How to Set Up Your GHL Automation

This workflow fires every time a client submits the services form on your website. It's the entry point for all new service requests.

GHL needs to know the structure of the data being sent. The website already sent a test payload — you just need to select it.

This action creates a new contact in GHL (or updates an existing one) with all the data from the form submission.

Add a tag so you can easily filter and find all service inquiry leads in your CRM.

Automatically create an opportunity in the Clients pipeline so the lead appears in your sales board.

Get an instant email or SMS notification whenever a new service request comes in.

Automatically send the client a confirmation email so they know their request was received.

Once you've reviewed the client's request, send them a GHL Invoice for payment via Stripe.