Automations & Integrations

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USE CASE # 1: Simple Lead Capture Automation

Overview:
A straightforward yet effective automation was built in Go High Level to streamline lead management and communication.

Process:
When a lead visits the website and submits the form, the system automatically captures their information inside the CRM. Instantly, a notification is sent to the assigned team member, ensuring prompt follow-up. At the same time, the lead receives a personalized thank-you email, confirming that their submission was received and appreciated.

Result:
This simple automation improves response time, keeps the team informed, and enhances the lead’s experience — all without any manual effort.

USE CASE # 2: Automated Customer Service Ticket Escalation

Overview:
This Go High Level automation was designed to ensure timely resolution of customer service requests and prevent issues from becoming stagnant.

Process:
When a customer submits a Customer Service Form, the system automatically creates a ticket and assigns it to a designated Customer Service Representative. The rep is responsible for managing the request within the pipeline.

If the contact remains “In Progress” for too long or is not moved to the next stage within the set timeframe, the system flags the request as stale and sends a notification to the assigned agent as a reminder.

Should the issue continue to remain unresolved beyond the escalation threshold, the automation notifies the manager for follow-up and oversight. The process continues until the issue is fully resolved, ensuring accountability and faster response times.

Result:
This workflow minimizes response delays, improves accountability, and ensures that every customer concern is handled promptly — enhancing both team efficiency and customer satisfaction.

USE CASE # 3: Lead Capture Funnel with Discord Integration via Zapier

Overview:
A simple Go High Level (GHL) funnel integrated with Zapier and Discord to streamline lead notifications, follow-ups, and task management.

Process:

1. A lead fills out the form on the Landing Page.

2. GHL captures the details and triggers a Zapier webhook.

3. Zapier sends the lead info to a Discord channel, notifying the team instantly.

4. The lead receives an automatic thank-you email.

5. An internal email notification is sent to the assigned user.

6. A task is created in GHL for the team member to follow up.

Result:
This workflow automates lead capture, notifications, and follow-ups — ensuring quick responses, clear communication, and zero missed leads. DISCLAIMER: I DON'T HAVE A PAID ZAPIER ACCOUNT SO I HAVE TO MANUALLY PUSH THE DATA FROM GHL TO ZAPIER TO DISCORD AS SHOWN ON THE VIDEO. But that should work automatically if I have a paid account.