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I need my GoHighLevel account configured so that sales activities run on autopilot. The focus is full-scale sales automation: every new lead should enter the right funnel, receive the correct sequence of follow-up emails, be scored in real time, and see available appointment slots without anyone on my team lifting a finger. My ultimate use case is to create automated real estate systems capturing all leads through social media, forms, manual lead creation, and import everything from FollowUpBoss CRM. 1. Migration (blocking) • FUB migration incomplete — phone number, contacts, and fields not fully migrated. Notes in each FUB contact contain data that needs to be read and mapped into the correct GHL custom fields, not left as unstructured notes. • Number porting not started — Twilio has no porting request on file. Need this submitted immediately; it’s a hard dependency for calls/texts going live. 2. Data Foundation (do before building more automation on top) • Contact fields — currently bloated/unstructured; needs a review and cleanup pass. • Custom values — not in use at all. Need to be implemented for both workflows and email templates so content (phone numbers, office info, links, etc.) is centrally managed instead of hardcoded. • Tags, custom fields, and custom values — full review needed as a system foundation before further build-out. • Lead scoring — currently done manually inside workflows. Should use GHL’s native lead scoring engine instead of workflow logic doing this job. 3. Configuration Gaps • Survey — current version doesn’t match requirements: brand colors not applied, no rental application section, and the questions don’t collect useful information. Needs a rebuild. • Website forms — GHL forms need to be embedded on the website so every website submission lands in GHL directly. • Lead source integrations — Facebook/Meta ads, [login to view URL], and other lead sources are not yet connecting into GHL. • Meta Ads connection — Meta Ads account needs to be connected to GHL. • Ad Manager configuration — GHL’s ad manager tools need to be set up to support lead generation and speed-to-lead at scale. • Social media workflow — configuration for social post scheduling/workflow not done. • IG/FB messages → contact creation — needs to be confirmed working, including handling messages that come in without a phone number. • Google Calendar integration — not yet connected. • iPhone/Contacts sync — contact intake from iPhone Contacts into GHL not yet working. • Trigger links — not currently used anywhere; want these evaluated for use in workflows, and all links running on our own domain (not GHL’s default domain). • Manual triggers — need the ability to manually trigger workflows/conversations and send a specific email template to a specific contact on demand. 4. Rental Process (new workflow needed) Single link sent to prospective tenant that: 1. Explains the process 2. Captures basic details (form) 3. Captures the full rental application within the same flow 4. Sends a text confirmation on submission 5. Updates the CRM — creates/updates the contact and attaches the rental application 6. Hands off to a human for next steps 5. Email • Templates need to be finished properly. • Necessary nurture/follow-up campaigns still need to be built. 6. Workflow Hygiene • Rename workflows so they’re understandable at a glance. • Remove unused/redundant workflows. • Optimize remaining workflows. 7. Testing (required before handoff — nothing has been tested end-to-end) Full end-to-end test covering: • All workflows, surveys, social workflows • Opportunities and pipeline automation • IG/FB message → contact creation (with and without phone number) • Google Calendar and Contacts integrations • AI knowledge base — review and improve as needed • All three transaction types — buyer, seller, tenant — through every lead source 8. Handoff / Training • Full walkthrough of the completed system: what each piece is, how to use it, where each function lives. • Live test session together covering buyer, seller, and tenant flows across all lead sources, so I can confirm everything works before sign-off.
Project ID: 40668764
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73 freelancers are bidding on average $171 CAD for this job

