GoHighLevel Automation Guide (With Examples)

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GoHighLevel has the ability to automate many processes directly from its platform. 

By creating workflows, it’s possible to automate lead nurturing and communication, take bookings, and manage pipelines and calendars.

Key Takeaways:

  • Automate lead nurturing via email, voicemail, SMS, FB Messenger, and more
  • Automatically move leads through the pipeline, make bookings, and add to the calendar
  • Create automated campaign workflows

What Is GoHighLevel Automation?

GoHighLevel has several automation features that you can set up to take care of lead nurturing. This includes automatically generated text or social media messages, calls, and voicemails.

The platform also has automation capabilities for pipeline and calendar management, plus you can build automated processes into your multi-channel marketing campaigns.

The whole idea behind automation is to release you from performing repetitive or time-consuming tasks so that you can concentrate on scaling your business.

What Can You Automate on GoHighLevel (Examples)

Automation is one of GoHighLevel’s core features

The platform uses something called “Workflows” to incorporate automation into its marketing campaigns, and you can use these to create single-channel or multi-channel campaigns. 

We’ll talk about workflows throughout this article, as it is the backbone of all the different automation tools within GoHighLevel.

Email Marketing Automation

Email Marketing Automation

First, let’s look at email automation. 

To create automated campaigns, you need to create a workflow for each one.

You do this by adding actions that trigger certain events. 

For example, you send out an email inviting recipients to view a free online training video and then they receive an offer for a paid training course. 

Following this email, the action each recipient takes triggers another unique email response.

In the case of this example, the actions could be:

  • Training video watched but no further action: Triggers a follow-up email for an extra discount.
  • Training video watched and course purchased: Triggers a welcome email with login details.
  • Recipient clicked to unsubscribe: Triggers an unsubscribe confirmation email.
  • Recipient clicked into email but ignored video: Triggers an email detailing the paid course.

You can include as many variables as you like in your email workflow. 

And once it’s set up, it will run on autopilot and send out follow-up responses without you having to lift a finger.

This feature is also great for sending out sequenced emails, such as a series of newsletters. 

You can set up the workflow to send out each email after a certain period of time so that they don’t all land in a recipient’s inbox all at once.

SMS Automation

Single Word Text Automation

Single Word Text Automation

GoHighLevel has a feature that allows someone to text a single word and receive an automated response. 

This works by assigning actions to words or short phrases that trigger a response when texted to the account’s phone number. 

For example, if someone texts the word “subscribe,” this could trigger an SMS to be sent that contains a link with a subscription form. 

Or, if someone sends a message saying, “call me,” it can trigger the action to send a voicemail drop or to notify an agent to manually call the person.

It doesn’t just stop at one message either. You can create an entire workflow that generates automatic responses based on the user’s reply.

The system is quite clever and uses AI to recognize positive or negative responses and phrases that then determine the next message. 

So if you’re looking for a response of “Yes,” the system can recognize similar responses to mean the same thing, like “Yeah,” “Okay,” or “Yes, please.”

Automatic Missed Call Texts

Automatic Missed Call Texts

This is a great tool for your clients because it removes anxiety about missing phone calls and losing out on business.

When you call a business to inquire about its services and don’t get a response, you typically move on to the next number until someone picks up. 

This means whoever didn’t pick up the phone lost out on a sale.

To avoid this event with your own business, you can set up an SMS to be sent automatically to the caller if the phone remains unanswered. 

This makes the potential customer feel like they’re not being ignored and provides an opportunity to turn the situation into a sale.

Social Media Automation

Facebook Messenger

Facebook Messenger

GoHighLevel’s direct Facebook integration allows you to set up automated responses within Facebook Messenger. 

If you run Facebook Ads, this is a great way to capture that all-important lead data or take the user through a booking process.

You can set up automated conversations with predetermined responses. 

For example, if someone clicks on your ad, they could receive a message saying, “Hey, I’m glad you’re interested in my offer; want to know more?” along with the option to click “Yes” or “No.” Then, depending on which answer the user clicks, this will trigger another response. 

By doing this, you can automate entire conversations and lead the user to take action. 

Even if the user ignores the message, you can set an automatic reminder to be sent after a certain period of time.

Another bonus is that you have the ability to add a trigger link to the message. 

This automatically adds the lead data into a campaign when the user clicks on the link provided.

Instagram

Instagram

Just like Facebook, you can integrate directly with Instagram and set up automated direct messages. 

This has all the same tools and functions as Facebook Messenger automation and works similarly.

TikTok

TikTok

If you run ads on TikTok, you can directly integrate with GoHighLevel so that when a lead clicks on your ads and completes a form, the data is automatically pulled from TikTok into your contact database. 

You also have the ability to automatically add the contact to a campaign which then kicks off a workflow to nurture the lead.

Calling Automation

Forced Calls

Forced Calls

To act on leads while they’re hot, GoHighLevel has a feature that calls an agent as soon as a lead completes and submits form data.

How this works is that someone completes an online form or responds to a text with their contact details. 

Once this action is complete, it triggers the system to automatically call the agent. 

They receive a “whisper message” asking if they want to be connected with the lead. If they say yes, the system calls the lead immediately and connects the two individuals so they can chat.

Ultimately, it gives you or your clients the opportunity to increase conversion rates because you’re catching the lead while their interest is high.

