⚡ Goozone — Workflow Templates (13 Automations)

[TRIGGER] Bot Action: Account Created │ ▼ [ACTION] Send WhatsApp Template: welcome_starter_plan │ Variables: {{contact.name}}, {{contact.store_url}} │ ▼ [ACTION] Send Email: Welcome to Goozone │ ▼ [ACTION] Add Tags │ Add: "account-created" │ Remove: "fresh-lead", "partial-lead" │ ▼ [ACTION] Update Pipeline Stage │ Move to: "Free Account Created" │ ▼ [ACTION] Create Task for Pedro │ Task: "Follow up with {{contact.name}} in 3 days if no products added"

[TRIGGER] Tag Added: "3plus-products-uploaded" │ ▼ [ACTION] Update Pipeline Stage │ Move to: "Onboarding Active" │ ▼ [ACTION] Send WhatsApp Template: milestone_3_products │ ▼ [ACTION] Send Email: Product Milestone — You're Live! │ ▼ [ACTION] Add Tags │ Add: "onboarding-complete"

[TRIGGER] Bot: upgrade-offered │ ▼ [CONDITION] Upgrade Readiness = "Ready" │ ▼ (if ready) [ACTION] Update Pipeline Stage │ Move to: "Upgrade Candidate" │ ▼ [ACTION] Send Internal Notification to Pedro │ "{{contact.name}} is ready to upgrade! Follow up immediately." │ ▼ [ACTION] Send WhatsApp Template: upgrade_confirmation │ ▼ [CONDITION] Upgrade Readiness = "Not Yet" or "Tell Me More" │ ▼ (if interested) [ACTION] Add Tags: "upgrade-interested" │ ▼ [ACTION] Schedule Follow-up: 7 days → send upgrade_reminder_7d

[TRIGGER] Bot Action: Disqualification │ ▼ [CONDITION] Which DQ Type? │ ├── A → tag: "dq-location-outside-tt" │ ├── B → tag: "dq-no-products" │ ├── C → tag: "dq-no-decision-maker" │ ├── D → tag: "dq-competitor-locked" │ └── E → tag: "dq-at-capacity" │ ▼ [ACTION] Add Tags │ Tags: "ia-disqualified", "dq-[type]", "stop-bot" │ ▼ [ACTION] Update Contact Field: disqualification_reason → "[DQ Type]" │ ▼ [ACTION] Update Pipeline Stage → "Lost" │ ▼ [ACTION] Stop Bot for this contact

[TRIGGER] Tag Added: "transferred-to-human" │ ▼ [ACTION] Send Internal Notification │ Channel: Email + Slack │ To: Pedro │ Subject: "🤝 Lead handed off by Pedro bot — {{contact.name}}" │ Body: "{{contact.name}} ({{contact.phone}}) needs human follow-up. │ Context: {{contact.bot_conversation_summary}} │ Upgrade readiness: {{contact.upgrade_readiness}}" │ ▼ [ACTION] Create High Priority Task │ Task: "Contact {{contact.name}} — human handoff from bot │ Due: Today

[TRIGGER] No response from contact for 24h │ ▼ [CONDITION] "stop-bot" tag NOT present │ AND stage is NOT "Lost" │ ▼ [ACTION] Send WhatsApp: follow_up_24h │ ▼ [TRIGGER] No response for 72h │ ▼ [ACTION] Send WhatsApp: follow_up_3d │ Add tag: "followup-72h-sent" │ ▼ [TRIGGER] No response for 5 days │ ▼ [ACTION] Send WhatsApp: follow_up_5d │ ▼ [TRIGGER] No response for 7 days │ ▼ [ACTION] Send WhatsApp: follow_up_7d │ Add tag: "followup-7d-sent" │ ▼ [TRIGGER] No response for 14 days │ ▼ [ACTION] Update Contact Field: bot_status → "Cold" │ Add tag: "cold" │ Update Pipeline Stage: "Lost"

[TRIGGER] Tag "upgrade-interested" + 7 days elapsed │ ▼ [CONDITION] Contact still has active products │ AND stage is NOT "Lost" │ ▼ [ACTION] Send WhatsApp Template: upgrade_offer_basic │ Variables: {{contact.name}}, {{product_count}} │ ▼ [ACTION] Add Tag: "upgrade-reminder-7d-sent"

[TRIGGER] Tag "upgrade-interested" + 14 days elapsed │ AND "upgrade-reminder-7d-sent" IS present │ ▼ [ACTION] Send WhatsApp Template: upgrade_offer_pro_value │ Focus on value: lower commission + homepage visibility │ ▼ [ACTION] Add Tag: "upgrade-reminder-14d-sent"

[TRIGGER] Scheduled: Daily at 10:00 AM │ ▼ [CONDITION] Contact has no activity in 30 days │ AND stage = "Free Account Created" or "Onboarding Active" │ AND "stop-bot" tag NOT present │ AND "re-engagement-sent" tag NOT present │ ▼ [ACTION] Send WhatsApp Template: re_engagement_30d │ Variables: {{contact.name}}, {{contact.store_url}} │ ▼ [ACTION] Send Email: Re-Engagement — We Miss You │ ▼ [ACTION] Add Tag: "re-engagement-sent" │ ▼ [ACTION] If no response in 7 more days: │ Move to "Lost" stage │ Add tag: "no-reply"

[TRIGGER] Stage Changed to "First Sale Completed" │ ▼ [ACTION] Send WhatsApp: first_sale_congratulations │ ▼ [ACTION] Add Tags: "first-sale", "active-seller" │ Remove: "onboarding-active" │ ▼ [ACTION] Update Pipeline Stage │ Move to: "Upgrade Candidate" │ ▼ [ACTION] Send Internal Notification to Pedro │ "{{contact.name}} just made their first sale! Ready for upgrade path."

[TRIGGER] Stage Changed to "Paid Plan Active" │ ▼ [ACTION] Add Tags: "paid-plan", "upgrade-complete" │ Remove: "upgrade-ready", "upgrade-interested" │ ▼ [ACTION] Send WhatsApp: upgrade_confirmed_welcome │ ▼ [ACTION] Send Internal Notification to Pedro │ "🎉 {{contact.name}} upgraded! Plan: {{plan_type}}" │ ▼ [ACTION] Create Task │ Task: "Onboarding call with {{contact.name}} for upgraded plan" │ Priority: High

[TRIGGER] Form Submitted OR Contact Created (source = Landing Page) │ ▼ [CONDITION] Source = "Landing Page" OR "Website" OR "Form" │ ▼ [ACTION] Create/Update Contact │ Fields from form: name, email, phone, business_type │ ▼ [ACTION] Add Tags: "new-lead", "source-[source]" │ ▼ [ACTION] Create Opportunity │ Pipeline: Goozone Seller Program │ Stage: "New Lead" │ ▼ [ACTION] Start AI Agent Conversation │ Bot: Pedro │ Trigger: Automatic first message │ ▼ [ACTION] Send Internal Notification to Pedro │ "Nuevo lead: {{contact.name}} de {{contact.company_name}}"

[TRIGGER] Contact Created (source = "google-ads") │ ▼ [ACTION] Add Tags: "google-ads", "source-paid" │ ▼ [ACTION] Send Conversion Event to Google Ads │ Conversion: "Lead Form Submitted" │ ▼ [CONDITION] When opportunity moves to "Paid Plan Active" │ ▼ [ACTION] Send Conversion to Google Ads │ Conversion: "Sale" │ Value: {{opportunity.proposal_value}} (500 or 1300)