GHL Workflows and Automations

John David Luna
Apr 18
3 min read

Updated: Apr 20

If there is one thing that I really enjoy and excel at, it is building things. I'm good with my problem-solver brain and a techy hand, so I treat automated workflow creations as a puzzle that requires massive accuracy, extreme precision, and an eye for detail. The same goes for creating funnels and websites where I can unleash my creativity.

Below are some of my Creassions -- without a leak, without a spill.

Workflows

Websites & Funnels

Workflow 1: Lead Routing & Engagement Workflow

Details

This workflow automatically segments leads based on their credit score and routes them into the appropriate pipeline stage and tags them accordingly. It segments form submissions using the field inside the form (credit score), and I set different actions based on their data. Qualified leads receive a direct consultation booking link, while others are nurtured through an ebook offer. A smart behavior system then tracks engagement and follows up accordingly.

Key Actions

Trigger: Pre-Qualify
If Credit Score ≥ 680
- Add Tag: Funding Ready
- Move Opportunity to “Pre Qualified”
- Send Consultation Booking Link
If Credit Score 640–679
- Move Opportunity to “Ebook Offered”
- Send Ebook Offer
If Credit Score < 640
- Move Opportunity to “Not Qualified”
- Send Ebook Offer
Smart Behavior System (for booking link recipients):
- If Trigger Link Clicked
  - Add Tag: engaged
  - Send SMS with booking encouragement
- If Message Opened, but No Trigger Link Clicked
  - Add Tag: lurking
  - Send SMS to prompt action
- If No Activity after 48 Hours
  - Add Tag: cold-lead
  - Move to reactivation workflow

Workflow 2: Ebook Purchase & Webhook Catching

Details

This workflow captures ebook buyers from Payhip using a webhook and automatically creates them as contacts in the CRM. Once tagged and organized, they receive their ebook along with a structured follow-up sequence. The sequence nurtures the lead with value and reintroduces the consultation offer later.

Key Actions

Trigger: Ebook Purchase (via webhook)
Capture buyer details from Payhip webhook and create/update contact in CRM
Add Tag: Ebook Buyer
Move Opportunity to “Ebook Purchased”
Send Email with ebook delivery link
Start Follow-Up Sequence:
- Send value-driven emails
- Re-offer consultation at later stage

Workflow 3: Social Media DM Capture

Details

This workflow instantly responds to incoming social media DMs and qualifies leads based on their intent. Users are guided to either a funding form or a credit-repair ebook depending on their response. Button options on Facebook and Instagram streamline replies and improve conversion.

Key Actions

Trigger: Incoming DM (Instagram, Facebook, TikTok)
Send Immediate Auto-Response message asking intent (funding or credit)
For Facebook & Instagram:
- Present button options for quick selection (Funding / Credit)
If Response = “funding”
- Send the form link for the qualification form
- Add Tag: social-funding-lead
- Send to Qualification Workflow
If Response = “credit”
- Send the ebook link
- Add Tag: social-credit-lead

Workflow 4: Ebook Follow Up (No Purchase)

Details

This workflow follows up with leads who have already received a message for an ebook purchase but haven’t purchased within 24 hours. It uses short nudges via SMS to drive action and monitors engagement behavior. Leads are then tagged based on their interaction for better segmentation. Messages are only sent if the lead has not yet purchased the ebook, ensuring a balanced and non-pushy approach.

Key Actions