Real Estate Setup in GoHighLevel
If you are moving from tools like ClickUp into a complete real estate marketing and sales platform, GoHighLevel gives you a structured way to capture, nurture, and convert leads using the Pipeline Pro playbook. This how-to guide walks you step by step through getting started as a real estate agent so you can go from initial configuration to running live campaigns quickly.
This article is based on the official Pipeline Pro Real Estate playbook found on the GoHighLevel help center and translates it into a clear, actionable setup plan.
What You Need Before Setting Up GoHighLevel
Before you follow the Pipeline Pro steps, make sure you have the following ready so your GoHighLevel account can be configured in one smooth pass.
- Active GoHighLevel account with admin access.
- Access to your email domain and DNS records.
- Facebook Business Manager and ad account (if running ads).
- Google account for tracking and analytics (recommended).
- Your current contact lists exported from other tools.
Having this information available ensures each part of the Pipeline Pro playbook can be implemented without delays.
Core Concepts in GoHighLevel for Real Estate
The Pipeline Pro playbook for real estate agents inside GoHighLevel is built around a few core components:
- Pipelines – Visual stages that track leads from new inquiry through closing.
- Funnels and Websites – Lead capture pages, home valuation funnels, and landing pages.
- Workflows – Automated follow-up sequences for buyers, sellers, and past clients.
- Calendars – Booking systems for appointments, consultations, and showings.
- Conversations – Unified inbox for SMS, email, calls, and social messages.
Every step in the Pipeline Pro framework aligns these elements so that your GoHighLevel workspace behaves like a complete real estate operating system.
Step 1: Access the Pipeline Pro Real Estate Playbook in GoHighLevel
The first step is to access the official Real Estate playbook so your GoHighLevel account uses the recommended layouts and automations.
- Log in to your GoHighLevel dashboard as an administrator.
- Navigate to the help center link for the Pipeline Pro playbook: Pipeline Pro Real Estate Getting Started.
- Review the overview sections so you understand how pipelines, campaigns, and triggers are connected.
- Keep the playbook page open in a separate tab while you configure your account.
Using the official real estate playbook ensures your GoHighLevel setup follows best practices for agents and teams.
Step 2: Configure Your Real Estate Pipeline in GoHighLevel
A properly configured pipeline is the foundation of your real estate process in GoHighLevel.
Set Up Your Real Estate Pipeline Stages
- In GoHighLevel, go to Opportunities and open the Pipelines settings.
- Create or select your Real Estate pipeline recommended in the Pipeline Pro playbook.
- Add or confirm stages such as:
- New Lead
- Attempted Contact
- Engaged
- Buyer Consultation Set
- Listing Appointment Set
- Active Buyer / Active Listing
- Under Contract
- Closed
- Arrange stages to match the flow suggested in the official playbook.
This structure mirrors the Pipeline Pro layout so each new contact is automatically placed into the correct stage as they respond to your campaigns.
Assign Automation to Pipeline Movements
Within GoHighLevel, pipeline movement can automatically trigger follow-up steps:
- Send introduction SMS when a lead moves into New Lead.
- Send pre-appointment email when moved to Buyer Consultation Set.
- Trigger transaction updates when moved to Under Contract.
These automations are outlined in the Pipeline Pro documentation and can be recreated using GoHighLevel workflows.
Step 3: Import the Real Estate Funnels into GoHighLevel
The Pipeline Pro playbook includes a real estate funnel strategy that can be replicated inside GoHighLevel for lead capture and conversion.
Install or Build the Recommended Real Estate Funnels
- In GoHighLevel, open the Sites section and go to Funnels.
- Import any available real estate funnel templates provided in your account, modeled after the Pipeline Pro examples.
- Create key funnel types:
- Home valuation funnel for seller leads.
- Buyer guide or list-of-homes funnel.
- General consultation or strategy session funnel.
- Edit the copy, images, and branding to match your market and brokerage.
Connecting these funnels to your pipeline allows GoHighLevel to automatically add new inquiries into the correct real estate stage.
Step 4: Build Real Estate Workflows in GoHighLevel
Workflows are where the Pipeline Pro playbook truly comes alive inside GoHighLevel.
Core Real Estate Workflows to Implement
Using the official real estate playbook as a guide, build workflows for:
- New Buyer Lead Nurture
- Immediate SMS and email introduction.
- Automated follow-up over several days.
- Prompts to book a consultation on your calendar.
- New Seller Lead Nurture
- Home valuation follow-up sequence.
- Seller education emails and SMS.
- Appointment reminders for listing consultations.
- Past Client and Sphere Nurture
- Monthly check-in or market update messages.
- Annual home anniversary touchpoints.
- Review and referral requests.
In GoHighLevel, each of these workflows should be tied to specific triggers outlined in the Pipeline Pro documentation, such as form submissions, pipeline stage changes, or tag assignments.
Step 5: Connect Calendars and Appointments in GoHighLevel
Appointments are a central part of real estate sales, and the Pipeline Pro playbook recommends structured calendar types for GoHighLevel users.
Create Real Estate Calendars
- Open Calendars inside GoHighLevel.
- Create distinct calendar types, for example:
- Buyer Consultation
- Listing Appointment
- General Real Estate Strategy Call
- Set availability rules that match your working hours and showing schedule.
- Connect each calendar to the appropriate workflow and pipeline stage movement as recommended by the playbook.
Embedding these calendars into your funnels ensures leads can directly book time with you, which keeps your pipeline moving forward.
Step 6: Set Up Tracking and Notifications in GoHighLevel
The Pipeline Pro framework also emphasizes visibility and responsiveness.
Configure Notifications
- In GoHighLevel, turn on notifications for new leads, form submissions, and bookings.
- Decide who on your team receives alerts (ISA, agent, admin).
- Follow the playbook recommendations for response times and agent assignment.
Use Dashboards and Reports
Use GoHighLevel dashboards to track key real estate metrics:
- Number of new leads per funnel.
- Conversion rate from lead to consultation.
- Pipeline value by stage (buyers and listings).
- Closed transaction volume.
Align these metrics with the goals and benchmarks described in the Pipeline Pro Real Estate playbook.
Step 7: Test Your Real Estate System in GoHighLevel
Before going fully live, test each piece of your GoHighLevel configuration against the official Pipeline Pro process.
- Submit test leads through every funnel.
- Confirm leads appear in the correct pipeline stages.
- Verify that all emails, SMS, and automations trigger correctly.
- Book test appointments on each calendar type.
- Check that notifications are received and conversations are logged.
Only after successful tests should you drive real traffic to your GoHighLevel funnels and pipelines.
Next Steps and Additional GoHighLevel Resources
Once your Pipeline Pro framework is live in GoHighLevel, continue refining your campaigns, offers, and follow-up timing to match your local market and transaction cycle.
For strategic implementation support beyond the basic playbook, you can explore consulting and optimization services at Consultevo, which specializes in marketing systems and automation.
Always reference the original Pipeline Pro Real Estate playbook on the official GoHighLevel knowledge base for the most accurate, up-to-date guidance on recommended pipelines, workflows, and automations for agents and teams.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.
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