In the fast-paced world of loan financing, time is money and missed leads often mean missed opportunities. At Hike Branding, we specialize in helping businesses eliminate manual work, streamline processes, and boost conversions through smart automation.
Recently, we partnered with a loan financing company that was struggling with scattered lead data, delayed follow-ups, and a tedious scheduling process.
Our goal? To build a fully automated lead and calendar system using GoHighLevel and Zapier.
The Challenge
The client was receiving leads from various third-party platforms, but there was no centralized system to manage them. Follow-ups were inconsistent, team notifications were manual, and booking consultations required back-and-forth communication.
They needed:
- A single hub for all incoming leads
- Automated follow-ups to boost response rates
- Streamlined calendar bookings with dynamic availability
- Instant internal alerts for new opportunities
Our Solution
Our GoHighLevel experts at Hike Branding developed a complete automation flow tailored for their loan business:
- Zapier Integration:Automatically create contacts in GoHighLevel from third-party lead sources.
- Custom CRM Fields:Capture essential loan details for better lead profiling.
- Automated Follow-Ups:Email and SMS workflows to engage leads instantly.
- Internal Notifications:Instant alerts for the sales team on new or updated leads.
- GHL Calendar Setup:Dynamic availability and automated booking confirmations.
- Personalized Booking Links:Simple, client-friendly scheduling without the back-and-forth.
The Result
The new system works seamlessly in the background, allowing the client to:
- Save hours of manual data entry each week
- Respond to leads instantly, improving conversion rates
- Increase booked consultations without extra staff effort
By combining GoHighLevel’s CRM power with Zapier’s automation capabilities, we created an end-to-end system that not only improves efficiency but also drives measurable results.
Ready to Automate Your Finance Business?
Whether you’re a small finance startup or a leading loan firm, our automation experts at Hike Branding can design a custom solution that fits your workflow and scales with your business.
Let’s make your leads work harder and your team work smarter.
