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Create automated sequences and processes that streamline repetitive tasks, ensuring consistent engagement and freeing up valuable time for your team.
Workflows in Ambio (GoHighLevel) let you automate an array of tasks—sending emails, updating contact records, scheduling follow-up texts—based on specific triggers or timelines. They function like flowcharts, where each step is predefined to help prospects move through the buyer’s journey without manual intervention.
Automation saves time and removes human error from your processes. By setting up a workflow once, you ensure every lead or customer receives the exact experience you’ve designed—from initial contact to ongoing engagement. This improves consistency, boosts conversion rates, and lets your team focus on strategic tasks rather than repetitive follow-ups.
You build a workflow by choosing a trigger event (like a form submission or a missed call) and then adding subsequent actions (such as sending a welcome email, applying a tag, or waiting a certain number of days before the next contact). Each workflow step can include branching logic to tailor the experience based on customer behavior (e.g., whether they opened an email). As leads and customers progress, Ambio tracks their journey, providing analytics to optimize your workflow further.