GHL SMS Quote Automation Guide

See how you can build an SMS Quote Automation workflow in GHL. You will learn how to reply fast, gather key details, and alert your team.

What you’ll see:

• Start the workflow when a quote form is sent.
• Send a clear SMS to the new lead.
• Wait for the lead to reply.
• Alert the right team member with the lead’s details.

When someone asks for a quote, they are already interested. They have taken the time to fill out your form and share their details. That is your cue to reply while the request is still fresh.

A slow reply can cost you the lead. They may contact another business, get busy, or forget about the request. SMS Quote Automation helps you send a clear reply right away without waiting for someone on your team to step in.

The first message does not need to be clever. It only needs to confirm the request and ask the lead to reply. Once they answer, GHL can ask for more details about the job.

This gives you useful information before a team member takes over. You can see what the lead needs, how urgent the request is, and who should handle it. That means less back and forth and a better first conversation.

This setup works well for agencies, contractors, consultants, and local service businesses. You still handle the real sales conversation. GHL simply takes care of the early steps, so you can respond faster and keep good leads from going cold.

You’ll build this SMS Quote Automation workflow inside the Automation area of your GHL sub-account. It connects your quote form to two SMS messages, two reply wait steps, and one team notification.

Before you start, check that your quote form includes a phone number field. The steps below show you how to build, test, and publish the workflow so you can reply faster and give your team the details they need.

• Access the Workflow Builder from the Automation Section.
• Rename Your Workflow and Set the Form Submitted Trigger.
• Rename the Form Submitted Trigger and Add a Filter.
• Set the Quote Form as the Filter Before Saving the Trigger.
• Search for and Add a Send SMS Action Element.
• Add the SMS Quote Message.
• Search for and Add a Wait Action Element.
• Rename the Wait Action Element and Set the Wait Type.
• Search for and Add Another Send SMS Action Element Under the Contact Replied Branch.
• Add the SMS Project Details Message.
• Search for and Add Another Wait Action Element.
• Rename the Wait Action Element and Set the Wait Type.
• Search for and Add the Send Internal Notification Action Element.
• Set the Action Name and Create the Internal Notification.
• Set the Redirect Page and Team Assignee.
• Publish and Save Your Workflow.

To start, make sure you are logged in to your GoHighLevel sub-account. You also have created a quote form with a phone number field.

• Create your SMS Quote Automation workflow using the Workflow Builder in the Automation section.

1.1 Click Automation.

• You will be taken to the Workflows tab by default.

1.2 Click Workflows.

• You will see a list of workflows, along with options such as Create Folder, Build Using AI, and + Create Workflow.

1.3 Click + Create Workflow.

• A dropdown menu will appear with several options, including + Start from Scratch.

1.4 Click + Start from Scratch.

• You will be taken to the Workflow Builder.

• Rename your SMS Quote Automation workflow, then set the Form Submitted trigger.

2.1 Rename your workflow.

• Click the Pencil icon at the top of the Workflow Builder and enter a new name for your workflow.

2.2 Click Add New Trigger.

• The trigger library will appear, where you can search for and select a trigger.

2.3 Search for and select Form Submitted.

• You will be taken to the Form Submitted trigger settings page.

• Give the Form Submitted trigger a clear name, then add a filter.

3.1 Rename the Form Submitted trigger.

• This makes it easier to identify on the SMS Quote Automation workflow canvas.

3.2 Click Add Filters.

• A drop-down filter will appear below the Add Filters button.

• Choose Form is as the filter, then select the specific quote form you want to use for this workflow before saving the trigger.

4.1 Select Form is from the first drop-down filter.

• Another drop-down filter will appear below the first filter.

4.2 Choose the quote form you want to choose for this workflow

• The form should appear in the second drop-down filter.

4.3 Click Save Trigger.

• The trigger will now appear on the workflow canvas.

• Click Add New Element, then search for and select the Send SMS action element.

5.1 Click Add New Element.

• The action library will appear on the right side of the canvas.

5.2 Search for and select Send SMS.

• You will be taken to the Send SMS settings.

• Rename the action element, then enter the SMS message before saving the action.

6.1 Rename the action element.

• This makes it easier to identify on the workflow canvas.

6.2 Enter the SMS quote body.

• Keep the message clear, polite, and helpful.

6.3 Click Save Action.

• The Send SMS action element will now appear on the SMS Quote Automation workflow canvas.

• Click Add New Element, then search for and select the Wait action element.

7.1 Click Add New Element.

• The action library will appear on the right side of the canvas.

7.2 Search for and select Wait.

• You will be taken to the Wait settings.

• Rename the action element and select the Until the contact replies Wait type.

