This Simple Lead Calling Automation Increased Client Revenue by 417%

I want to share something that made a huge difference in my client’s business in handling inbound leads from paid ads. By setting up a simple lead calling automation, I was able to increase my client revenue by a staggering 417% by automatically calling leads to their sales team within 10 seconds of their inquiry using make.com automation software and Go High Level CRM.

The best part? It only took five minutes to get started. In this guide, I’ll walk you through exactly how I set it up. It’s a straightforward process that can help you stay on top of leads and close deals faster.

Step-by-Step Guide to Automating Instant Lead Calling

Here’s what the automation does: it instantly follows up with incoming leads from contact forms, ensuring they get a call as soon as they show interest. No more delays, no more missed opportunities.

Step 1: Set Up a Web Form

1. Create a Lead Capture Form:
   • Use WordPress, Weebly, Wix, or any preferred platform.
   • Collect crucial information: First Name, Last Name, Email, and Phone Number.
   • Ensure fields are clearly labeled and placeholders are used.
2. Separate First Name and Last Name:
   • Ideal for different automation scenarios.

Step 2: Connect Form to make.com

1. Sign Up for make.com:
   • It’s free to start.
   • Make an account if you don’t have one already.
2. Create a New Scenario in make.com:
   • Name it (e.g., “Lead Automation”).
   • Add a Web Hook module:
     • Name it (e.g., “Lead Capture Web Hook”).
     • Save and copy the generated URL.
3. Capture Form Submission:
   • In your form’s settings, specify actions after form submission.
   • Add a Web Hook action and paste the URL copied from make.com.

Step 3: Process Lead Information on make.com

1. Run the Scenario:
   • Input test data into your form.
   • Ensure data is correctly captured in make.com, including key-value pairs.

Step 4: Send Data to CRM (Go High Level)

1. Set Up HTTP Module in make.com:
   • Choose the method “POST” to send data.
   • Use form data and map fields accordingly (First Name, Last Name, Email, Phone).
2. Configure CRM (Go High Level):
   • Set up a new automation:
     • Name it (e.g., “Lead Processing Automation”).
     • Trigger it with an inbound Web Hook.
     • Paste the URL from Go High Level into make.com’s HTTP module.

Step 5: Automate CRM Lead Creation and Alert

1. Create Lead in CRM:
   • Map form fields to CRM lead creation fields.
   • Set up the trigger to create a new lead when an inbound Web Hook is received.
2. Send Alert to Sales Team:
   • Set up a text message alert in Go High Level:
     • Address it to relevant team members.
     • Include lead details (Name and Phone).

Step 6: Instant Call Setup

1. Schedule an Automated Call:
   • Use the Call feature in Go High Level:
     • First, call the sales rep and notify them.
     • Upon the sales rep acknowledging (pressing any key), connect the call to the lead.
   • Customize the “Call Whisper” message for the sales rep for clarity.

Conclusion

With this setup, you can ensure leads are contacted within 10 seconds, drastically boosting your sales conversion rates and staying ahead of competitors.

By following these steps, automate your lead follow-up process, making sure no potential customer is left unattended for long, thus maximizing conversion rates.