Requests routed to the right team — sorted automatically

The scenario takes requests from highLevel, works out what each is really about, and emails it to the right team through Gmail.

  • Sorted by what the request is about, not the form it came on
  • Demos, support, and partnerships to their own teams
  • Contact details attached automatically
  • Nothing left sitting in a common pile
HighLevel

How it works

Automating Gmail and HighLevel takes no code: a ready-made scenario does the routine for you.

  1. Starts when: When clicking ‘Execute workflow’
  2. Then: Fetch All Opportunities
  3. Then: Fetch Contact Details
  4. Then: AI Lead Classifier Agent
  5. Then: Process AI Response
  6. Check: Check: Demo Request?
  7. If yes: Route to Demo Team
  8. Check: Check: Support Query?
  9. If yes: Route to Support Team
  10. Check: Check: Partnership Inquiry?
  11. If yes: Route to Partnership Team
  12. Then: Azure OpenAI GPT-4o-mini

You can launch this Gmail + HighLevel integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.