Automate client renewal alerts from GoHighLevel to Gmail, Slack & Google Sheets

About This Workflow

What This Workflow Does

This workflow automates client renewal alerts by detecting expiring accounts in GoHighLevel, sending personalized reminder emails to clients through Gmail, and notifying relevant teams through Slack. It also logs the client renewal status in Google Sheets, providing a centralized record of client interactions. By streamlining this process, businesses can improve client retention and reduce the risk of lost revenue.

Who Should Use This

This workflow is ideal for business owners, marketing teams, and customer success managers who want to optimize their client retention strategies and reduce the administrative burden of managing client contracts.

Key Features

• Automated Expiration Detection: Identify expiring client accounts in GoHighLevel and notify relevant teams.
• Personalized Reminder Emails: Send customized emails to clients via Gmail to remind them of upcoming contract renewals.
• Team Notifications: Send alerts to relevant teams through Slack to ensure timely follow-up and action.
• Centralized Record-Keeping: Log client renewal status in Google Sheets for easy tracking and analysis.

How to Get Started

To use this workflow, import the pre-configured nodes and customize the settings to match your business's specific requirements. You can then connect your GoHighLevel, Gmail, Slack, and Google Sheets accounts to enable seamless data transfer and automation.