Make.com AI Automation SOP for Agencies and Freelancers
Automate complex workflows using Make.com’s AI-automation platform. Learn how to connect 3 000+ apps, including GoHighLevel, to streamline lead capture, content, follow-up and reporting—all with adaptive AI Agents and no code.
TL;DR
Make.com’s AI automation tools let you create adaptive no-code workflows that sync with GoHighLevel and 3 000+ other apps. Use it to automate lead capture, data enrichment, follow-ups, and AI content tasks. You’ll define triggers, agents and actions, then track results in dashboards.
Start building adaptive, AI-driven workflows today:
👉 https://www.make.com/en/ai-automation/?pc=details
Goal
Help you integrate Make.com AI Automation with GoHighLevel to reduce manual tasks, improve client delivery, and scale marketing operations efficiently across pipelines, conversations and reporting.
What you set up
- Make.com account and access to AI Automation / Agents module
- GoHighLevel account (agency or sub-account)
- API keys for GoHighLevel connection
- Scenario linking between GHL and Make (triggers, actions, or both)
- Tracking and logging to monitor automation results
- Human-in-loop checkpoints for quality assurance
How to Use Make.com with GoHighLevel
Step-by-Step Integration
- Connect GoHighLevel to Make.com
- In GoHighLevel, go to Settings → Company → API Keys
- Copy the API key and paste it into Make.com when setting up the GoHighLevel module.
- Authorize access to your sub-accounts or client accounts.
- Choose Trigger Events in GHL
Examples:- New Lead Added
- Pipeline Stage Changed
- Appointment Booked
- Form Submitted
- Conversation Message Received
- Define AI Actions in Make.com
Use AI Agents to process incoming GHL data automatically:- Lead Qualification: Analyze messages, assign score, tag as cold/warm/hot
- Auto-Response: Draft replies or SMS messages using contextual AI
- Smart Routing: Forward leads to appropriate team or campaign based on intent
- Summarization: Summarize conversations for CRM notes
- Use GoHighLevel as Action Endpoint
After AI Agents act, send the result back into GHL:- Update contact tags or notes
- Trigger follow-up workflows or campaigns
- Create new opportunities or move stages
- Send internal notifications or Slack messages
- Sync Reporting Data
Make can pull stats (task count, lead scores, message sentiment) and update dashboards in GHL or Google Sheets for visibility.
Example Automation Scenarios
| Scenario | Trigger | AI Agent Task | Action |
|---|---|---|---|
| Lead Nurture | New Lead in GHL | Classify intent + write welcome email | Send email via GHL campaign |
| Missed Call Follow-up | Missed Call Event | Generate personalized text | Send SMS via GHL |
| Conversation Summary | New Message | Summarize dialogue + sentiment | Add note in GHL contact record |
| Pipeline Movement | Stage Change | Predict next best action | Update task + notify sales team |
| Content Distribution | New GHL Post | Repurpose post with AI | Publish variations via connected social apps |
Benefits
- No-code automation between GoHighLevel and 3 000+ tools
- Real-time AI decisions for better lead management
- Unified workflows across CRM, email, chat, and social
- Reduced human error and faster follow-ups
- Customizable prompts for different client niches
Common Use Cases
- Marketing agencies automating follow-ups for all clients
- Med spas syncing lead capture → AI qualification → nurture
- Real estate teams automating appointment confirmations
- Coaches filtering inquiries by urgency and sending auto-replies
- SaaS agencies syncing onboarding sequences across tools
Practical Tip
Start simple: automate one GHL trigger and one AI action. For example, “New Lead → AI qualify → tag + send SMS.” Once that works reliably, expand to multi-step workflows with conditional logic.
Recommended Stack
| Tool | Purpose |
|---|---|
| GoHighLevel | CRM, funnels, automation engine |
| Make.com AI Agents | AI processing, multi-app integration |
| Google Sheets / Data Studio | Analytics and reporting |
| OpenAI / Claude via Make | Natural-language reasoning for custom AI actions |
Automate your GoHighLevel workflows and scale your agency faster with Make.com AI Automation.
Start building adaptive, AI-driven workflows today:
👉 https://www.make.com/en/ai-automation/?pc=details