HighLevel automations — Sales & Leads

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

144 scenarios

Facebook Lead Ads leads — contacts in HighLevel
A new CRM contact in one step
New subscribers land in HighLevel by themselves
Ad leads become CRM deals
Customers from Shopify become contacts in HighLevel
Site form leads become deals in HighLevel
Rows from Google Sheets update contacts in HighLevel
Landing page leads become CRM subscribers
Form submissions create contacts in HighLevel
WooCommerce buyers update contacts in HighLevel
Booked in Calendly — saved into HighLevel
Shop customers land in your CRM
Newsletter subscribers land in HighLevel
Form responses become cards in HighLevel
Form responses become contacts in HighLevel
Eventbrite attendees become contacts in HighLevel
Form submissions become issues in HighLevel
Buyers from Stripe land in HighLevel
People who book via Calendly land in HighLevel
New Google Sheets rows — contacts in HighLevel
Website form entries — contacts in HighLevel
HubSpot submissions become tasks in HighLevel
Typeform responses — deals in HighLevel
HubSpot customers land in your address book
A form response becomes a task instantly
Payments become CRM contacts
Website submissions become CRM contacts
Push Salesforce leads into HighLevel audiences
Website form submissions become contacts in HighLevel
Form submissions become CRM contacts
New HubSpot projects become tasks in HighLevel
A website form submission becomes a CRM deal
JotForm submissions land in HighLevel
Funnel submissions become contacts in HighLevel
New newsletter subscribers land in your HighLevel
Typeform answers become issues in HighLevel
New CRM deal, task in your task manager
Form submissions turn into emails
New Stripe payment — contact created or updated in HighLevel
New lead in HubSpot becomes a task in HighLevel
JotForm submissions — contacts in HighLevel
Every form response — a contact in HighLevel
New HubSpot contacts show up in HighLevel
Website submissions become contacts in HighLevel
Book a meeting, land in the contact base
Landing page submission becomes a deal in HighLevel
Deal moves a stage in HubSpot — a task appears in HighLevel
Form submissions become CRM records
Leads from Google Ads land in HighLevel as contacts
Contacts from HighLevel into Amo Crm audiences
New HighLevel contacts — into Amo Crm audiences
Contacts synced into accounting
Contacts from HighLevel into your mailing base
Contacts logged into a spreadsheet
Payments from платежи create contacts in HighLevel
Copy HighLevel entries into Amo Crm
Address-book contacts become leads in your HubSpot
HighLevel entries — records in база знаний
HighLevel entries — into Amo Crm
Contacts flow straight into your mailing list
New HighLevel land in One C by themselves
New HighLevel entries become Mailchimp subscribers
Deal notes from emails — into your CRM automatically
A booked meeting — a CRM task and a reminder
Website leads greeted — email, CRM, team alert
Store customers — straight into your mailing base
New Mailchimp subscribers — straight into HighLevel
Contacts from amoCrm — into HighLevel on their own
Two-way contact sync between two CRMs
Form leads straight into the CRM
Auto-call new HighLevel leads
Website leads straight into the CRM as deals
Event registrations into CRM contacts, automatically
Route each new order into your CRM, invoices, and mailing list
Verify mailing-address deliverability for new contacts
CRM deals into a sheet — a pipeline snapshot
A landing-page lead — into CRM, a task and chat at once
Leads scored and routed to a rep — straight from the form
Lead scoring and routing: hot leads straight to sales
A task and an alert on every deal move in your CRM
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 subscribers scored and enriched — straight into your CRM
Two-way sync of database and CRM
New-lead handling: CRM entry, team alert and reminder
Contacts tagged by role and seniority — automatically
Buyer-persona matching with ready outreach — in your CRM
Cold deals close themselves — and bring back feedback
Lead verification and CRM sync — straight from a JotForm form
A follow-up email after a canceled meeting — automatically
Open-house visitors into your CRM and into an email, right after the visit
Store lead emails turned into CRM contacts and deals automatically
Deal-matched materials — sent automatically by CRM stage
Leads from a post's likes and comments — straight to your CRM
Client onboarding from a single form: folder, contact, channel, tasks
Sales cycle analysis and recommendations — automatic
High-value lead alerts — to chat, sheet and calendar
Properties with owner contacts — daily to your CRM and email