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CRM automation

Two lead sources, one CRM that answers both in seconds

A cash home buyer was getting leads from Google Ads and a cold calling team. I built a dual pipeline GoHighLevel CRM that keeps them separate, replies instantly and follows up without anyone chasing.

Client
Real estate cash home buyer
What I did
GoHighLevel CRM build
Stack
GoHighLevel, Zapier, Google Ads, SMS, Email
Two lead sources, one CRM that answers both in seconds cover

The problem

Leads came from two very different places, Google Ads and a cold calling team. They needed to stay separate for reporting, get an instant reply and be followed up without the owner chasing them by hand.

What I built

  • Two pipelines in GoHighLevel, with PPC leads arriving through Zapier
  • Instant text and email reply the moment a lead comes in
  • Lead routing with duplicate protection
  • Keyword based reply sorting and hot lead alerts
  • Multi touch follow up plus 7, 21, 30 and 90 day nurture loops
  • Appointment reminders and missed call text back
  • 13 tags, 2 dashboards and 3 saved inbox views
  • A full operating manual so the owner runs it without a developer
The Tagging and Lead Reply Sort workflow in GoHighLevel
The Tagging and Lead Reply Sort workflow in GoHighLevel
Revenue attribution: $3.12M in opportunity value tracked by source
Revenue attribution: $3.12M in opportunity value tracked by source
The PPC campaign funnel from new lead to closed deal
The PPC campaign funnel from new lead to closed deal
Opportunity overview with stage distribution
Opportunity overview with stage distribution

What changed

  • Every lead gets an instant reply and a clear follow up path
  • PPC and cold call data stay cleanly separated for reporting
  • The owner manages the whole system on their own

Next case study

From quote request to paid job, with nobody chasing

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