With my extensive 17+ years of experience as an AI Automation Architect and Senior IT Engineer, I am confident in my ability to automate your GoHighLevel sales processes and create the real estate systems you need. My core expertise lies in AI & Workflow Automation, as well as CRM & Funnel Automation, skills which align closely with the tasks you require for automation from integrating workflows and email templates to managing lead sources. Our collaboration holds a promise of robust IT infrastructure and stable automated systems. My resumé boasts successful deployments of automation solutions that replace redundant manual work; this will be reflected in the execution of your project, saving your team time and effort while increasing operational efficacy. I bring not just my technical skills but also my leadership capabilities. As an IT leader, I can ensure a smooth transition of the completed system, combined with a comprehensive walkthrough and training for your team's convenience. Choose me for a professional who appreciates that automation should not mean sacrificing human touch.
$100 CAD in 2 days
6.2
6.2

The main challenge here isn’t adding more GoHighLevel workflows; it’s fixing the data foundation first so automation doesn’t amplify existing inconsistencies. The incomplete FollowUpBoss migration, unstructured notes, bloated fields, and manual lead scoring should be cleaned up before rebuilding the sales flows. My approach would be to audit the current GHL setup, complete the FUB mapping, standardize fields/tags/custom values, and move scoring into GHL’s native engine. From there I’d build the buyer, seller, and tenant journeys around consistent triggers, lead sources, appointment booking, and follow-up sequences. I’d also treat the Twilio number port and Meta/IG/FB intake as dependencies, then test every entry path end-to-end. A key risk is duplicate contacts when leads arrive from multiple sources, especially messages without phone numbers, so matching and deduplication rules need to be defined before automation goes live. A few questions: Q1 - What is the current FUB export/API access, and how many contacts need to be migrated? Q2 - Which GHL pipeline stages and fields are already considered final? Q3 - For leads without phone numbers, should email/Instagram identity be the primary matching method? I’d be happy to work through the system systematically and leave it clean enough for your team to manage after handoff. Juan Pablo
$200 CAD in 1 day
6.0
6.0

Hi There! I specialize in GoHighLevel automation with a team of 62 professionals and 9+ years of experience. Here’s how we can help: 1. Complete FUB migration, field mapping, cleanup, Twilio porting, and GHL data foundation. 2. Build and optimize lead scoring, funnels, workflows, forms, Meta/IG integrations, calendars, rental flows, and nurture sequences. 3. Fully test buyer/seller/tenant journeys, fix gaps, and provide live walkthrough training. Would you like us to first audit the current GHL setup and prioritize the blocking migration and integrations?
$140 CAD in 7 days
5.3
5.3

Hello, I got that you are looking for a complete GoHighLevel sales automation system, with the blocking FollowUpBoss migration, Twilio number porting, native lead scoring, and reliable lead capture across Meta, website forms, social messages, and other sources. This is what I can help you with, let's chat. My approach is to first fix the data foundation and migration before adding automation, using GoHighLevel’s native CRM, Lead Scoring, Workflows, Custom Values, Forms, Calendars, and API integrations. I’ll map structured data hidden inside FUB notes into GHL custom fields, clean tags/fields, submit the Twilio port, connect lead sources, rebuild the rental flow, and create buyer/seller/tenant automation with real-time follow-up. I’ll then test every path end-to-end, including IG/FB messages with and without phone numbers, before handoff. As final deliverables you will receive the migrated and cleaned CRM, configured integrations, rebuilt survey/forms, rental workflow, nurture campaigns, email templates, organized workflows, scoring system, trigger/manual controls, calendar and contact sync, AI knowledge-base improvements, tested buyer/seller/tenant journeys, and full walkthrough with live testing. One thing I'd like to confirm before we start: do you already have admin access to FollowUpBoss, Twilio, Meta, website, Google Calendar, and the relevant lead-source accounts? Let's have a quick chat and I can map the implementation sequence with you. Best Regards, Imran
$90 CAD in 1 day
5.0
5.0

