HighLevel and Mautic automations — Sales & Leads

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

82 scenarios

Updated contacts in mautic — Contacts in HighLevel
New CRM deal, task in your task manager
New lead in Mautic becomes a task in HighLevel
New Mautic projects become tasks in HighLevel
Mautic submissions become tasks in HighLevel
Mautic customers land in your address book
New contacts in Mautic — Updating contacts in HighLevel
Deal moves a stage in Mautic — a task appears in HighLevel
New contacts in Mautic — Contacts in HighLevel
New contacts in Mautic — Updating deals in HighLevel
New Mautic contacts show up in HighLevel
New contacts in Mautic — Updating contacts in HighLevel
Updated contacts in HighLevel — Companies in Mautic
New contacts in Mautic — Deleting tasks in HighLevel
Updated contacts in HighLevel — Updating contacts in Mautic
New contacts in Mautic — Contacts in HighLevel
Updated contacts in HighLevel — Updating companies in Mautic
New contacts in Mautic — Records in One C
Updated contacts in Mautic — Updating deals in HighLevel
New contacts in Mautic — Deals in HighLevel
Found: contacts in Mautic — Contacts in Mautic
Updated contacts in HighLevel — Contacts in Mautic
New contacts in Mautic — Updating deals in HighLevel
New contacts in HighLevel — Updating contacts in Mautic
Contacts synced into accounting
New form responses in Formstack — Contacts in Mautic — variant 9
New contacts in HighLevel — Companies in Mautic
New deals in HighLevel — Contacts in Mautic
New HighLevel contacts — into Mautic audiences
Contacts from HighLevel into Mautic audiences
Updated contacts in HighLevel — Finding contacts in Mautic
Copy HighLevel entries into Mautic
New contacts in HighLevel — Running apis in Mautic
New deals in HighLevel — Sending emails in Mautic
New companies in Mautic — Contacts in HighLevel
New contacts in HighLevel — Contacts in Mautic
HighLevel entries — into Mautic
New contacts in Mautic — Contacts in HighLevel
Address-book contacts become leads in your HighLevel
New contacts in Mautic — Contacts in HighLevel
New deals in HighLevel — Companies in Mautic
Updated contacts in Mautic — Deals in HighLevel
Updated contacts in Mautic — Deleting contacts in Mautic
New contacts in Mautic — Deleting contacts in HighLevel
New Mautic contacts — enriched via hunter, saved to HighLevel and One C
New contacts in Mautic — Contacts in Mautic — variant 4
Contacts from Mautic as records in HighLevel
New contacts in Mautic — Contacts in Mautic — variant 3
Form leads as enriched CRM contacts
Contacts from Mautic — into HighLevel on their own
Website leads greeted — email, CRM, team alert
Two-way contact sync between two CRMs
Form leads straight into the CRM
Route each new order into your CRM, invoices, and mailing list
Enriching leads with contacts — drop a sheet, get a filled CRM
Lead scoring and routing: hot leads straight to sales
Leads scored and routed to a rep — straight from the form
A prospect list with contacts — automatically
Inbound leads scored, with alerts and draft replies for the hot ones
A personalized sales proposal from a table row, ready and sent
New subscribers scored and enriched — straight into your CRM
New-lead handling: CRM entry, team alert and reminder
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
Requests routed to the right team — sorted automatically
Properties with owner contacts — daily to your CRM and email
Client onboarding from a single form: folder, contact, channel, tasks
Client renewal reminders — ahead of time
Cold outreach with personal emails and CRM logging
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
CRM deals synced to a sheet, with a daily email summary
Client onboarding after a won deal
Website lead scoring — a task for the rep only on the strong ones
Re-engaging quiet clients — weekly, without manual tracking
Website leads straight into CRM deals, with a team alert
Customer churn prediction from deals and tickets
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically