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
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GoHighLevel API:
- Set your GoHighLevel API URL and API key in the
Workflow Configuration node.
- Update user IDs for assignment as needed.
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Slack Integration:
- Add your Slack webhook URL or credentials in the
Slack Notify Hot Lead node.
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AI Provider:
- Configure your OpenAI (or compatible) credentials in the
AI Lead Scoring (GPT-4) node.
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Adjust thresholds:
- If needed, change the score thresholds in the IF nodes to match your business logic.
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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.