Get Started
Back to Templates

Automate Client Renewal Alerts from GoHighLevel to Gmail, Slack & Google Sheets

Created by

Created by: Rahul Joshi || rahul08

Rahul Joshi

Last update

Last update 11 hours ago

Categories

Share

Description

Streamline client retention and contract renewals by automatically identifying expiring accounts, sending personalized reminder emails, and notifying account managers through Slack. This workflow ensures timely outreach, improved renewal rates, and centralized tracking — without manual effort. 🔁📧📅

What This Template Does

  • Triggers daily at 9 AM to check for contracts expiring within 10 days. ⏰
  • Fetches all client records from GoHighLevel CRM. 🗂️
  • Validates client data to ensure required custom fields (Contract End Date & Account Manager) are available. 🧩
  • Filters expiring contracts and formats key client details (name, email, expiry date). 🔍
  • Sends renewal reminder emails to clients using Gmail. 💌
  • Notifies account managers in Slack with full client and renewal details. 💬
  • Generates a summary report of total reminders sent and execution status. 📋
  • Logs all reminders and timestamps into Google Sheets for performance tracking. 📊

Key Benefits

✅ Never miss renewal deadlines again
✅ Improve client retention and satisfaction
✅ Reduce manual tracking and follow-up work
✅ Keep account managers informed in real-time
✅ Maintain a clear audit trail of renewal activities

Features

  • Automated daily scheduling (9 AM trigger)
  • GoHighLevel integration for client data
  • Dynamic filtering for contracts expiring within 10 days
  • Gmail email automation for personalized messages
  • Slack notifications for internal visibility
  • Google Sheets logging for analytics and reporting

Requirements

  • GoHighLevel account with access to Contacts API
  • Custom fields: Contract End Date and Account Manager
  • Gmail account with OAuth2 credentials
  • Slack Bot token with chat:write permission
  • Google Sheets OAuth2 credentials

Target Audience

  • Account management and client success teams
  • Agencies handling multiple client contracts
  • Businesses with recurring subscriptions or service renewals
  • Teams wanting automated retention workflows

Step-by-Step Setup Instructions

  • Connect your GoHighLevel account and ensure contract-related custom fields are configured.
  • Set your Slack channel ID where renewal notifications will be sent.
  • Connect Gmail for automated client communication.
  • Link Google Sheets for centralized renewal logging.
  • Adjust reminder window in the code node (daysUntilExpiry <= 10) as per your needs.
  • Test the workflow once manually, then enable scheduling for automation.