⚡ Factronics USA — 13 Workflow Templates

Configure in GHL → Automations. These workflows are triggered by bot actions, stage changes, and time-based events.

Workflow 1
Actualizar estado cuando IA agenda reunión
When the AI bot successfully books a demo van visit, move the opportunity to "Demo Van Visit Scheduled."
🔵 Trigger: Bot Action "Mover a Oportunidad" fires OR tag meeting-scheduled added
[TRIGGER] Tag Added: meeting-scheduled │ ▼ [ACTION] Add Tags │ Tags: "meeting-scheduled" │ Remove: "ia-qualifying" │ ▼ [ACTION] Update Opportunity Stage │ Pipeline: Sales Pipeline │ Stage: "Demo Van Visit Scheduled" │ ▼ [ACTION] Send Internal Notification │ Channel: Email │ Message: "{{contact.name}} de {{contact.company_name}} agendó visita del demo van"
Workflow 2
Actualizar estado cuando IA descalifica
When the AI bot disqualifies a lead, move them to Lost with the DQ reason.
🔵 Trigger: Tag ia-disqualified added
[TRIGGER] Tag Added: ia-disqualified │ ▼ [CONDITION] What disqualification type? │ ├── TIPO A → tag: dq-budget-too-low │ ├── TIPO B → tag: dq-wrong-profile │ ├── TIPO C → tag: dq-no-decision-maker │ ├── TIPO D → tag: dq-out-of-range │ └── TIPO E → tag: dq-revenue-too-low │ ▼ [ACTION] Update Opportunity Stage │ Stage: "Lost" (Disqualified) │ ▼ [ACTION] Update Contact Field │ Field: "Disqualification Reason" │ Value: "[TIPO X - Description]"
Workflow 3
Actualizar estado descalificado (manual)
Secondary handling when a human marks a lead as disqualified (not via bot).
🔵 Trigger: Opportunity Stage Changed → "Lost" AND tag ia-disqualified NOT present
[TRIGGER] Opportunity Stage Changed → "Lost" │ ▼ [CONDITION] If stage reason = "Disqualified" │ ▼ [ACTION] Add Tags │ Tags: "disqualified", "lost"
Workflow 4
Enviar pixel event por descalificación
Send conversion event to ad platform when a lead is disqualified (for audience exclusion).
🔵 Trigger: Opportunity Stage Changed → "Lost" AND tag ia-disqualified present
[TRIGGER] Stage Changed → "Lost" + ia-disqualified │ ▼ [ACTION] Send Conversion Event (Google Ads / Facebook) │ Event: "Disqualified Lead" │ Value: 0 │ Currency: USD
Workflow 5
Actualizar estado fríos
Automatically move leads to "Cold" after 14 days of inactivity.
🔵 Trigger: Scheduled: Daily at 8:00 AM
[TRIGGER] Scheduled: Daily 8:00 AM │ ▼ [CONDITION] No activity in 14 days │ AND stage = "Qualifying" or "New Lead" │ AND tag "cold" NOT present │ ▼ [ACTION] Add Tags │ Tags: "cold", "nurturing" │ ▼ [ACTION] Start WF 11 (Follow-up)
Workflow 6
Actualizar estado ganados + pixel
When a deal is Won, trigger celebration + pixel event + onboarding.
🔵 Trigger: Opportunity Stage Changed → "Won"
[TRIGGER] Stage Changed → "Won" │ ▼ [ACTION] Add Tags │ Tags: "won", "onboarding-start" │ Remove: "meeting-scheduled", "qualifying" │ ▼ [ACTION] Send Conversion Event │ Event: "Purchase" │ Value: {{opportunity.proposal_value}} │ ▼ [ACTION] Send Thank You (WhatsApp) │ Template: win-congratulations
Workflow 7
Actualizar estado perdidos
Handle lost deals gracefully — capture reason and move to nurture if salvageable.
🔵 Trigger: Opportunity Stage Changed → "Lost" (NOT via DQ)
[TRIGGER] Stage Changed → "Lost" │ ▼ [CONDITION] Tag "ia-disqualified" NOT present │ ▼ [ACTION] Add Tags │ Tags: "lost" │ ▼ [ACTION] Add to Nurture Sequence │ Start WF 11 if salvageable
Workflow 8
Duplicar info de contacto a oportunidad
Automatically copy key contact fields to the opportunity when created.
