HighLevel and Zulip automations — Sales & Leads

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

38 scenarios

New messages in Zulip — Updating contacts in HighLevel
New records in Google Sheets — Users in Zulip — variant 2
New users in Zulip — Contacts in HighLevel
Updated contacts in HighLevel — Users in Zulip
New contacts in HighLevel — Users in Zulip
New users in Zulip — Deals in HighLevel
New form responses in Formstack — Users in Zulip — variant 2
New messages in Zulip — Contacts in HighLevel
New messages in Zulip — Updating deals in HighLevel
New deals in HighLevel — Sending messages in Zulip
New users in Zulip — Updating contacts in HighLevel
New users in Zulip — Deleting contacts in HighLevel
From Zulip through HighLevel — the answer back to Zulip
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
High-value lead alerts — to chat, sheet and calendar
Client onboarding from a single form: folder, contact, channel, tasks
Sales cycle analysis and recommendations — automatic
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
Website lead scoring — a task for the rep only on the strong ones
Client onboarding after a won deal
Re-engaging quiet clients — weekly, without manual tracking
Automatic follow-ups for prospects who went quiet
Incoming lead sorting and routing — automatically
A pre-meeting brief: last notes, open tickets, recent changes
Lead verification, enrichment and sorting — automatically