Automation of contracts and CRM in GoHighLevel
Customer Support
Client request:
The client needed automation in the CRM GoHighLevel for managing contracts, tracking the status of deals, and automatic follow-up messages after sending and signing documents.
What I did:
• Set up automations that trigger when the status of a deal and contract changes.
• Automated the process of sending and signing contracts in GoHighLevel.
• Configured automatic updates of stages in the pipeline after the contract is signed.
• Set up internal tasks, email notifications, and lead tracking in the CRM.
Result:
- Reduction of manual work in the CRM.
- Clear tracking of contracts and automatic follow-up messages to clients.
The client needed automation in the CRM GoHighLevel for managing contracts, tracking the status of deals, and automatic follow-up messages after sending and signing documents.
What I did:
• Set up automations that trigger when the status of a deal and contract changes.
• Automated the process of sending and signing contracts in GoHighLevel.
• Configured automatic updates of stages in the pipeline after the contract is signed.
• Set up internal tasks, email notifications, and lead tracking in the CRM.
Result:
- Reduction of manual work in the CRM.
- Clear tracking of contracts and automatic follow-up messages to clients.