Gmail and HighLevel automations

Ready-made scenarios where Gmail and HighLevel work for you: pick one — a copy appears in your account and runs on its own.

122 scenarios

Emails from Gmail become tasks in HighLevel
Emails in Gmail turn into HighLevel tasks
Flagged emails turned into tasks
Emails from Gmail turn into tasks in HighLevel
New emails from Gmail become tasks in HighLevel
Emails from Gmail become tasks in HighLevel
Labeled emails from Gmail become tasks in HighLevel
Starred Gmail emails become HighLevel tasks
Emails from Gmail turn into tasks in HighLevel
Deal notes from emails — into your CRM automatically
Website leads greeted — email, CRM, team alert
Form leads straight into the CRM
A morning digest: email, news and tasks in one message
Route each new order into your CRM, invoices, and mailing list
Support email sorts itself and becomes tasks
A form request into a tracker issue
A daily overdue-tasks report in your inbox
All work accounts for a new hire from one form
The sprint report — it goes out to stakeholders on its own
An email of tasks into a ticket with subtasks
Unpaid-invoice control: task and email — on their own
Leads scored and routed to a rep — straight from the form
Turn support emails into tracker tickets automatically
Enriching leads with contacts — drop a sheet, get a filled CRM
Urgent tasks that don't stall
Candidate shortlisting, emails and screening tasks
Lead scoring and routing: hot leads straight to sales
Win back abandoned Shopify carts by email and in CRM
Inbound leads scored, with alerts and draft replies for the hot ones
A personalized sales proposal from a table row, ready and sent
A prospect list with contacts — automatically
Never miss an invoice payment — auto reminders from your inbox
Requests from Notion — into HighLevel tasks with a team notice
Triaged support: replies and bug tickets
New-lead handling: CRM entry, team alert and reminder
Meeting notes — into tasks, participant emails and a summary
Time-based invoices and missing-hours reminders in one run
Cold deals close themselves — and bring back feedback
Tickets prioritized by importance, tasks created for you
Lead verification and CRM sync — straight from a JotForm form
Deal-matched materials — sent automatically by CRM stage
Open-house visitors into your CRM and into an email, right after the visit
Smart auto-replies to routine emails
Bug reports turned into proper tickets
Stuck tickets, followed up automatically
Data-load failure monitoring with tasks and alerts
A follow-up email after a canceled meeting — automatically
Store lead emails turned into CRM contacts and deals automatically
A daily sprint and time-tracking report, by email
Release notes — ready the moment a version ships
Interview bookings — call, task and emails assembled automatically
Client onboarding from a single form: folder, contact, channel, tasks
Urgent emails from key clients, turned straight into tasks
Properties with owner contacts — daily to your CRM and email
Requests routed to the right team — sorted automatically
Team-capacity tracking with over-allocation alerts
A daily briefing by email: tasks and meetings in one message
Contract renewal reminders: an email to the client, a task for the rep
Polite candidate rejections sent by email, with the task closed
New-issue triage: task, notification, reply to the author, and a logged row
Smart support triage with HighLevel
Cold outreach with personal emails and CRM logging
Inbox sorting and draft replies — automatically
Critical bugs from testing escalated straight to tickets and engineering chat
Capture and route leads from every channel
Client renewal reminders — ahead of time
A daily numbers summary — to chat and email
Collect client reviews and summarize them to chat automatically
Automatic follow-ups on stalled deals
A daily launch digest — with a task for each notable one
Re-engage stalled leads with a ready-made email
Data-quality watch that alerts only on real issues
B2B prospect search and personal outreach — on autopilot
Cross-tool task dependencies, reconciled every night
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
CRM deals synced to a sheet, with a daily email summary
A competitor cheat sheet right in the HighLevel deal card
Meeting prep that arrives on its own — contact, deals, company and talking points
Alerts for customers losing interest: to the rep, into a task, and by email
Re-engaging quiet clients — weekly, without manual tracking
Automatic follow-ups for prospects who went quiet
Tasks and a recap email after a meeting — from one yes
Client onboarding after a won deal
Website lead scoring — a task for the rep only on the strong ones
Content ideas from your audience's real pain points
Invoices from email into accounting, with approval
Release notes from closed tasks — published everywhere at once
Turn action emails into tasks
Reorder recommendations from your stock table — automatically
Route change requests by the rules — no manual triage
A daily goals report: what's on plan and what's behind
Call summaries, tasks and follow-ups, automatically
A personal assistant in your messenger: email, calendar and tasks by voice
Change request routing: tickets, audit trail and notifications
A morning traffic summary for your site — in plain words
Tell customers their bug is fixed — the moment the issue closes
Daily task summaries and a weekly report by email
Early warning for a reputation crisis
Website leads straight into CRM deals, with a team alert
A satisfaction survey after every deal, with replies sorted