8.1 Rename the Wait action element.

• This makes the workflow easier to read on the SMS Quote Automation workflow canvas.

8.2 Select the Until the contact replies option.

8.3 Select the previously created Send SMS action element.

• The Send SMS action name should appear in the dropdown options.

8.4 Set the Timeout

8.5 Click Save Action.

• The Wait action element will now appear on the workflow canvas.

• Click Add New Element, then search for and select the Send SMS action element under the contact replied branch.

9.1 Click Add New Element.

• The action library will appear on the right side of the canvas.

9.2 Search for and select Send SMS.

• You will be taken to the Send SMS settings.

• Type in the action element name, then set the SMS message before saving this element.

10.1 Rename the action element.

• This makes it easier to identify on the workflow canvas.

10.2 Enter and ask for the SMS project quote body.

• Keep the message clear, polite, and helpful.

10.3 Click Save Action.

• The Send SMS action element will now appear on the SMS Quote Automation workflow canvas.

• Click Add New Element, then search for and select the Wait action element.

11.1 Click Add New Element.

• The action library will appear on the right side of the canvas.

11.2 Search for and select Wait.

• You will be taken to the Wait settings.

• Rename the action element and select the Until the contact replies Wait type.

12.1 Rename the Wait action element.

• This makes the workflow easier to read on the workflow canvas.

12.2 Select the Until the contact replies option.

12.3 Select the previously created Send SMS action element.

• The Send SMS action name should appear in the dropdown options.

12.4 Click Save Action.

• The Wait action element will now appear on the SMS Quote Automation workflow canvas.

• Click Add New Element, then search for and select the Send Internal Notification action element.

13.1 Click Add New Element.

• The action library will appear on the right side of the canvas.

13.2 Search for and select the Send Internal Notification action element.

• You will be taken to the Send Internal Notification settings page.

• Rename the Send Internal Notification action element, then create the notification for your team.

14.1 Rename the Send Internal Notification action element.

• Use a clear and simple name.

14.2 Choose the Notification Type.

• The Title, Message, and other notification fields will appear for you to complete.

14.3 Enter the notification title.

• Keep it short and easy to understand.

14.4 Enter the Send Internal Notification message for your team.

• Write clear instructions so your team knows what to do next.
• Add the appropriate custom values as well so the team member can easily identify the client’s project details.

• Set the redirect page so your team can open the conversation directly from the notification. Then choose who will give the quote for the client’s project.

15.1 Set the Redirect Page to Conversation.

15.2 Choose the User Type.

• For this example, Particular User is selected.

15.3 Click the Save Action button.

• The action element will now appear on the SMS Quote Automation workflow canvas.

• Turn on Publish, then save your workflow.

16.1 Turn on the Publish toggle.

• The toggle will turn blue to show that the workflow is active.

16.2 Click Save.

• The red dot on the Save button will disappear, confirming that your SMS Quote Automation workflow has been saved.

Your SMS Quote Automation works best when each message is clear and easy to answer. You do not need fancy wording. You just need to help the lead understand what to do next.

Use these tips to keep the conversation moving:

• Keep the first SMS focused on confirming the quote request.
• Ask one clear question at a time.
• Use the lead’s first name when it feels natural.
• Keep the second SMS focused on the project details you need.
• Set a timeout on each wait step when needed.
• Test every custom value before you publish the workflow.
• Make sure the team notification includes the lead’s name, phone number, and reply.
• Respect SMS consent and Do Not Disturb settings.

A simple message usually gets a better response than a long one. Your goal is to make replying easy, collect the right details, and give your team a clean handoff.

Fast replies give your team a better start. You can see the lead’s details and latest text before you answer.

SMS Quote Automation also helps with common follow-up issues:

• You know what the lead needs.
• You get key details sooner.
• The right team member gets the request.
• Your staff checks fewer inboxes.
• The handoff feels clear and smooth.

For example, you can ask about the job, place, and timing before a team member steps in. The workflow handles the first steps, so you can focus on the real chat and move the quote ahead.

SMS Quote Automation is simple once each step is set up the right way. These answers cover the main questions you may have as you build, test, and use the workflow in GHL.

A fast reply can help you keep a good lead from going cold. With SMS Quote Automation, you can confirm the request, ask for key details, and alert the right team member without watching the inbox all day.

Each step has a clear job. Test the form trigger, both SMS messages, the wait actions, and the team alert before you publish the workflow.

Once it is live, your team gets the lead’s details before they reply. You spend less time on basic follow-up and more time helping the lead move ahead.

Build the workflow, run a full test, and make sure each reply follows the right path. Then publish it and let GHL handle the first steps while your team takes care of the quote.