HighLevel and Slack automations — Sales & Leads

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

34 scenarios

A booked meeting — a CRM task and a reminder
A landing-page lead — into CRM, a task and chat at once
A task and an alert on every deal move in your CRM
Lead scoring and routing: hot leads straight to sales
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
Client onboarding from a single form: folder, contact, channel, tasks
High-value lead alerts — to chat, sheet and calendar
Sales cycle analysis and recommendations — automatic
Business card into your address book with one photo
Scoring and routing leads from form submissions
Capture and route leads from every channel
Client renewal reminders — ahead of time
A client deck built from a call recording — automatically
Automatic follow-ups on stalled deals
Re-engage stalled leads with a ready-made email
Score event RSVPs and route them to sales
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
A sales leaderboard with a personal word to the team — automatically
Website leads — enrichment, scoring and routing to CRM
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
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
Automatic follow-ups for prospects who went quiet
Incoming lead sorting and routing — automatically
Website leads straight into CRM deals, with a team alert
Auto-booking demos for high-intent leads
A pre-meeting brief: last notes, open tickets, recent changes
Lead verification, enrichment and sorting — automatically
A client quote right from your chat — describe the order in words
An AI assistant over your CRM in any messenger