HighLevel and Twake automations — Sales & Leads

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

33 scenarios

New messages in Twake — Updating deals in HighLevel
New HighLevel contacts — into Twake audiences
New messages in Twake — Contacts in HighLevel
Contacts from HighLevel into Twake audiences
New contacts in HighLevel — Running apis in Twake
New deals in HighLevel — Sending messages in Twake
New messages in Twake — Updating contacts in HighLevel
From Twake through HighLevel — the answer back to Twake
A booked meeting — a CRM task and a reminder
New CRM contacts — enrichment and alert
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
Sales cycle analysis and recommendations — automatic
High-value lead alerts — to chat, sheet and calendar
Client onboarding from a single form: folder, contact, channel, tasks
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
Re-engage stalled leads with a ready-made email
A sales leaderboard with a personal word to the team — automatically
Score event RSVPs and route them to sales
Website leads — enrichment, scoring and routing to CRM
Automatic follow-ups for prospects who went quiet
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
Incoming lead sorting and routing — automatically
A pre-meeting brief: last notes, open tickets, recent changes
Lead verification, enrichment and sorting — automatically