HighLevel and Mandrill automations

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

90 scenarios

Website leads greeted — email, CRM, team alert
Form leads straight into the CRM
Support email sorts itself and becomes tasks
Route each new order into your CRM, invoices, and mailing list
A form request into a tracker issue
A daily overdue-tasks report in your inbox
The sprint report — it goes out to stakeholders on its own
All work accounts for a new hire from one form
Leads scored and routed to a rep — straight from the form
Urgent tasks that don't stall
Enriching leads with contacts — drop a sheet, get a filled CRM
Unpaid-invoice control: task and email — on their own
Candidate shortlisting, emails and screening tasks
Lead scoring and routing: hot leads straight to sales
Inbound leads scored, with alerts and draft replies for the hot ones
A personalized sales proposal from a table row, ready and sent
Win back abandoned Shopify carts by email and in CRM
A prospect list with contacts — automatically
Meeting notes — into tasks, participant emails and a summary
Requests from Notion — into HighLevel tasks with a team notice
New-lead handling: CRM entry, team alert and reminder
Tickets prioritized by importance, tasks created for you
Cold deals close themselves — and bring back feedback
Time-based invoices and missing-hours reminders in one run
Lead verification and CRM sync — straight from a JotForm form
Data-load failure monitoring with tasks and alerts
Bug reports turned into proper tickets
Release notes — ready the moment a version ships
Stuck tickets, followed up automatically
Open-house visitors into your CRM and into an email, right after the visit
A follow-up email after a canceled meeting — automatically
Deal-matched materials — sent automatically by CRM stage
A daily sprint and time-tracking report, by email
Smart auto-replies to routine emails
Team-capacity tracking with over-allocation alerts
Client onboarding from a single form: folder, contact, channel, tasks
Interview bookings — call, task and emails assembled automatically
Properties with owner contacts — daily to your CRM and email
Requests routed to the right team — sorted automatically
Smart support triage with HighLevel
A daily briefing by email: tasks and meetings in one message
New-issue triage: task, notification, reply to the author, and a logged row
Contract renewal reminders: an email to the client, a task for the rep
Polite candidate rejections sent by email, with the task closed
Cold outreach with personal emails and CRM logging
Critical bugs from testing escalated straight to tickets and engineering chat
Client renewal reminders — ahead of time
Re-engage stalled leads with a ready-made email
A daily numbers summary — to chat and email
Automatic follow-ups on stalled deals
A daily launch digest — with a task for each notable one
Cross-tool task dependencies, reconciled every night
Data-quality watch that alerts only on real issues
B2B prospect search and personal outreach — on autopilot
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
Re-engaging quiet clients — weekly, without manual tracking
Client onboarding after a won deal
Tasks and a recap email after a meeting — from one yes
Website lead scoring — a task for the rep only on the strong ones
Release notes from closed tasks — published everywhere at once
Content ideas from your audience's real pain points
Change request routing: tickets, audit trail and notifications
Route change requests by the rules — no manual triage
Call summaries, tasks and follow-ups, automatically
A morning traffic summary for your site — in plain words
A daily goals report: what's on plan and what's behind
Reorder recommendations from your stock table — automatically
Early warning for a reputation crisis
Tell customers their bug is fixed — the moment the issue closes
Daily task summaries and a weekly report by email
Website leads straight into CRM deals, with a team alert
Customer churn prediction from deals and tickets
Customer feedback sorted into themes, tasks and a weekly report
Support tickets turned into a prioritized engineering backlog
A full new-client welcome after the form
Website enquiries: contact, ticket and reply with no manual entry
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
An end-of-day report — written by AI and sent for you
Personal emails to new contacts — built from their own socials
Tester feedback triage: tickets, knowledge base and a reply to the author
Action-emails — straight onto your to-do list
Meeting recording → tasks, a client email and an updated CRM record
Feedback triage and customer replies — automatically
A HighLevel project from a feature description — with tasks and sub-tasks
Every sale — logged, a ping to you and a thank-you to the buyer
Reminders and escalation for stalled tickets