Compass and HighLevel automations — Sales & Leads

Ready-made scenarios where Compass and HighLevel work for you (sales & leads): pick one — a copy appears in your account and runs on its own.

30 scenarios

Contacts from HighLevel into Compass audiences
New HighLevel contacts — into Compass audiences
A booked meeting — a CRM task and a reminder
A landing-page lead — into CRM, a task and chat at once
Lead scoring and routing: hot leads straight to sales
A task and an alert on every deal move in your CRM
Inbound leads scored, with alerts and draft replies for the hot ones
New-lead handling: CRM entry, team alert and reminder
Cold deals close themselves — and bring back feedback
Sales cycle analysis and recommendations — automatic
Client onboarding from a single form: folder, contact, channel, tasks
High-value lead alerts — to chat, sheet and calendar
Scoring and routing leads from form submissions
Capture and route leads from every channel
Client renewal reminders — ahead of time
Automatic follow-ups on stalled deals
A client deck built from a call recording — automatically
Re-engage stalled leads with a ready-made email
A sales leaderboard with a personal word to the team — automatically
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Score event RSVPs and route them to sales
Meeting prep that arrives on its own — contact, deals, company and talking points
Website leads — enrichment, scoring and routing to CRM
Automatic follow-ups for prospects who went quiet
Website lead scoring — a task for the rep only on the strong ones
Re-engaging quiet clients — weekly, without manual tracking
Client onboarding after a won deal
Incoming lead sorting and routing — automatically
A pre-meeting brief: last notes, open tickets, recent changes
Lead verification, enrichment and sorting — automatically