Greetings, I see you're looking to set up your GoHighLevel account for full-scale sales automation, ensuring that every new lead is seamlessly managed from start to finish. My approach would involve first completing your migration from FollowUpBoss, ensuring all your data is structured correctly and mapped into the right fields. Then, I would focus on cleaning up your contact fields and implementing custom values to streamline your workflows and email templates. After that, I would address the configuration gaps, ensuring your surveys, forms, and lead source integrations are working effectively. Finally, I’d conduct thorough testing to confirm that every part of the system operates smoothly before providing a detailed walkthrough for your team. My experience in CRM and workflow automation makes me confident that I can help you achieve your goals efficiently. Best regards, Muhammad Arshman
$120 CAD in 1 day
4.6
4.6

Hi there, You’re not just looking for GHL setup , you’re trying to remove the hidden breakpoints where leads stall, data stays messy, and follow-up depends on your team remembering what to do. I can help turn this into a clean automation system so every lead is routed, scored, nurtured, and handed off reliably across buyer, seller, and tenant flows. I’ve built and fixed CRM automation, workflow logic, custom fields/values, email templates, integrations, and booking/contact sync setups in GoHighLevel and related systems. I’ll clean up the migration from FollowUpBoss, map notes into the right custom fields, set up native lead scoring, connect forms, Meta/IG, Google Calendar, and review trigger links, manual triggers, and rental application flow so the whole stack works end to end. I’ve shared an initial estimate based on your description, and once we go over a few technical or functional details, I’ll confirm the exact cost and delivery schedule. Looking forward to a live walkthrough and test session so we can finalize the exact plan. Would you like the rental application to live inside one guided flow, or split into step-by-step pages with save-and-resume? Thanks, Asad
$75 CAD in 3 days
4.6
4.6

Hi, We can help you with your GoHighLevel requirements. Our team has hands-on experience with GoHighLevel CRM setup, sales pipelines, funnels, landing pages, workflows, email and SMS automation, calendars, lead management, forms, integrations, and ongoing support. Protovo Solutions LLP has been serving global clients since 2016, with more than 100 reviews on Freelancer. Please connect with us through chat to discuss the requirement. We are ready to get started. Kind regards, Protovo Solutions LLP
$250 CAD in 15 days
4.1
4.1

Yes, I can help configure and clean up your GoHighLevel system and build the complete real estate sales automation. I understand the FUB migration, Twilio number porting, contact/custom field cleanup, custom values, native lead scoring, Meta/IG integrations, forms, calendars, rental workflow, email nurturing, and workflow optimization requirements. I can also test the complete buyer, seller, and tenant journeys across all lead sources, including IG/FB messages, website forms, imports, and manual leads. Before handoff, I’ll provide a full walkthrough and live testing session so you can verify everything works end-to-end. I’m comfortable working with GHL, Twilio, Meta, CRM migrations, APIs, workflows, and automation, and can start immediately.
$250 CAD in 7 days
3.7
3.7

Hi, I would first clean and structure the GoHighLevel foundation, complete the FollowUpBoss migration and number porting, then build and connect the lead, rental, email, social, calendar, and pipeline workflows. I would test each buyer, seller, and tenant journey end to end before handoff. I am a GoHighLevel expert with experience in CRM automation, workflows, integrations, APIs, and lead management. I can review the existing setup, fix the gaps, optimize the system, and provide a complete walkthrough after testing.
$450 CAD in 10 days
3.8
3.8

Hi, your GoHighLevel system needs a clean data foundation to scale effectively. I will handle your FUB migration, fix your lead scoring, and build out the automated rental workflows you need for seamless operations. Let's discuss!
$140 CAD in 7 days
3.2
3.2

Hello, I can start immediately and bring your GoHighLevel sales automation to a working, end-to-end autopilot state, starting with the hard dependencies (FollowUpBoss migration gaps and Twilio porting) and then building the reliable data foundation for funnels, scoring, and appointment availability. I’ve worked extensively with GoHighLevel automation, CRM field design, workflow hygiene, native lead scoring, email/survey builds, and API-integrated call/text and calendar setups, which directly matches your requirements. My approach: map FUB notes into structured GHL custom fields, finalize Twilio and contact ingestion, rebuild the Survey to match the rental flow, wire website forms and lead sources into the right funnel, then implement the rental application process, nurture sequences, and manual trigger controls. Finally, I’ll run full end-to-end testing across buyer, seller, and tenant flows and deliver a walkthrough for sign-off. Regards,
$220 CAD in 14 days
3.1
3.1

