Phoenix - Your AI AssistantHelp setting up gohighlevel automation and pipelines
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- Proposals: 11
- Remote
- #4340021
- Awarded
Chuhar Jamali 
Description
Experience Level: Entry
I need some help setting up my gohighlevel automations and pipelines. I have created the content and actions but am having trouble with the triggers in getting them all to do what I need.
Essentially I have 3 automations
- Sales sequence
- Booking sequence
- Nurture sequence
If somebody gets in touch but doesn't book a service I need them to go on the sales sequence if they book during this sequence it can stop and they can go on the nurture sequence if they don't book then they see the sales sequence out and go on the nurture sequence.
If somebody books a service either straight away or during the sales sequence they go on the booking sequence followed by the nurture sequence
I also need this to link to a pipeline
- Initial contact
- appointment booked
- nurture closed (if appointment booked)
- nurture lost (if no Appointment booked)
Content is all created just need the triggers mainly
Essentially I have 3 automations
- Sales sequence
- Booking sequence
- Nurture sequence
If somebody gets in touch but doesn't book a service I need them to go on the sales sequence if they book during this sequence it can stop and they can go on the nurture sequence if they don't book then they see the sales sequence out and go on the nurture sequence.
If somebody books a service either straight away or during the sales sequence they go on the booking sequence followed by the nurture sequence
I also need this to link to a pipeline
- Initial contact
- appointment booked
- nurture closed (if appointment booked)
- nurture lost (if no Appointment booked)
Content is all created just need the triggers mainly
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-
you’re starting with a basic setup in GoHighLevel and might later expand the system as you become more familiar with it. I perfectly understand that one of your current needs is setting up conditional actions based on lead activity
Looking forward to your clarification so we can ensure the setup meets your current needs and is scalable for future enhancements. -
Do you need any conditional actions based on lead activity, like re-engaging lost leads after a certain time? Let me know, and I’ll map it out properly.