Connecting Automations to Your Sales Pipeline in GoHighPRO.

This guide explains how to connect automations to your opportunities (potential sales) in your GoHighPRO sales pipeline. It covers two scenarios:

1. Automatically adding someone to your pipeline when they book a call:

• Go to Automations.

• Go to Opportunities > Sales Pipeline.

• Choose the call type (e.g., sales call, discovery call) that should trigger adding someone to the pipeline.

• Click on the chosen call booking automation.

• If necessary, add a trigger: “Customer booked the appointment.”

• You can also add additional actions like sending notifications, emails, or reminders.

• Click the “+” symbol to add an action: “Create or update opportunity”.

• Choose the pipeline (e.g., Sales Pipeline).

• Select the stage where you want to add new leads (e.g., Booked Call).

• Optionally, fill in details like lead value or opportunity source.

• Click “Save”.

2. Automatically sending a follow-up email when someone no-shows for a call:

• Go to Automations.

• Click “Create a brand new one”.

• Choose the trigger: “Opportunity changed”.

• Set the filter:

  • Opportunity pipeline: Sales Pipeline

  • Pipeline stage: No Show Canceled

• Click “Save”.

• Under “Builder”, add an action: “Send Email”.

• Craft your email content (subject line, body).

• Optionally, set a delay before sending the email (e.g., wait 1 hour or 2 days).

• Click “Save”.