Voicemail Drops

Voicemail Drops

Voicemail drops are a bit like sending an SMS, only they’re a pre-recorded voice message rather than a text. 

This works by calling the recipient and then immediately hanging up (this is so quick the call doesn’t register on the recipient’s phone). 

While the phone is momentarily off the network, the system immediately calls back, goes straight to voicemail, and leaves the message.

You can set a voicemail drop to occur during your workflows. 

For example, if someone books a video call, you instruct the workflow to send a voicemail detailing the joining instructions.

Appointment Booking Automation

Appointment Booking Automation

This neat feature allows businesses to never miss an opportunity for a booking.

Generally, people reach out to a business in a variety of ways. 

Whether it’s via Facebook, SMS, online chat, or some other means, it’s often impossible for businesses to respond to all channels throughout the day.

Here, you can create a chatbot for all the text-based communication channels that nurture the lead through to booking confirmation. 

This is created within the Workflows section of the GoHighLevel platform and works in much the same way as an automated SMS conversation.

Remember we talked about how the system uses AI to generate an appropriate response? 

You can also use that here and tell it to determine whether the recipient is replying with a positive or negative tone.

You can also tell the AI to pick up on certain words, such as “book,” which prompts the system to send a booking link.

This hands-off approach is super useful for small businesses that don’t have the manpower to constantly check their communication channels for leads but also don’t want to miss out on revenue.

Pipeline Automation

Pipeline Automation

GoHighLevel pipelines automatically move leads through the various stages so you can tell at a glance what you’ve got going on.

To add a lead to a pipeline, you can incorporate opt-in links within your marketing material to automatically add a lead to a campaign and, therefore, your pipeline. 

For example, someone receives a promotional email with a link to stay updated about upcoming sales. 

When they click on this link, their contact details will be added to the pipeline.

As the lead moves through the campaign workflow and responds accordingly, their status within the pipeline will automatically update until completion. 

If they purchase from you, they will be removed from the campaign. 

If they request to unsubscribe from the communication, this will also remove them.

Calendar Automation

Calendar Automation

Calendar management is a time-consuming task, particularly if you manage multiple events and bookings.

GoHighLevel takes this off your hands by doing the following automatically: 

  • Updating the calendar every time someone makes a booking
  • Clash-checking to ensure you don’t get double-booked
  • Integrate with Stripe to take payments upfront 
  • Integrate with Zoom, which provides a Zoom link for each booking

Plus, you can set up automatic appointment reminders to be sent via email or SMS, decreasing the no-show rate of your bookings.

All this means that the only thing you need to do is check your calendar each day to see what bookings you currently have, saving you a large amount of time.

Multichannel Campaign (Workflows) Automation

Multichannel Campaign (Workflows) Automation

The good news is that you are not limited to a single channel of communication. You can incorporate calls, SMS, emails, social media messages, and more into a single workflow.

Even better: you can automate the entire thing so that you don’t ever need to step in and manually perform any of the tasks, except perhaps for taking a phone call.

An example of a multichannel workflow could be someone completing an online form with their contact details. 

This then adds them to a campaign, sending out an email inviting them to book an appointment. 

Once the appointment is booked, you can set the workflow to send SMS reminders close to the appointment date.

As you can see, the possibilities here are limitless, and you can create ultra-complex, detailed campaigns or keep it simple by only adding a few steps. 

The important thing to note here is that once it has been set up, your work is done.

Frequently Asked Questions

GoHighLevel automation is used to create automatic campaigns and lead nurturing, appointment booking, pipeline management, and customer relationship management.

GoHighLevel automation is included in both the Agency Starter ($97/mo) and Agency Unlimited ($297/mo) plans. However, using any third-party apps for automation processes (Twilio or Zapier, for example) can incur an additional cost.

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About Authors

  • Janette Bonnet

    Janette Bonnet is a Senior Writer at SupplyGem. She’s been in the teaching and training field for over 10 years and has been writing about it for more than 5 years. She knows a lot about online course tools like GoHighLevel, Systeme.io, and Teachable. Thanks to her long experience and a professional training certification she earned from CIPD, she’s great at helping readers understand these platforms. When you read her articles, you’re getting advice from someone who’s actually used and knows these tools inside out. Beyond her professional endeavors, Janette has dedicated many years to volunteering, especially in animal welfare, showcasing her commitment to giving back to the community.

  • Dr. Angelia Cline, Ed.D.

    Dr. Angelia Cline, Ed.D., has over 20 years of extensive editing expertise and a commendable academic foundation from William Carey University. Besides her position as a Chief Editor for SupplyGem, she is also an Instructional Designer. Dr. Cline manages the Learning Management System (LMS) for a large team, skillfully converting SME knowledge into engaging courses. With over 12 years of teaching experience, she has demonstrated her aptitude across various subjects and educational settings. At William Carey University, Dr. Cline achieved an Ed.D. in Educational Leadership, a Master’s in Teaching of the Gifted and Talented, and another in English Language and Literature. She also secured her BA in English from The University of Southern Mississippi. Her proficiencies range from research and differentiated instruction to educational leadership.

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Disclosure: I am an independent HighLevel Affiliate, not an employee. I receive referral payments from HighLevel. The opinions expressed here are my own and are not official statements of HighLevel.

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