New enquiry and owner notification
Create the next action and notify the responsible person when a supported source creates a record. Add an acknowledgement only where the channel and permission allow it.
Automation
CRM automation that knows when to follow up — and stop
Send the useful reminder. Create the next task. Leave room for a real conversation. Growth Automation is $900 one-time for up to three agreed workflows on an already configured account.
The task you keep meaning to do shouldn't depend on memory
The estimate you sent last week. The reminder nobody scheduled. The enquiry that arrived when everyone was busy. Doing those jobs once isn't difficult. Keeping up every day is the problem. Automation handles repeatable steps using rules you approve. Your people still handle judgment, availability and the customer conversation.
Trigger
Form submitted
Create the record and the next task.
Branch
They reply
Stop the sequence. Route it to a person.
Stop
Opt-out or booked
The reminder does not go out.
Failure
Send fails
Alert the owner. Don't silently retry forever.
Labeled demo path, not a live client workflow.
Start with the workflows that matter most
Appointment reminders
Use confirmed booking details to send approved reminders. Check time zones, cancellation behavior and what happens if the customer replies.
Estimate follow-up
Keep open estimates visible. Create a task or send a relevant follow-up. Stop the sequence when the customer responds, declines or opts out.
Examples, not a promise that every workflow fits the package. We agree the builds and their complexity first.
What your project includes
- A written map of agreed triggers, actions and stop conditions
- Up to three scoped GoHighLevel workflows
- Approved message content or templates for those steps
- Checks for replies, repeat entry, opt-outs and failures
- Documentation and a walkthrough of what runs — and what doesn't
A new third-party connection may need a separate integration project. If the account needs a foundation first, see Starter CRM Setup.
Clear scope. Separate ongoing help.
Growth Automation is $900 one-time. Extra basic workflows are $199 each. Starter setup is a separate $900. Both together total $1,800. Managed CRM is $559/month for around five hours of agreed work — not unlimited new builds. Platform subscriptions, messaging, carrier fees and taxes are separate.
CRM automation questions
CRM automation uses rules to perform repeatable tasks. It can assign enquiries, create tasks, send approved reminders or update a pipeline stage. It supports a defined process. It doesn't replace someone managing customer conversations.