GoHighLevel Automation Tutorial | 6. Move Leads From One Pipeline To Another

Summary

This video tutorial demonstrates how to transition leads from one sales pipeline to another using an automation tool. It guides viewers through the process of setting up a workflow that automatically moves leads from the 'Lead' pipeline to the 'Prospect' pipeline when they book an appointment. The tutorial covers creating a new workflow, identifying when a lead books an appointment, and then removing them from the 'Lead' pipeline and adding them to the 'Booked an Appointment' stage in the 'Prospect' pipeline. The process ensures smooth lead management and efficient pipeline transition.

Takeaways

• 🔄 The script discusses the process of moving leads from one pipeline to another in a CRM system.
• 📈 It identifies two specific pipelines: 'Lead' and 'Prospect', each with its own stages.
• 🐛 The 'Lead' pipeline has stages named 'Warm Leads', 'Code Leads', and 'Ghosted'.
• 🎯 The goal is to move leads from the 'Lead' pipeline to the 'Prospect' pipeline when they book an appointment.
• 🛠️ The script outlines the creation of an automation workflow to achieve this pipeline transition.
• 📅 It uses a 'Booked an Appointment' calendar event as the trigger for the automation.
• 🔗 The workflow checks if the lead is in the 'Lead' pipeline and, if so, removes it from there.
• 📝 A new opportunity is then created in the 'Prospect' pipeline under the 'Book an Appointment' stage.
• 📑 The new opportunity is named using the contact's full name, which is a custom value.
• 🔒 The script ensures that the process is fail-safe, as it will proceed to add the appointment booking even if the lead is not in the 'Lead' pipeline.
• 🎶 The script concludes with a musical note, indicating the end of the tutorial.

Q & A

What are the two pipelines the speaker is working with in the script?

The speaker is working with the 'Lead' and 'Prospect' pipelines.

What are the stages in the 'Lead' pipeline mentioned in the script?

The stages in the 'Lead' pipeline are 'Warm Leads', 'Cold Leads', and 'Ghosted'.

What is the purpose of moving leads from one pipeline to another?

The purpose is to move leads that book an appointment to the 'Booked an Appointment' stage in the 'Prospect' pipeline.

What is the condition for a lead to move from the 'Lead' pipeline to the 'Prospect' pipeline?

A lead moves to the 'Prospect' pipeline when they book an appointment.

What is the name of the stage in the 'Prospect' pipeline that the leads are moved to?

The leads are moved to the 'Booked an Appointment' stage in the 'Prospect' pipeline.

What is the first step the speaker takes to create the automation for moving leads?

The first step is to go to 'Automations' and create a new workflow.

What triggers the automation to move a lead from the 'Lead' pipeline to the 'Prospect' pipeline?

The automation is triggered when a customer books an appointment in the 'Book an Appointment' calendar.

What action does the automation perform when a lead books an appointment?

The automation removes the opportunity from the 'Lead' pipeline.

How does the automation handle a lead that is not in the 'Lead' pipeline when they book an appointment?

If the lead is not in the 'Lead' pipeline, the automation skips the removal step and proceeds to add them to the 'Book an Appointment' pipeline.

What is the name given to the workflow that removes an opportunity from the 'Lead' pipeline?

The workflow is named 'Remove Opportunity from Lead Pipeline'.