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CRM migration / GoHighLevel
CRM migration + AI lead capture.
A centralized sales pipeline for website forms, inbound calls, AI-extracted call details, stage movement, and team tasks.
WordPress
GoHighLevel
CallRail
MakeAI extraction
01 / System map
All lead sources feed one sales pipeline.
Website forms and phone calls no longer live in separate places. The CRM becomes the operating view for the team.
Lead sourcesWebsite formsMultiple form submissions enter through webhooks.Inbound callsCall transcript and caller details enter the workflow.
Website formsMultiple form submissions enter through webhooks.Inbound callsCall transcript and caller details enter the workflow.OrchestrationFind, enrich, create, routeMake checks records, extracts useful call details, and updates GHL.
Find, enrich, create, routeMake checks records, extracts useful call details, and updates GHL.CRM outputContact + opportunity + taskLead lands in the right pipeline stage with context attached.
Contact + opportunity + taskLead lands in the right pipeline stage with context attached.02 / Workflow path
Lead details are captured before they disappear.
The system turns unstructured calls and form submissions into actionable CRM records.
03 / Backend logic
The CRM gets useful context, not just a name and phone number.
AI extraction turns calls into structured sales fields that help the team prioritize and follow up properly.
TriggerNew web form or CallRail call
AI
Call summaryQuestions, concerns, next step, and internal notes.
→$
Sales contextBudget, colour, suburb, address, and number of windows.
→✓
Pipeline actionCreate opportunity, assign task, move stage after booking.
→04 / Value created
The sales process becomes visible and easier to manage.
The team sees leads, tasks, appointments, notes, and next steps in one place instead of jumping between tools.
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