A form submission creates the contact, the opportunity, and a private Teams channel, then posts stage updates automatically.
- Form submitted
- Contact and opportunity created
- Teams channel created
- Stage updates posted
The problem
What needed to be handled
Every new client needed a dedicated Teams channel and regular progress updates, all set up by hand.
What we built
System details
- A GoHighLevel form submission creates the contact and opportunity.
- Zapier creates a named, described private Teams channel for the client.
- Each stage change from Week 1 to Week 4 posts a templated message to that channel.
Facts
- Channel setup
- Manual to automatic
- Stage updates
- 4 templated, auto-posted
Stack
- GoHighLevel
- Zapier
- Microsoft Teams
- Google Sheets
- Webhooks
Related services
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