Practice task

Your First Working WorkflowAng Una Mong Gumaganang Workflow

Beginner 25 min

GoalLayunin

Build a workflow that notifies the team, tags the contact and creates an opportunity when the inquiry form is submitted.Gumawa ng workflow na nagno-notify sa team, nagta-tag sa contact at gumagawa ng opportunity kapag na-submit ang inquiry form.

What you needAno ang kailangan mo

  • The lesson:Ang lesson: Workflow ActionsMga Workflow Action (Module 5)
  • Access to a GoHighLevel sub-account you're allowed to build inAccess sa GoHighLevel sub-account na pinapayagan kang mag-build
  • About 25 minutesMga 25 minuto

Requirements

Tick them off as you go. Your ticks are saved in this browser.I-tsek habang ginagawa mo. Naka-save ang mga tsek mo sa browser na 'to.

Reveal the walkthroughIpakita ang walkthrough

Awaiting hands-on verification. The concepts here are sound, but the click-by-click steps have not yet been re-walked in a live GoHighLevel sub-account. GoHighLevel changes often, so a menu name or screen may differ from what you see. Flagged rather than presented as verified.

Walkthrough

  1. Automation → Workflows → create a new workflow, starting from scratch. Name it Website inquiry → notify + tag + opportunity.
  2. Trigger: Form submitted. Add a filter for your inquiry form only.
  3. Action: Internal notification. Pick yourself as the recipient. Write: New inquiry: (first name) (phone) — check the pipeline. Insert the name and phone with the merge-field picker.
  4. Action: Add tag — src-website.
  5. Action: Create / update opportunity. Choose your pipeline, then choose the first stage explicitly. Use the contact’s name as the opportunity name.
  6. Save, then publish.
  7. Submit the real form as a test contact using your own email and phone.
  8. Check: notification received, tag on the contact, opportunity in the right stage. Then open the workflow’s history and confirm all three actions completed.

If only some actions happened

The ones that worked prove the trigger is fine. Look at the first action that didn’t happen — its settings (or the history log for that step) will usually tell you why.

Walkthrough, isa-isa

  1. Automation → Workflows → gumawa ng bagong workflow, mula sa simula. Pangalanan itong Website inquiry → notify + tag + opportunity.
  2. Trigger: Form submitted. Magdagdag ng filter para sa inquiry form mo lang.
  3. Action: Internal notification. Ikaw mismo ang piliing recipient. Isulat: New inquiry: (first name) (phone) — tingnan ang pipeline. Ilagay ang name at phone gamit ang merge-field picker.
  4. Action: Add tag — src-website.
  5. Action: Create / update opportunity. Piliin ang pipeline mo, tapos tahasang piliin ang unang stage. Gamitin ang pangalan ng contact bilang opportunity name.
  6. I-save, tapos i-publish.
  7. I-submit ang totoong form bilang test contact gamit ang sarili mong email at phone.
  8. I-check: natanggap ang notification, nasa contact ang tag, nasa tamang stage ang opportunity. Tapos buksan ang history ng workflow at kumpirmahing na-complete ang tatlong action.

Kung ilan lang sa actions ang nangyari

Ang mga gumana ay patunay na ayos ang trigger. Tingnan ang unang action na hindi nangyari — kadalasan sasabihin ng settings nito (o ng history log ng step na ‘yon) kung bakit.

Success criteria

How you know it worked.Paano mo malalaman na gumana.

Finished? Post your build in GHL Baddie HQ and get feedback →Tapos na? I-post ang build mo sa GHL Baddie HQ at makakuha ng feedback →
Module 5: WorkflowsModule 5: Workflows Workflow ActionsMga Workflow Action Intermediate 22 min

Ready for a harder one?Handa ka na sa mas mahirap?

A task gives you the spec. A client scenario makes you write it — that's the real job.Binibigay sa'yo ng task ang spec. Sa client scenario, ikaw ang susulat nito — 'yan ang totoong trabaho.

← Back to Module 5← Bumalik sa Module 5