HighLevel and Mautic automations

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

107 scenarios

Mautic customers land in your address book
Deal moves a stage in Mautic — a task appears in HighLevel
New CRM deal, task in your task manager
New Mautic projects become tasks in HighLevel
Mautic submissions become tasks in HighLevel
New lead in Mautic becomes a task in HighLevel
New Mautic contacts show up in HighLevel
Contacts synced into accounting
New HighLevel contacts — into Mautic audiences
Contacts from HighLevel into Mautic audiences
Address-book contacts become leads in your HighLevel
HighLevel entries — into Mautic
Copy HighLevel entries into Mautic
Contacts from Mautic — into HighLevel on their own
Website leads greeted — email, CRM, team alert
Form leads straight into the CRM
Two-way contact sync between two CRMs
A form request into a tracker issue
Support email sorts itself and becomes tasks
Route each new order into your CRM, invoices, and mailing list
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
Urgent tasks that don't stall
Lead scoring and routing: hot leads straight to sales
Leads scored and routed to a rep — straight from the form
Unpaid-invoice control: task and email — on their own
Enriching leads with contacts — drop a sheet, get a filled CRM
Candidate shortlisting, emails and screening tasks
A personalized sales proposal from a table row, ready and sent
Inbound leads scored, with alerts and draft replies for the hot ones
New subscribers scored and enriched — straight into your CRM
A prospect list with contacts — automatically
Win back abandoned Shopify carts by email and in CRM
Requests from Notion — into HighLevel tasks with a team notice
Meeting notes — into tasks, participant emails and a summary
New-lead handling: CRM entry, team alert and reminder
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
A follow-up email after a canceled meeting — automatically
Deal-matched materials — sent automatically by CRM stage
Smart auto-replies to routine emails
Stuck tickets, followed up automatically
Bug reports turned into proper tickets
A daily sprint and time-tracking report, by email
Release notes — ready the moment a version ships
Data-load failure monitoring with tasks and alerts
Open-house visitors into your CRM and into an email, right after the visit
Interview bookings — call, task and emails assembled automatically
Client onboarding from a single form: folder, contact, channel, tasks
Team-capacity tracking with over-allocation alerts
Properties with owner contacts — daily to your CRM and email
Requests routed to the right team — sorted automatically
Polite candidate rejections sent by email, with the task closed
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
Critical bugs from testing escalated straight to tickets and engineering chat
Cold outreach with personal emails and CRM logging
Client renewal reminders — ahead of time
Automatic follow-ups on stalled deals
A daily numbers summary — to chat and email
A daily launch digest — with a task for each notable one
Re-engage stalled leads with a ready-made email
B2B prospect search and personal outreach — on autopilot
Data-quality watch that alerts only on real issues
Cross-tool task dependencies, reconciled every night
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Meeting prep that arrives on its own — contact, deals, company and talking points
CRM deals synced to a sheet, with a daily email summary
A competitor cheat sheet right in the HighLevel deal card
Re-engaging quiet clients — weekly, without manual tracking
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
Release notes from closed tasks — published everywhere at once
Content ideas from your audience's real pain points
Call summaries, tasks and follow-ups, automatically
Change request routing: tickets, audit trail and notifications
Route change requests by the rules — no manual triage
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
Customer feedback sorted into themes, tasks and a weekly report
Website leads straight into CRM deals, with a team alert
Customer churn prediction from deals and tickets
Support tickets turned into a prioritized engineering backlog
A full new-client welcome after the form
Auto-booking demos for high-intent leads
Website enquiries: contact, ticket and reply with no manual entry
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