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

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

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.

What This Automation Does
1

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.

2

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.

3

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.

4

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.

5

Log errors and track performance

Records any fetch or validation errors in Google Sheets for easy review and troubleshooting, ensuring transparent workflow tracking.

Prerequisites

  • HighLevel CRM account with API OAuth credentials
  • Gmail account with OAuth2 API access
  • Google Sheets document for error logging
  • Slack workspace with API credentials

Services Used

High LevelGoogle SheetsGmailSlack

Services with alternatives — you can swap them in the next step.