🔵 Trigger: Opportunity Created
[TRIGGER] Opportunity Created │ ▼ [ACTION] Copy Contact Field to Opportunity │ {{contact.company_name}} → {{opportunity.company_name}} │ {{contact.email}} → {{opportunity.email}} │ {{contact.phone}} → {{opportunity.phone}} │ {{contact.bot_conversation_summary}} → {{opportunity.bot_summary}}
Workflow 9
Recordar — Notificar Reunión
Send meeting reminder via WhatsApp before scheduled demo van visit.
🔵 Trigger: Calendar Event: 24 hours before AND 1 hour before
[TRIGGER] Calendar Event: 24h before │ ▼ [CONDITION] Appointment status = "Scheduled" │ ▼ [ACTION] Send WhatsApp Template │ Template: demo_van_reminder_24h │ Variables: name, location, date, time, host │ ▼ [ACTION] Add Tags │ Tags: "meeting-reminder-sent" [ALTERNATE] 1h before → shorter reminder via WhatsApp
Workflow 10
Desactivar IA cuando descalificado
When a lead is disqualified (by bot or human), stop the bot from engaging further.
🔵 Trigger: Tag ia-disqualified added
[TRIGGER] Tag Added: ia-disqualified │ ▼ [ACTION] Stop AI Agent Bot for this contact │ Bot deactivated │ ▼ [ACTION] Add Tags │ Tags: "stop-bot" │ ▼ [ACTION] Update Contact Field │ Field: "Bot Status" → "Deactivated"
Workflow 11
Seguimiento leads 72h
Re-engage leads who haven't responded after 72 hours with a sequence of WhatsApp messages.
🔵 Trigger: No response from contact for 72 hours
[TRIGGER] 72h since last message │ ▼ [CONDITION] Stage = "Qualifying" or "New Lead" │ AND "stop-bot" NOT present │ AND "human-handover" NOT present │ ▼ [ACTION] Send WhatsApp: seguimiento_24_horas │ ▼ [WAIT] 2 days │ ▼ [ACTION] Send WhatsApp: seguimiento_3_dias │ ▼ [WAIT] 2 days │ ▼ [ACTION] Send WhatsApp: seguimiento_5_dias │ ▼ [WAIT] 10 days │ ▼ [ACTION] Send WhatsApp: seguimiento_15_dias │ ▼ [IF no response after all] │ Tags: "cold", "no-reply"
Workflow 12
Creación de leads (formulario)
When a new lead comes in via form or website, create contact + opportunity + start bot.
🔵 Trigger: Form Submitted OR New Contact Created with source
[TRIGGER] Form Submitted OR Contact Created │ ▼ [CONDITION] Source = "Landing Page" OR "Website" OR "Form" │ ▼ [ACTION] Add Tags │ Tags: "new-lead", "source-[source]" │ ▼ [ACTION] Create Opportunity │ Pipeline: Sales Pipeline │ Stage: "New Lead" │ ▼ [ACTION] Start AI Agent Conversation │ Bot: Factronics USA Sales Bot │ Trigger: Automatic first message
Workflow 13
Conversiones Google Ads
Track conversions from Google Ads campaigns and attribute properly.
🔵 Trigger: Contact Created with source = "google-ads"
[TRIGGER] Contact Created with source = "google-ads" │ ▼ [ACTION] Add Tags │ Tags: "google-ads", "source-paid" │ ▼ [ACTION] Send Conversion to Google Ads │ Conversion: "Lead Form Submitted" │ ▼ [CONDITION] When opportunity → "Won" │ ▼ [ACTION] Send Conversion to Google Ads │ Conversion: "Sale" │ Value: {{opportunity.proposal_value}}
⚡ Workflow Dependency Map:
Bot Actions → WF 1 (booking), WF 2 (DQ), WF 10 (stop bot), WF 11 (follow-up)
External Events → WF 12 (form submit), WF 9 (calendar), WF 5 (inactivity), WF 13 (Google Ads)
Stage Changes → WF 3 (manual DQ), WF 4 (pixel DQ), WF 6 (Won), WF 7 (Lost), WF 8 (copy fields)