I can configure and optimize your GoHighLevel system end-to-end, including FUB migration, custom fields/values, native lead scoring, Meta/IG/FB integrations, forms, calendars, rental workflows, nurture sequences, and workflow cleanup/testing. I’ll focus on building a reliable real-estate automation system that captures, qualifies, follows up, and routes leads automatically.
$140 CAD in 3 days
3.3
3.3

Hello, Your main priority is getting the GHL foundation correct before adding more automation especially the incomplete FollowUpBoss migration, Twilio number porting, contact/custom-field cleanup, native lead scoring, and reliable lead-source integrations. I can organize the system properly, map FUB notes into structured GHL fields, implement custom values, rebuild the rental flow, connect forms/Meta/Google Calendar, optimize workflows, and build the buyer, seller, and tenant automations around a clean CRM structure. I’ll also complete end-to-end testing across lead sources, including IG/FB messages without phone numbers, then provide a full walkthrough and live testing session. I can start immediately. Let’s connect and review the current GHL/FUB setup, existing workflows, and migration status so I can prioritize the blocking items first. Best Regards, Fizza
$140 CAD in 7 days
3.2
3.2

As a team at Web Crest, we have the perfect combination of skills and expertise needed for your project. With deep proficiency in CRM systems, email marketing, and hands-on experience with GoHighLevel, we are confident we can automate your sales to run on autopilot. Our knowledge extends to working with numerous industries and translating their unique requirements into automated systems. Regarding the migration and data foundation work, you can count on us to streamline these processes. We have a strong track record of managing complex data migrations effectively, ensuring all critical information maps correctly, and nothing is left to chance. We understand the need for well-structured contact fields and custom values that are easily manageable from one central point. We'll review your system foundation thoroughly before building more automation so that the subsequent workflows align perfectly. What sets us apart is our commitment to delivering scalable and maintainable solutions that cater to every aspect of your project's needs. Whether it's integrating different lead sources like Facebook/Meta Ads or optimizing workflow hygiene to enhance efficiency, we've got you covered. We recognize that testing is paramount before handoff and assure you that we'll leave no stone unturned in exercising full end-to-end testing
$100 CAD in 3 days
3.2
3.2

As an automation expert, I bring over 6 years of experience to the table in building and implementing CRM and workflow automation systems exactly like the one you're seeking for in GoHighLevel. I've had substantial experience in real estate, which has equipped me with an in-depth understanding of the needs and challenges faced by your industry. In fact, I have recent expertise in AI knowledge base management, working with Google Calendar and Contacts integrations, as well as setting up full stack platforms. With competence across Tagging, Custom Fields & Values to advanced workflow renaming and optimization, I ensure that your sales automation is smooth sailing. One of my major strengths lies in debugging and resolving the migration issues you currently face with GoHighLevel. Not only can I successfully complete the incomplete FUB migration but also undertake Twilio number porting as a matter of high priority-essential for your calls and texts going live. More significantly, I have extensive proficiency in crafting tailor-made automated workflows that can capture leads from various sources, including social media campaigns and realtor lead sources. My track record includes creating complex real estate lead capturing systems, precisely like what you require.
$30 CAD in 1 day
2.9
2.9

I can help configure your GoHighLevel account for full-scale sales automation, ensuring leads enter the right funnel and receive follow-up emails. My first step will be to assess the incomplete migration from FollowUpBoss and ensure all necessary data is properly mapped into GHL’s custom fields. Based in Toronto, I work efficiently and am always available to address your needs promptly.
$50 CAD in 3 days
2.9
2.9

