Workflow Automation for Real Estate Wholesaling & Investing in GHL

Workflow automation is a game-changer for real estate wholesalers and investors using GoHighLevel (GHL). By automating repetitive tasks, follow-ups, and lead nurturing processes, you can streamline your operations, increase efficiency, and close more deals with less manual effort.

This guide will walk you through setting up workflow automation in GHL to optimize your marketing and sales funnel.

In real estate wholesaling and investing, speed and consistency are crucial. Workflow automation helps you:

• Capture and nurture leads without missing follow-ups.

• Send timely SMS, emails, and voicemails to keep leads engaged.

• Assign leads to team members automatically.

• Track deal progress without manual data entry.

• Improve conversion rates with optimized follow-ups.

To create an automated workflow in GHL, follow these steps:

• Navigate to the "Automation" section in GHL.

• Click on "Workflows" and then select "Create New Workflow".

Triggers are events that start the automation. Some common triggers include:

• New Lead Added – When a lead enters your CRM.

• Form Submission – When a lead submits a web form.

• Tag Added – When a lead is tagged for a specific campaign.

• Pipeline Stage Change – When a deal moves to another stage.

Once the trigger is set, you can add automated actions such as:
✅ Send SMS & Emails – Personalized messages based on the lead’s behavior.
✅ Assign Lead to Team Member – Round-robin or rule-based assignments.
✅ Voicemail Drops – Automated follow-up messages.
✅ Pipeline & Status Updates – Automatically update the lead’s stage.
✅ Task Creation – Assign tasks to your acquisition managers.

• Add delays to space out messages and follow-ups.

• Use conditions to filter leads based on responses or engagement.

• Preview the workflow to check for errors.

• Activate it and monitor performance in the automation dashboard.

💡 Personalization is Key – Use merge tags for names and details.
💡 Avoid Over-Automation – Keep workflows natural and human-like.
💡 Optimize for Mobile – Most leads engage via phone, so test SMS & emails.
💡 Track Performance – Regularly review automation reports in GHL.
💡 Segment Your Leads – Use tagging to send relevant messages.

Here’s an example of an effective workflow for your wholesaling business:

• Trigger: A new lead submits a web form.

• Step 1: Auto-send a thank you email with your company info.

• Step 2: Wait 5 minutes, then send an SMS introduction.

• Step 3: If the lead replies, assign to an acquisition manager.

• Step 4: If no response, send a voicemail drop after 24 hours.

• Step 5: Tag as "Follow-Up Needed" and create a reminder task.

Automating your workflows in GHL will save time, reduce manual tasks, and ensure no lead falls through the cracks. By integrating smart automation, your real estate wholesaling and investing business can operate smoothly, helping you focus on closing deals instead of managing tasks.

🚀 Start optimizing your workflows today and scale your business with ease!