With automation, every lead submission can trigger the right follow-up instantly. Here’s how:

1. Go to Automation → Workflows.

2. Click + Create Workflow.

3. Select Trigger → Form Submitted or Survey/Quiz Submitted.

4. Add actions such as:

   • Send an email confirmation.

   • Tag the contact for segmentation.

   • Notify your team via email or SMS.

   • Add the lead into a sales pipeline.

5. Save and activate.

This ensures no lead falls through the cracks, and your team can focus on nurturing instead of manual data entry.

Funnels guide your prospects step by step from interest to action. To set one up:

1. Go to Sites → Funnels → + New Funnel.

2. Add your first funnel step (e.g., Landing Page).

3. Insert a Form or Quiz for capturing leads.

4. Add a Thank You Page (confirmation, next steps, or upsell).

5. Connect your form to a workflow so leads get instant follow-up.

6. Preview, test, and publish.

A simple funnel can be live in under an hour, helping you convert website visitors into customers automatically.

Forms are essential for capturing details. To create one:

1. Go to Sites → Forms → + New Form.

2. Drag-and-drop fields (Name, Email, Phone, etc.).

3. Customize design with your branding.

4. Save and copy the embed code.

5. Insert the form into your funnel or website.

Every submission can automatically trigger emails, workflows, and pipeline updates.

Absolutely. Quizzes are a great way to qualify leads:

1. Go to Sites → Quizzes → + New Quiz.

2. Add questions (multiple-choice, short answer, rating scales).

3. Set up scoring logic or outcomes.

4. Customize the results page.

5. Embed the quiz on your landing page or share the link.

Quizzes don’t just capture leads — they segment them, so you know who’s most engaged.

Open your form or quiz editor and:

• Add your logo and brand colors.

• Update fonts and button styles.

• Personalize labels and placeholders.

• For quizzes, adjust scoring and create custom result messages.

A well-branded form or quiz builds trust and increases completions.

1. Go to Automation → Workflows.

2. Create a new workflow and select Form Submitted/Survey Submitted as the trigger.

3. Add actions like:

   • Send a thank-you email.

   • Assign a sales rep.

   • Move contact into a pipeline stage.

   • Add tags for easy segmentation.

Workflows save hours of follow-up time and make sure leads feel attended to right away.

1. Go to Calendars → + New Calendar.

2. Choose a calendar type (round robin, team, or one-on-one).

3. Set availability and meeting details.

4. Assign users (yourself or your team).

5. Publish and share your booking link.

Now clients can book without back-and-forth emails, and reminders go out automatically.

Yes, you can:

• Open calendar settings.

• Adjust availability (specific hours/days).

• Block out breaks, holidays, or busy times.

• Apply recurring schedules or custom rules.

This ensures bookings only happen when you’re truly available.

Yes. Select Custom Availability → Specific Dates, then pick exact days/times (e.g., event bookings, limited campaigns).

• In calendar settings, go to Notifications.

• Enable Email or SMS alerts.

• Customize the message (confirmation, reminders, cancellations).

Clients also get automated reminders, reducing no-shows.

1. Go to Contacts → Add Contact.

2. Fill in name, email, phone, and any notes.

3. Click Save.

You can also import contacts in bulk via CSV.

1. Go to Contacts → Import.

2. Upload your CSV file.

3. Map the columns (Name, Email, Phone).

4. Confirm and import.

All contacts are instantly available for campaigns and automations.

1. Go to Opportunities → + Add Opportunity.

2. Choose the pipeline and stage.

3. Add details like value, source, or notes.

4. Save.

This gives you a clear sales pipeline view.

Yes. Once you integrate WhatsApp (via Twilio or 360Dialog):

• Open Conversations.

• Select WhatsApp as the channel.

• Type your message and send.

Perfect for reaching contacts where they already spend time.

1. Open a contact profile.

2. Go to Conversations → SMS.

3. Type your message.

4. Hit Send.

You can also automate SMS campaigns for reminders, promotions, and updates.

1. Open the contact record.

2. Go to Conversations → Email.

3. Write your message and click Send.

You can also send email blasts to lists or automate drip campaigns.

The Reports tab helps you measure performance across your business. Features include:

• Google & Facebook Ads reporting.

• Attribution tracking to see what’s driving conversions.

• Call tracking & recordings for quality monitoring.

• Agent performance dashboards.

• Appointments & revenue tracking.

• Website audits & SEO reports.

• Custom Client Reporting Dashboards.

This visibility lets you double down on what’s working and cut wasted efforts.

Surveys let you collect structured feedback from your audience or clients directly inside GoHighLevel.

1. From your dashboard, click Sites → Surveys.

2. Select + New Survey.

3. Name your survey (e.g., “Customer Feedback Survey”).

4. Use the drag-and-drop builder to add fields like multiple-choice, ratings, or text responses.

5. Adjust settings such as required fields or conditional logic if needed.

6. Save your survey.

You can now share the survey via a link, landing page, or embed it on your website.