Capture
Define where leads enter, what consent/source data you retain, and which pipeline or owner receives them.
Nurture and book
Separate immediate response, reminders, longer nurture and human handoff. Calendar automation should account for availability, reminders, rescheduling and no-shows.
Measure outcomes
Track lead to booked appointment to qualified opportunity or customer.
Platform connection
HighLevel currently combines workflows, CRM/pipelines, calendars, email/SMS and calling.