Real Estate Lead Follow-Up Automation (GoHighLevel)

A lead follow-up system for real estate agents, built in GoHighLevel. The aim is simple: every enquiry gets an instant reply, stays visible in the pipeline, and warm leads land on the agent's list as a call task, without anyone chasing them by hand.

A property enquiry form submission triggers the workflow.

The contact is tagged "Real Estate Lead" and an opportunity is created in the pipeline.

An instant SMS thanks the lead for the enquiry.

The opportunity is updated and the agent gets an internal notification.

After a wait, a second SMS follows up, then an if/else branch checks whether the lead is tagged "warm lead".

Warm leads get an email, a "Call warm lead" task for the agent, a pipeline stage update and a notification.

Everyone else gets another SMS, a wait step and a follow-up email before the sequence ends.

Most leads go cold because nobody replies in the first hour. This build replies in seconds, keeps every enquiry in the pipeline and tells the agent exactly who to call first.

GoHighLevel workflows, forms, tags, pipelines and opportunities, SMS, email, tasks and internal notifications. The same structure works for clinics, coaches, contractors and other service businesses.