Automation

new work

A form comes in, the survey is booked.

When a form is submitted in GoHighLevel, an agent checks the contact is new, creates the opportunity, books the next free survey and texts them the time from your sub-account. On the day, whoever from your field service team is going asks on Teams who it's with and gets the name and company.

works with
GoHighLevel
how it runs
Built once in Agent Builder, then runs on its own.

how it runs

From the form to Friday at 11:00.

Describe the agent once, watch it book Sophie Lang's survey, then see who Friday's 11:00 is with.

01

Describe it

Say what a new form should do. Agent Builder plans the duplicate check, the survey and the text.

One sentence to describe it

01 / 03

before and after

The same form, two ways.

Sophie Lang submits a lighting survey form at 09:20 on Monday, for Harbour Studios.

  1. The form

    Without Centrus: Sits in GoHighLevel until someone rings

    With Centrus: Read as it comes in, checked for a duplicate

  2. The survey

    Without Centrus: The next slot found by opening the calendar

    With Centrus: Fri 16/10 at 11:00, the next free hour

  3. The text

    Without Centrus: Typed out, if anyone remembers

    With Centrus: Sent from the sub-account, with the time

  4. Friday

    Without Centrus: Sarah asks who she is meeting

    With Centrus: Sophie Lang, Harbour Studios, from the calendar

Centrus AI

in the 30 minutes

  1. 01We start with how your operation actually runs, on the desk and in the field.
  2. 02We show "GoHighLevel form leads booked in as surveys" on a setup that matches yours.
  3. 03We pick out the admin that should run itself first.

Book 30 minutes. Watch it run once.

Found the agent you need, or doing something that isn't on the list? Bring the job you want handed over, and we will show it on a setup like yours. You leave with a plan.

30 minutes / UK team / No lock-inOr see pricing