- The Need for Automated Contact Follower Management
- Setting Up Automation in Workflows
- Adding and Removing Contact Followers
- Creating a Smart List for Followers
- Benefits of Automating Contact Follower Management
- Increased Efficiency
- Enhanced Collaboration
- Streamlined Workflow
- Conclusion
In today’s blog, we’re going to explore an exciting new feature that allows you to automate contact follower management within HighLevel CRM. Previously, adding followers to contacts was a manual and tedious process, but now, it’s streamlined and efficient. Let’s dive into how this automation works and how it can benefit your business.
The Need for Automated Contact Follower Management
Managing contact followers manually can be time-consuming and prone to errors. Whether you’re handling leads from social media, emails, or other channels, keeping track of who should follow up with which contacts is crucial for maintaining smooth operations. This new feature in HighLevel CRM automates the process, ensuring that the right team members are always assigned to the appropriate contacts without any manual intervention.
Setting Up Automation in Workflows
Step 1: Create a New Workflow
To begin, navigate to the automations section in HighLevel and open a new workflow. This is where you’ll set up the rules for automating contact follower management.
Step 2: Define Your Trigger
For this example, let’s consider contacts coming through Instagram. Set up your workflow to trigger when someone responds with a specific keyword on Instagram. This ensures that every time a lead interacts via Instagram, the workflow will automatically initiate.
Adding and Removing Contact Followers
Step 3: Add a Contact Follower
In the workflow editor, click the plus sign to add a new action. Scroll down to the contact section, and you will see the options to add and remove contact followers. Select “Add Contact Follower.”
Step 4: Assign the Follower
Choose the team member who will be following this contact. For example, you can add your appointment setter as the follower. This step ensures that every new contact is automatically assigned to the appropriate team member.
Step 5: Save and Assign Task
After assigning the follower, you can also assign a task to them. This keeps your team informed about their responsibilities without the need for manual updates.
Creating a Smart List for Followers
Step 6: Log in as the Assigned Follower
To ensure your team members can easily manage their assigned contacts, set up a smart list. Log in as the appointment setter and create a smart list that filters contacts based on who is following them.
Step 7: Manage Contacts Efficiently
With the smart list in place, the assigned team member can see all the contacts they are following. This list is automatically updated as new contacts are assigned through the workflow, making it easy for your team to know whom they should engage with.
Benefits of Automating Contact Follower Management
Increased Efficiency
By automating the process, you eliminate the need for manual updates, saving time and reducing the risk of errors. Your team can focus on engaging with leads rather than managing assignments.
Enhanced Collaboration
Automation ensures that every contact is assigned to the right person promptly. This enhances collaboration and ensures that no leads fall through the cracks.
Streamlined Workflow
With automated follower management, your workflow becomes smoother and more efficient. Team members can access their lists and know exactly whom they need to follow up with, leading to better customer relationship management.
Conclusion
Automating contact follower management in HighLevel CRM is a game-changer for businesses looking to streamline their processes and enhance team efficiency. By setting up workflows that automatically assign followers and tasks, you can ensure that your team stays organized and focused on engaging with leads.
