Quick overview
Quick overview This workflow receives step-based form submissions for a guided home-services sales call, then syncs contacts and opportunities to GoHighLevel, calculates a dynamic price range, and generates closing phrases with OpenAI, optionally creating won customers in Housecall Pro and returning JSON to the front end. How it works Receives a POST webhook request containing form data for the current call step and normalizes the fields into a consistent structure. Routes the request by step_type to handle customer info, service selection, pricing, AI closing language, or the final outcome. For customer_info, creates or updates the contact in GoHighLevel with the customer’s details and property/service custom fields. For service_selection, branches by service type and returns a list of next questions to ask, including a driveway-size prompt when pressure washing surfaces include a driveway. For pricing_request, calculates a min/max price estimate in code using service type and property details, then formats it into a display-ready price range string. For ai_closing, sends the call context to OpenAI and parses the response into a structured set of 2–3 closing phrases plus brief reasoning. For final_outcome, creates the corresponding GoHighLevel pipeline opportunity (won/thinking/lost) and, if won, also creates the customer in Housecall Pro before returning the result as JSON. Setup Add API credentials for GoHighLevel and Housecall Pro, and an OpenAI API key/credential for the chat model used to generate closing phrases. Replace the YOUR_* placeholders for GoHighLevel location ID, pipeline ID, and the won/thinking/lost stage IDs, plus the API keys used in the HTTP requests. Configure your CSR front end (or form tool) to POST to the webhook URL and include a step_type value of customer_info, service_selection, pricing_request, ai_closing, or final_outcome along with the expected fields (for example service_type, property_sqft, and call_outcome). An n8n automation workflow template by Joseph Fadero.
Joseph Fadero
web
paid
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