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Lead Scoring & Auto-Assignment with GPT-4 and GoHighLevel + Slack Alerts

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Created by: Țugui Dragoș || tuguidragos

Țugui Dragoș

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Last update 2 hours ago

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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.

Tip:
You can further customize the workflow to fit your sales process, add more notifications, or integrate with other tools as needed.