Automated sales follow-up system using HighLevel, Gmail, Slack & Google Sheets

Automates sales follow-ups by fetching HighLevel contacts, sending personalized Gmail emails, and tracking responses via Slack notifications.

workflowlead_generation

by Rahul Joshion n8n

Nodes

Triggers

Platform

n8n

Tech Stack

High Level

Google Sheets

Gmail

Slack

How It Works

This workflow retrieves inactive contacts from HighLevel CRM, sends personalized follow-up emails through Gmail, and waits 24 hours to check for responses. It then notifies your sales team via Slack about positive replies or non-responsive contacts, while logging any errors to Google Sheets for tracking.

Fetch contacts from HighLevel CRM

Retrieves all contacts from HighLevel including names, emails, and metadata, then filters for contacts with no response in the last 24 hours.

Send personalized follow-up emails

Sends customized Gmail emails to inactive contacts asking for confirmation or questions, including dynamic details like name and last interaction time.

Wait and check for email responses

Waits 24 hours for contact replies, then retrieves the Gmail thread to analyze if the contact responded positively or remained inactive.

Notify sales team via Slack

Sends targeted Slack notifications to the sales team about positive responses or non-responsive contacts, including contact details and next steps.

Attached Files

workflow.json