Workflow Templates (13 Automations)

Create in GHL → Automation → Workflows → New Workflow. Follow trigger → condition → action chain exactly.

1Actualizar estado cuando IA agenda reunión

[TRIGGER] Bot Action: Mover a Oportunidad fires (STOPBOT_INVERSION)

[ACTION] Update Contact Field: bot_status → "qualified"

[ACTION] Add Tags: meeting-scheduled, ia-qualified · Remove: ia-qualifying

[ACTION] Update Opportunity Stage → Llamada Agendada

[ACTION] Send Internal Notification → Paola: "{{contact.name}} agendó consulta de inversión vía Camila"

2Actualizar estado cuando IA descalifica

[TRIGGER] Bot Action: Descalificados fires (STOPBOT_DESCALIFICADO)

[CONDITION] What DQ type? → dq-presupuesto-bajo / dq-perfil-incorrecto / dq-sin-poder-decision / dq-fuera-de-rango / dq-ingresos-insuficientes

[ACTION] Add Tags: ia-disqualified, dq-[type], stop-bot

[ACTION] Update Opportunity Stage → Perdido

[ACTION] Update Contact Field: disqualification_reason → "[TIPO X]" · disqualification_date → today

[ACTION] Update Contact Field: bot_status → "disqualified"

3Actualizar estado negocios descalificados (sistema)

[TRIGGER] Opportunity Stage Changed → Perdido

[CONDITION] Tag ia-disqualified is present

[ACTION] Add Tags: disqualified, lost

[ACTION] Update Opportunity Field: disqualification_reason (copied from contact)

[ACTION] If salvageable: Move to Nurture list

4Actualizar descalificados + envío info a pixel

[TRIGGER] Opportunity Stage Changed → Perdido

[CONDITION] Tag ia-disqualified is present

[ACTION] Send Conversion Event → Google Ads / Facebook: "Disqualified Lead" · Value: 0 · Currency: USD

[ACTION] Update Contact Field: pixel_event_sent → "Yes"

5Actualizar estado negocios fríos

[TRIGGER] Scheduled: Daily at 8:00 AM COT

[CONDITION] No activity in 14 days · Stage = Nuevo Lead or Calificando · Tag cold NOT present

[ACTION] Add Tags: cold, nurturing

[ACTION] Start Workflow 11: Follow-up sequence

6Actualizar estado negocios ganados + envío a pixel

[TRIGGER] Opportunity Stage Changed → Ganado

[ACTION] Add Tags: won, onboarding-start · Remove: meeting-scheduled

[ACTION] Send Conversion Event → Google Ads / Facebook: "Purchase" · Value: {{opportunity.proposal_value}}

[ACTION] Send Internal Notification → Jonathan: "🎉 {{contact.name}} ganado! ${{opportunity.proposal_value}}"

[ACTION] Send WhatsApp: Template confirmacion_reunion_meet (win confirmation)

[ACTION] Create Task: "Kickoff: {{contact.name}}" assigned to Jonathan

7Actualizar estado negocios perdidos

[TRIGGER] Opportunity Stage Changed → Perdido

[CONDITION] Tag ia-disqualified is NOT present (human marked Lost)

[ACTION] Add Tags: lost

[ACTION] Update Opportunity Field: disqualification_reason from human input

[ACTION] If salvageable → Add to Nurture Sequence

8Duplicar info de contacto a oportunidad

[TRIGGER] Opportunity Created

[ACTION] Copy fields: {{contact.email}} → {{opportunity.email}} · {{contact.phone}} → {{opportunity.phone}}

[ACTION] Copy: {{contact.bot_conversation_summary}} → {{opportunity.bot_summary}}

[ACTION] Add Opportunity Tag: bot-created (if from bot)

9Recordar — Notificar Consulta de Inversión

[TRIGGER] Calendar Event: 24 hours before (Consulta de Inversión SNH)

[CONDITION] Appointment status = "Scheduled"

[ACTION] Send WhatsApp Template: confirmacion_reunion · Variables: {{1}}=name, {{2}}=Paola, {{3}}=time, {{4}}=link

[ACTION] Add Tag: meeting-reminder-sent

[ALT TRIGGER] Calendar Event: 1 hour before — shorter reminder via WhatsApp

10Desactivar IA cuando lead se marca como descalificado

[TRIGGER] Tag Added: ia-disqualified

[ACTION] Stop AI Agent Bot for this contact

[ACTION] Add Tags: stop-bot, bot-conversation-complete

[ACTION] Update Contact Field: bot_status → "Deactivated"

11Seguimiento leads después de 72 horas

[TRIGGER] Time-based: 72 hours since last message from contact

[CONDITION] Stage = Nuevo Lead or Calificando · stop-bot NOT present · human-handover NOT present

[ACTION] Send WhatsApp: Template seguimiento_24_horas

[ACTION] Wait 3 days → Send WhatsApp: Template seguimiento_3_dias

[ACTION] Wait 5 days → Send WhatsApp: Template seguimiento_5_dias

[ACTION] Wait 10 days → Send WhatsApp: Template re_engagement (15 days)

[ACTION] If no response after all → Tag: cold, no-reply · Update bot_status → "cold"

12Creación de negocio desde formulario

[TRIGGER] Form Submitted OR Contact Created

[CONDITION] Contact source = "Landing Page" or "Website" or "Form"

[ACTION] Create/Update Contact → Fields from form: name, email, phone, service

[ACTION] Add Tags: nuevo-lead, source-[source]

[ACTION] Create Opportunity → Pipeline: "Ventas SNH" · Stage: "Nuevo Lead"

[ACTION] Start AI Agent Conversation → Bot: Camila · Trigger: Automatic first message

[ACTION] Send Internal Notification: "Nuevo lead: {{contact.name}}"

13Conversiones Google Ads

[TRIGGER] Contact Created with source = "google-ads"

[ACTION] Add Tags: google-ads, source-paid

[ACTION] Send Conversion to Google Ads: "Lead Form Submitted"

[CONDITION] When opportunity moves to Ganado

[ACTION] Send Conversion to Google Ads: "Sale" · Value: {{opportunity.proposal_value}}

Dependency Map

BOT ACTIONS (inside Camila):
  Descalificados ─────────────────────→ WF 2 (descalifica + mueve a Perdido)
  Mover a Oportunidad ────────────────→ WF 1 (mueve a Llamada Agendada)
  Add Contact Info ───────────────────→ (direct field write)
  Stop Bot (STOPBOT_INVERSION) ───────→ WF 1 (via Mover a Oportunidad)
  Stop Bot (STOPBOT_DESCALIFICADO) ───→ WF 2 + WF 10 (desactivar IA)
  Transfer to Human ──────────────────→ (tag: human-handover)
  No Reply Follow-up ─────────────────→ WF 11 (después de 72h)

EXTERNAL TRIGGERS:
  Form Submit ────────────────────────→ WF 12 (crear contacto + opp + iniciar bot)
  Stage: Won ─────────────────────────→ WF 6 (celebrate + pixel + onboarding)
  Stage: Lost ────────────────────────→ WF 7 (log reason + nurture)
  Stage: Lost + DQ tag ───────────────→ WF 3 + WF 4 (sistema + pixel)
  Opportunity Created ────────────────→ WF 8 (copiar campos)
  Appointment (24h before) ───────────→ WF 9 (recordatorio WhatsApp)
  Inactivity 14d ─────────────────────→ WF 5 (cold + nurture)
  Google Ads source ──────────────────→ WF 13 (conversiones)

Sierra Nevada Holdings · Workflow Templates · hl-subaccount-config-v1