Lead scoring & auto-assignment with GPT-4 and GoHighLevel + Slack alerts
This workflow automatically scores and categorizes new GoHighLevel contacts using AI (GPT-4), then tags and assigns them to the appropriate team member based on their score. Hot leads also trigger a Slack notification...
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This workflow automatically scores and categorizes new GoHighLevel contacts using AI (GPT-4), then tags and assigns them to the appropriate team member based on their score. Hot leads also trigger a Slack notification for immediate follow-up.
What does it do? - Triggers when a new contact is added in GoHighLevel. - Fetches full contact details and recent engagement data. - Uses AI (GPT-4) to analyze and score the lead (1-100), categorize it (Hot, Warm, Cold), and provide an explanation. - Tags the contact in GoHighLevel based on the score. - Assigns the lead to the correct sales or nurturing team member. - Sends a Slack alert for Hot leads to ensure fast response.
Use case Use this workflow to automate lead qualification and assignment in sales teams using GoHighLevel. It helps prioritize high-quality leads, ensures fast follow-up, and reduces manual work.
How to configure 1. GoHighLevel API: - Set your GoHighLevel API URL and API key in the Workflow Configuration node. - Update user IDs for assignment as needed.
2. Slack Integration: - Add your Slack webhook URL or credentials in the Slack Notify Hot Lead node.
3. AI Provider: - Configure your OpenAI (or compatible) credentials in the AI Lead Scoring (GPT-4) node.
4. Adjust thresholds: - If needed, change the score thresholds in the IF nodes to match your business logic.
5. Activate the workflow: - Once configured, activate the workflow to start processing new leads automatically.