Track marketing channel ROI from HighLevel deals in Slack and Sheets

Pulls your closed-won deals from HighLevel, calculates which lead sources actually convert, and reports results in Slack and Sheets.

How the work actually flows

It branches. Every path runs.

Pattern: Parallel Split (2)

flowchart TD trig(["runs on a schedule"]):::trigtime s0["pull deals from crm"]:::task s1["separate closed-won deals"]:::task s2["calculate conversion and revenue"]:::task trig --> s0 s0 --> s1 s1 --> s2 gx{"+ where results are sent"}:::gate s2 --> gx p00["log deals to sheets"]:::task gx -->|"detailed log"| p00 p10["post summary to slack"]:::task gx -->|"summary report"| p10 p00 --> out p10 --> out out[/"channel roi report delivered"/]:::out pay{{"budget decisions based on real data"}}:::pay out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepEvery pathResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
Messaging & NotificationsSpreadsheet & Database Ops
Connects
HighLevelGoogle SheetsSlack

The problem it solves

You're spending money across multiple marketing channels but have no clear picture of which ones actually turn into paying customers. Pulling deal data out of your CRM and calculating conversion rates by hand eats into time you don't have. Budget decisions end up based on gut feel instead of results.

Who it fits

Marketing managers and sales leaders who want to see which lead sources actually close deals.

How it works

  1. Runs on a schedule or whenever you start it manually
  2. Pulls every deal from your HighLevel CRM, including status, amount, and lead source
  3. Separates closed-won deals from the rest
  4. Calculates conversion rate and total revenue for each lead source
  5. Logs the details in Google Sheets and posts a summary report to Slack
What you get

Lead sources ranked by which ones actually close

You see exactly which lead sources turn into closed deals, reported automatically in Slack and Google Sheets each time it runs.

What you get

A Slack summary of conversion rates and revenue by marketing channel, plus a full deal log in Google Sheets.

What you need

A HighLevel account, a Google account, and a Slack workspace.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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