Automated sales follow-up system using HighLevel, Gmail, Slack & Google Sheets
π Description: This workflow automates sales contact follow-ups and engagement tracking by integrating HighLevel CRM, Gmail, Slack, and Google Sheets. It fetches all contacts from HighLevel, filters inactive contacts...
Template notes
π Description: This workflow automates sales contact follow-ups and engagement tracking by integrating HighLevel CRM, Gmail, Slack, and Google Sheets. It fetches all contacts from HighLevel, filters inactive contacts, sends personalized follow-up emails, checks for responses, and notifies the sales team accordingly. It eliminates manual follow-up tracking, ensures timely outreach, and provides real-time notifications β helping sales teams maintain engagement, respond promptly, and improve lead conversion.
βοΈ What This Workflow Does (Step-by-Step)
π’ Manual Trigger β Starts the automation manually Action: Initiates the workflow for immediate follow-up execution or testing.
π¦ Fetch Contacts from HighLevel CRM Action: Retrieves all contacts from HighLevel, including names, emails, and metadata for full visibility.
π Validate Deal Fetch Success (IF Node) Action: Verifies that fetched contacts contain valid IDs.
β True Path: Continues to filter inactive contacts.
β False Path: Logs invalid or missing contacts to Google Sheets for auditing and troubleshooting.
π§Ή Filter Contacts with No Response Action: Selects contacts who have not replied in the last 24 hours, ensuring follow-ups target only inactive leads.