Project Overview

I built a GoHighLevel CRM automation for a gym business that captures new leads, saves their information, creates a pipeline opportunity, notifies staff, sends an automatic follow-up email, and creates a manual follow-up task.

Problem

Gyms and local businesses can lose leads when follow-up is slow or disorganized. Staff may forget to contact new inquiries, and lead details can be scattered across forms, emails, or messages.

Solution

I created an automated GHL workflow where:

Form Submission → Contact Created/Updated → Tag Added → Opportunity Created → Staff Notified → Lead Follow-Up Email Sent → Lead Owner Assigned → Follow-Up Task Created

Tools Used

• GoHighLevel
• Forms
• Custom Fields
• Pipelines
• Opportunities
• Workflows
• Email Notifications
• Task Automation

What I Built

1. Lead Capture Form

Created a form called Gym Lead Capture Form with fields for:

• First Name