consistent follow-up

  • Reduce human error

  • Personalize customer experiences

  • Ensure no leads fall through the cracks

A Workflow is an automation builder in GHL that lets you create sequences of actions based on specific triggers and conditions.

Key Components of GHL Workflows:

  1. Triggers (when something happens)

Triggers are the starting point of any workflow. Common triggers include:

  • Form submission

  • New appointment booked

  • Tag added/removed

  • Pipeline stage change

  • Contact added to a campaign

  • SMS/email received

  • Call status (e.g., missed call)

2. Actions (Then do this)

Once a workflow is triggered, actions are performed automatically. Common actions:

Once a workflow is triggered, actions are performed automatically. Common actions:

  • Send SMS/email

  • Add or remove tag

  • Assign to a user

  • Move to a pipeline stage

  • Add to a campaign

  • Wait/delay

  • Trigger another workflow

  • Internal notifications

3. Conditions / Logic

  • If/Else branches allow you to set conditions (e.g., “If contact has a specific tag, then…”)

  • Useful for personalizing communication or handling different scenarios.