Gmail and HighLevel automations — Sales & Leads

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

40 scenarios

Deal notes from emails — into your CRM automatically
Website leads greeted — email, CRM, team alert
Form leads straight into the CRM
Route each new order into your CRM, invoices, and mailing list
Leads scored and routed to a rep — straight from the form
Lead scoring and routing: hot leads straight to sales
Enriching leads with contacts — drop a sheet, get a filled CRM
A personalized sales proposal from a table row, ready and sent
A prospect list with contacts — automatically
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
Lead verification and CRM sync — straight from a JotForm form
Deal-matched materials — sent automatically by CRM stage
Store lead emails turned into CRM contacts and deals automatically
Open-house visitors into your CRM and into an email, right after the visit
A follow-up email after a canceled meeting — automatically
Requests routed to the right team — sorted automatically
Client onboarding from a single form: folder, contact, channel, tasks
Properties with owner contacts — daily to your CRM and email
Cold outreach with personal emails and CRM logging
Capture and route leads from every channel
Client renewal reminders — ahead of time
Automatic follow-ups on stalled deals
Re-engage stalled leads with a ready-made email
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
B2B prospect search and personal outreach — on autopilot
Alerts for customers losing interest: to the rep, into a task, and by email
Meeting prep that arrives on its own — contact, deals, company and talking points
CRM deals synced to a sheet, with a daily email summary
Website lead scoring — a task for the rep only on the strong ones
Automatic follow-ups for prospects who went quiet
Client onboarding after a won deal
Re-engaging quiet clients — weekly, without manual tracking
Customer churn prediction from deals and tickets
Website leads straight into CRM deals, with a team alert
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
Personal emails to new contacts — built from their own socials
An AI assistant over your CRM in any messenger