Client Type:
Marketing Campaign Company

Problem:
The client used Go High Level (GHL) for lead tracking and client scheduling. However, they needed a streamlined way to:

• Have leads schedule appointments via GHL

• Automatically push those leads into ClickUp for task management and workflow tracking

• Update the lead status in GHL after internal follow-up and re-enter them into a marketing email sequence

Solution:
Designed and implemented a multi-stage automation using Zapier:

• When a new appointment was booked in Go High Level, Zapier triggered the creation of a new task in ClickUp

• Each task entered a custom lead workflow, progressing through qualification, follow-up, and documentation stages

• Once the task reached a final stage, Zapier sent the updated status back to Go High Level, where:

  • The original contact record was updated

  • The lead was automatically enrolled in a targeted email campaign workflow

Tools Used:
ClickUp, Zapier, Go High Level

Outcome:

• Automated 100% of lead handoffs between platforms, eliminating manual entry

• Reduced lead response and processing time by over 50%

• Ensured leads were never dropped or forgotten in transition

• Improved reporting visibility across the marketing and operations teams by syncing task updates with lead status