Work / Case study
AI written texts and emails for every new lead in Close CRM
Each new lead in Close gets a first message written for them by AI, sent by text or email depending on the type of lead.
The problem
New leads waited for a rep to write the first message, and the generic templates were being ignored.
What I built
New lead→Paths→AI message→Text or email in Close
- A new lead in Close starts the automation.
- Paths split leads by type.
- ChatGPT writes a personal message for each path.
- Each path splits again by channel and sends the text or email from Close.
Every new lead gets a replyEvery lead gets a quick, personal first message, logged in the CRM.
Services used: GoHighLevel & CRM, Workflow Automation.
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