Hello! I see you're looking to automate sales activities in your GoHighLevel account. My focus on CRM and marketing strategies can help you achieve seamless automation for your sales processes. With my experience in CRM systems and email marketing, I can tailor a solution that ensures your sales run on autopilot without missing leads or engagement opportunities. I specialize in creating workflows that enhance your sales funnel, ensuring you maximize conversions. Here's how I'll get you there: - Assess your current GoHighLevel setup to identify automation opportunities. - Create targeted email marketing campaigns that align with your sales goals. - Implement CRM strategies that nurture leads and drive conversions effectively. To get started, could you provide access to your GoHighLevel account and any specific sales goals or metrics you would like to achieve? I'm ready to dive in and create a customized automation solution for your sales needs. Next steps can be discussed here via Freelancer messages. Best regards, Jordan Rafael
$30 CAD in 2 days
0.0
0.0

As a seasoned Full Stack Developer and a Mobile App Developer, my skills and experiences align perfectly with the ambitious vision you have for automating your sales processes in GoHighLevel. I have successfully developed and deployed scalable web and mobile applications across various domains, paying keen attention to detail in transforming manual processes into automated ones at each step. My expertise in handling CRMs, like GoHighLevel, is unmatched. I have an extensive background in optimizing CRM systems and setting up integrated workflows that drive maximum results. From migrating data from FollowUpBoss CRM to a seamless phone number porting process, I will ensure all the necessary steps are carried out diligently for a successful transition. Additionally, my skill set also includes customizing contact fields, setting up lead scoring mechanisms, integrating lead sources, and more - precisely what your project demands to alleviate any existing configuration gaps in your system. Furthermore, my attention to hygiene maintains the sanity of systems I build. Be it renaming workflows for better understanding, removing redundant processes or optimizing the existing ones for improved efficiency; I have got it all covered. With over (insert relevant number) end-to-end tests under my belt, which include similar challenges as yours involving workflows, integrations and message aggregations; I am more than confident about delivering on this final front of your project goal.
$140 CAD in 7 days
0.0
0.0

Hello, I have thoroughly reviewed your project requirements for automating sales in GoHighLevel. I understand the need for full-scale sales automation, including lead funneling, email sequences, real-time lead scoring, and appointment scheduling. My goal is to streamline your sales processes efficiently and seamlessly integrate all lead sources into GoHighLevel. I am Aqsa Usman, a seasoned expert with 5 years of experience in GoHighLevel and marketing automation. I have successfully implemented similar automation projects in the past, ensuring optimal functionality and user experience. To get a better sense of my skills, please visit my portfolio: https://www.freelancer.pk/u/Aqsa4400 Let's discuss your project further. Please start a chat so we can delve into the specifics and tailor the solution to your unique requirements. Best regards, Aqsa Usman
$60 CAD in 2 days
0.0
0.0

You need the GHL account rebuilt from the data foundation upward, because adding more workflows before fixing the FUB migration, fields, tags, and phone port will create unreliable automation. I’ve built CRM, API, OAuth, messaging, calendar, email, and event-driven workflow systems with structured logging and failure handling. I’ll first audit FUB/GHL data, parse note content into mapped custom fields, deduplicate contacts, clean tags, implement custom values, and submit the Twilio port request with required documentation. Then I’ll configure native lead scoring, pipelines, surveys, website forms, calendars, Meta/Realtor lead sources, trigger links, manual actions, social intake, templates, and buyer/seller/tenant nurture flows. The rental journey will capture both enquiry and application data, confirm by SMS, update the contact, attach records, and create a human handoff. I’ll rename and remove redundant workflows, then test every source and transaction path with evidence before live training. Delivery: 3–4 weeks; carrier approval timing is external. How many FUB contacts, workflows, pipelines, and phone numbers are involved?
$140 CAD in 3 days
0.0
0.0

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