Advanced Automations & Triggers

The four main types of automation are:

1: Trigger-based (starts when an event happens, like a new lead).
2: Time-based (runs at scheduled times, like reminders).
3: Conditional (runs based on rules, like lead status or tags).
4: Multi-step (combines triggers, conditions, and actions in a sequence).

Advanced automations include sending emails and SMS, updating contact records, assigning tasks, moving leads through pipelines, adding tags, using webhooks and APIs, and creating conditional paths for personalized workflows.

Automation triggers are events that automatically start a workflow, such as form submissions, link clicks, appointments, tag additions, or pipeline changes. You select a trigger in your software and connect it to actions like sending messages, updating contacts, or notifying your team

Marketing automations should be advanced enough to handle multiple scenarios using conditions, branching logic, and multi-channel messaging (email, SMS, notifications). The goal is to automate repetitive tasks while delivering the right message to the right person at the right time.

Start by mapping your workflow: define triggers, actions, and conditions. Then build your automation in tools like GoHighLevel, add delays and branches, test thoroughly, and optimize based on engagement and performance data.

Use multiple triggers (like form submission + tag changes) with clear rules to avoid conflicts. Create conditional branches to guide contacts based on their behavior, and test each path to ensure smooth execution and personalization.

You need workflow planning, logical thinking, basic CRM knowledge, familiarity with tools like GoHighLevel, Zapier, or HubSpot, and the ability to analyze performance and optimize campaigns.