<aside>

Goal

Automate the complete client lifecycle from signup to purchase using GoHighLevel webhooks, with real-time database synchronization and AI-powered sales journey reporting.

Solution

• Listens to GoHighLevel webhook events for signup, appointment booking, status changes, and payments
• Synchronizes client data in real-time between GHL and Supabase for enhanced tracking
• AI reporting agent provides intelligent sales journey analysis with conversational interface
• Complete audit trail of customer interactions from first contact to purchase
• Postgres chat memory enables contextual conversations about client data

Features

• Multi-trigger automation: Responds to 4 different GHL webhook events
• Real-time data sync: Instant updates between CRM and custom database
• AI-powered reporting: Natural language queries about sales performance
• Complete customer journey tracking: Signup → Appointment → Status → Payment
• Intelligent data cleaning: Removes null/empty values before database insertion
• Conversational analytics: Chat interface for sales journey insights

Steps

1. Signup Flow

Node: Webhook Signup

Purpose: Captures new lead signups from GoHighLevel when "signup" tag is applied.

Configuration:

• Method: POST
• Path: /webhook/signup
• Trigger: GHL "signup" tag applied to contact

Data Processing:

• Code Node: Cleans incoming data (removes null/empty values)
• Supabase Insert: Creates new customer record with signup data

Fields Captured:

• full_name, email, first_name
• Business Industry
• signup_date_created

2. Appointment Booked Flow

Node: Webhook Appointment Booked

Purpose: Updates customer record when appointment is scheduled in GHL.

Configuration:

• Method: POST
• Path: /webhook/appointment-booked
• Trigger: GHL appointment booking event

Data Processing:

• Edit Fields Node: Extracts email and appointment_booked_date
• Supabase Update: Updates existing customer record by email

Fields Updated:

• appointment_booked_date

3. Appointment Status Flow

Node: Webhook Appointment Status

Purpose: Tracks appointment status changes (Confirmed, Showed, No-show, Cancelled, Rescheduled).

Configuration:

• Method: POST
• Path: /webhook/appointment-status
• Trigger: GHL appointment status change

Data Processing:

• Edit Fields Node: Extracts email, status, and timestamp
• Supabase Update: Updates appointment status fields

Fields Updated:

• appointment_status
• appointment_status_date_created

4. Payment Flow

Node: Webhook Payment

Purpose: Records successful payments when "invoice_payment_succeeded" tag is applied.

Configuration:

• Method: POST
• Path: /webhook/payment
• Trigger: GHL payment success event

Data Processing:

• Edit Fields Node: Processes payment data
• Supabase Update: Updates purchase confirmation fields

Completes Journey: Signup → Appointment → Purchase tracking

5. AI Reporting Agent

Node: AI Agent (LangChain)

Purpose: Provides conversational analytics and sales journey reporting.

Configuration:

• Model: GPT-4o-mini (OpenAI)
• Memory: Postgres Chat Memory for conversation context
• Tools: Supabase database access for real-time queries

System Prompt:

`You are a reporting assistant for Local Business Pro. Generate clear sales journey reports based on company database.

Database fields:

• Signups: full_name, email, business_industry, signup_date_created
• Appointments: appointment_booked_date, appointment_status, appointment_status_date_created
• Sales: purchase_status, purchase_date

Allow filtering by:

• Individual: "Show me James' journey"
• Industry: "Show me all in Lawn Care"
• Status: "Show me confirmed appointments this week"
• Outcome: "Show me all who purchased after showing up"`

Capabilities:

• Individual customer journey tracking
• Industry-based reporting
• Status filtering and analysis
• Purchase conversion tracking
• Timeline visualization

Tools Used

• n8n: Workflow automation and webhook handling
• GoHighLevel: CRM system firing webhooks for all customer events
• Supabase: Real-time database for enhanced customer data storage
• OpenAI GPT-4o-mini: AI model for intelligent reporting
• Postgres: Chat memory storage for conversational context
• LangChain: AI agent framework for tool integration

Impact

• Complete automation of customer lifecycle tracking from GHL to custom database
• Real-time synchronization ensures data consistency across systems
• AI-powered analytics enables natural language sales reporting
• Enhanced customer insights beyond standard GHL reporting capabilities
• Scalable architecture supports multiple webhook events and data sources
• Conversational interface makes data accessible to non-technical users

Learnings

</aside>

📂 Download & Explore the Workflow :

GHL-Enhanced Client Journey Automation (json).json

View GitHub Repository :

GHL-Enhanced-Client-Journey-Automation-n8n/GHL-Enhanced Client Journey Automation (json).json at main · AlvLeoAI/GHL-Enhanced-Client-Journey-Automation-n8n