🌍 Overview

The client wanted a fully automated process for creating new GHL CRM subaccounts whenever a customer submitted their basic details through a GHL form.

Before this automation:

• Subaccounts had to be manually created and configured, including workflows, funnels, popups, and service subscriptions.
• Support teams manually scheduled follow-ups, created tickets, sent contracts, and updated multiple systems.
• Manual processes were time-consuming, error-prone, and inconsistent.

I built a custom automation system that:

• Automatically creates a GHL subaccount with a snapshot of workflows, funnels, and basic setup
• Creates a support ticket in HubSpot for the next steps
• Schedules follow-up meetings for the customer support team
• Generates popups and subscribes customers to services based on their plan
• Adds entries to Google Sheets
• Sends Slack notifications to relevant channels
• Sends the initial contract for signature to the customer

✨ Key Business Benefits

• Reduced manual labor for support staff
• Automated mundane tasks, freeing teams to focus on high-value work
• Improved accuracy and consistency in subaccount setup and onboarding
• Scalable for onboarding multiple customers simultaneously