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CRM & Funnel Automation · GoHighLevel

Every lead captured,
routed and followed up

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Category
Business Process Automation
Client
LucraLab, USA
Start Date
—
Designer
Dynasty Maker
Lucralab

Project overview

LucraLab is a US agency that helps dental practices and service businesses make sure no call, review or lead falls through the cracks. Speed is everything in its market: the first business to respond wins the lead far more often. Its own lead flow needed to be just as fast and reliable as the service it sells.

We automated the agency’s entire lead flow in GoHighLevel. Custom workflows, pipelines, triggers and tagging logic replaced manual follow-ups. Leads are captured, routed and moved through CRM stages automatically, emails and SMS go out on time, and tasks are assigned to the right team member.

  • Custom GoHighLevel workflows, pipelines, triggers and tags
  • Automatic lead routing, CRM stage updates and email/SMS follow-ups
  • Webhook integrations for real-time sync with external apps

Problem, solution
and result

The problem: follow-ups depended on people remembering to send them. Leads waited, CRM stages went out of date, and the team spent hours on repetitive admin instead of conversations that close deals.

The solution: a fully automated GoHighLevel system. Every new lead is captured and tagged on arrival, routed to the right pipeline and moved through CRM stages as it progresses. Timed email and SMS sequences keep leads warm, and tasks are created and assigned to the team automatically. Webhooks connect external apps so data stays in sync in real time.

The result: manual workload dropped by 60%, lead response became much faster, and the agency now follows up with every lead on time, every time.

Automation that works
while the team sleeps

The system runs around the clock. A lead that arrives late at night is captured, tagged, contacted and assigned before anyone logs in the next morning, so the team starts the day with conversations, not catch-up.

We mapped how leads arrived, who followed up and where manual steps slowed the agency down.

We designed GoHighLevel pipelines, stages and tagging logic that mirror the agency’s real sales process.

We built the triggers and workflows for lead capture, routing, stage updates, email/SMS follow-ups and task assignment.

We connected external apps through webhooks for real-time data sync across the agency’s tools.

We tested every path end to end with real leads, fine-tuned the timings and handed the system over to the team.