CRM & Automation Systems
Multi-Branch Lead Qualification Workflow
A conditional GoHighLevel workflow that routes leads by survey answers to the right calendar, pipeline, and nurture sequence.
Overview
A complex automation built in GoHighLevel that reads a lead's form responses, branches on several conditions, and decides whether they book a qualified or unqualified calendar or go to a paywall offer. Along the way it tags the contact, assigns an owner, sends internal email and SMS notifications, creates or updates an opportunity, and enrolls the lead into newsletter and nurturing workflows.
What it does
- Branching logic on multiple form answers
- Qualified vs. unqualified calendar routing
- Owner assignment with timed waits
- Internal email + SMS notifications
- Opportunity creation and nurture enrollment