14d • General Discussion
Hey Everyone!
I wanted to share something I recently built and get your feedback.
I just completed an end-to-end automation system using Jotform, Make, Salesforce, and GoHighLevel.
What this system handles:
- New lead intake from Jotform
- Automatic Salesforce checks (existing applicant or new)
- Household creation when a spouse is involved
- Auto-attachment of Jotform PDFs to the correct applicant
- Backend document uploads auto-attached to Salesforce
- GoHighLevel handling follow-ups, SMS, emails, emails, and pipeline updates
The main goal was to eliminate manual work, avoid duplicate records, and make follow-ups fully reliable.
I’m sharing:
- Workflow images (logic + scenarios)
Would genuinely love feedback on:
- System design
- Logic flow
- Anything you’d improve or simplify
Appreciate being part of this community 🙌
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