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Overview
Built an end-to-end automated system for a corporate membership platform. Stripe subscription data is synced to Google Sheets, new customers are created in Square, membership tags and discount rules are applied automatically, and welcome emails are sent via SMTP (EnGuard). Workflows in GoHighLevel manage contact tagging and triggers, ensuring seamless onboarding and booking experiences. The system reduces manual work and improves operational efficiency.
Challenges
- Integrating multiple platforms (Stripe, GHL, Square, Google Sheets, SMTP)
- Ensuring accurate real-time data sync
- Automating membership tagging and discount rules
- Configuring reliable email automation
- Providing client training for workflow management
Solutions
- Developed automated data sync between Stripe and Google Sheets
- Automated Square customer creation based on Stripe data
- Configured membership tagging and discount rules
- Implemented SMTP email automation for onboarding
- Linked workflows and triggers in GHL
- Conducted thorough testing and client training
"This automation saved us hours of manual work and ensures our corporate members are onboarded smoothly every time."
Need something similar?
Every project starts with a short conversation about the task you want to remove or the process you want to put on software. Tell us what you do today and we will say plainly what can be built, how it would work and what it would involve.
Category: Automation / SaaS Integration / Workflow Optimization
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