Automated Lead Capture + CRM Entry + Email Sequence

✅ What You’ll Learn

• How to build a lead capture form or landing page in HighLevel
• How to automatically store new leads in your CRM
• How to trigger a branded, automated email sequence to nurture leads

🔍 Before You Start

• You need a HighLevel account with admin access to your sub-account
• Have a basic offer or freebie in mind (e.g., checklist, consultation, free guide)
• Prepare your initial email sequence copy (at least 3 emails)
• Have a custom domain connected (recommended, but optional)

📘 Step-by-Step Instructions

🟦 Part 1: Create the Lead Capture Form or Page

1. Go to Sites → Funnels or Sites → Forms in your HighLevel account
2. Choose:
   • Funnel if you want a full landing page
   • Form if you want to embed on an existing page or site
3. For Funnels:
   • Create a new funnel → Add a step → Choose a template or start blank
   • Drag in a form block or CTA button
4. For Forms:
   • Create a new form → Add fields: name, email, phone (optional)
   • Customize styling and save the form

🟨 Part 2: Route Leads into CRM (Contacts)

1. Go to Automations → Click + Create Workflow
2. Choose Start From Scratch
3. Trigger: Choose Form Submitted or Funnel Form Submission
4. Action 1: Add Add Contact Tag → e.g. “Lead – Free Download”
5. Action 2: Add Add to Pipeline / Opportunity (optional)
6. Action 3: Add Send Email → this starts your sequence

🟩 Part 3: Build the Email Sequence

1. In the same workflow, add multiple “Send Email” actions
2. After each email, add a “Wait” step (e.g., 1–2 days)
3. Structure your sequence like:
   • Email 1 – “Here’s your free download”
   • Email 2 – “Quick tip on X”
   • Email 3 – “Ready to take the next step?”
4. Use dynamic tags like {{contact.first_name}} for personalization

🟧 Part 4: Test and Publish

1. Use Preview Mode to test your funnel or form
2. Submit a test lead → verify contact appears in CRM
3. Ensure the email sequence starts and delivers correctly
4. Review analytics for open/click rates inside the Workflow view

⚠️ Common Issues & Fixes

• Form not triggering workflow? — Check that the exact form is selected in the trigger step
• Emails not sending? — Ensure your domain is properly authenticated with SPF/DKIM
• Landing page not loading on your domain? — Re-check CNAME setup or assign funnel to correct domain

🧰 Tools & Pricing Breakdown

• HighLevel (Starter Plan) – $97/month
• Custom Domain – ~$12/year (GoDaddy, Cloudflare, etc.)
• Email Deliverability Add-Ons (optional) – Free or premium depending on SMTP setup