HighLevel and YCLIENTS automations — Sales & Leads

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

46 scenarios

Updated records in Yclients — Contacts in HighLevel
Contacts from HighLevel into Yclients audiences
New attendees in eventbrite — Records in Yclients — variant 2
New deals in HighLevel — Deleting records in Yclients
New form responses in JotForm — Contacts in HighLevel
New deals in HighLevel — Customers in Yclients
New customers in Yclients — Deals in HighLevel
New HighLevel land in Yclients by themselves
New customers in Yclients — Contacts in HighLevel
New contacts in HighLevel — Running apis in Yclients
New contacts in Autopilot — Records in Yclients
New deals in HighLevel — Records in Yclients
New contacts in HighLevel — Customers in Yclients
Updated contacts in HighLevel — Updating customers in Yclients
New records in Yclients — Deals in HighLevel
New records in Yclients — Contacts in HighLevel
New subscribers in Mailchimp — Records in Yclients
New HighLevel contacts — into Yclients audiences
Updated customers in Yclients — Contacts in HighLevel
New contacts in HighLevel — Updating customers in Yclients
Updated records in Yclients — Updating contacts in HighLevel
New customers in Yclients — Updating contacts in HighLevel
Found: customers in Get Course — Records in Yclients
New HubSpot contacts — enriched via hunter, saved to HighLevel and Yclients
New webinar registrants in zoom — Contacts in HighLevel — variant 2
Form submissions into a sheet and support
CRM deals into a sheet — a pipeline snapshot
Lead scoring and routing: hot leads straight to sales
Contacts tagged by role and seniority — automatically
Leads from a post's likes and comments — straight to your CRM
High-value lead alerts — to chat, sheet and calendar
Scoring and routing leads from form submissions
Capture and route leads from every channel
Client renewal reminders — ahead of time
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
CRM deals synced to a sheet, with a daily email summary
Automatic follow-ups for prospects who went quiet
Re-engaging quiet clients — weekly, without manual tracking
Campaign and deal analytics — in one table
Incoming lead sorting and routing — automatically
A pre-meeting brief: last notes, open tickets, recent changes
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
BANT call qualification and CRM handling — on autopilot