Description
Summary GoHighLevel + Zapier Automation Specialist We are seeking an experienced GoHighLevel and Zapier automation specialist to complete and optimize our sales and operations workflows. We use: GoHighLevel as our sales CRM Customer Factor for estimates, scheduling, jobs, invoices, and payments Zapier/LeadConnector to connect the systems A GoHighLevel website with residential instant estimates and commercial quote-request forms Project Scope We need someone who can review our existing setup, recommend improvements, build the remaining automations, test the complete system, and provide documentation. The project will include: Residential and commercial lead qualification workflows Required-field verification before leads are synchronized GoHighLevel-to-Customer Factor prospect creation and updates Duplicate contact, opportunity, and prospect prevention Customer Factor-to-GoHighLevel pipeline updates Staff task creation and assignment Proposal follow-up workflows Scheduling follow-up workflows Management escalations Post-service review requests Zap failure alerts and exception reporting Data logging and audit trails Full workflow testing and administrator documentation Current Pipeline Our planned GoHighLevel pipeline includes: New Lead → Qualified Verification → Ready for Customer Factor → Customer Factor Synced → Proposal Sent → Proposal Viewed → Proposal Accepted → Scheduled → Completed Residential and commercial leads require separate verification workflows. Missing information must stop the sync process and create a task for our receptionist. Successfully verified leads should be synchronized with Customer Factor without creating estimates or invoices automatically. Task and Escalation Structure Routine lead, proposal, and scheduling tasks will be assigned to our receptionist. Management escalations, serious automation failures, and high-priority overdue items will be assigned to Mgr. Proposal follow-up is planned for Days 2, 6, 10, and 15, with management escalation on Day 15. Required Experience Applicants should have strong experience with: Advanced GoHighLevel workflows GoHighLevel opportunity pipelines and tasks Zapier Paths, Filters, Delays, Tables, and error handling LeadConnector Webhooks and APIs CRM duplicate prevention Two-way system integrations Data validation Audit logs and failure alerts Experience with Customer Factor or another field-service management platform is strongly preferred. Deliverables The final system must include: Completed and tested workflows Clearly named and organized Zaps Field-mapping documentation Duplicate-prevention rules Error handling and failure notifications Workflow and integration testing Visual system map Administrator handoff documentation Recorded walkthrough or training session