Social Media Automations
Facebook Comment AutomationCompleted
Instagram Comment AutomationComing Soon
Facebook & Instagram DM Keyword TriggerComing Soon
Facebook Lead AdsComing Soon
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HighLevel Lead Generation Master Guide
A growing resource for learning practical ways to capture leads using HighLevel. Start with the completed Facebook Comment Automation walkthrough, then check back as new lead-generation methods are added.
22lead methods mapped
1completed guide added
22screenshots included
How to use this guide
Choose a lead path, follow the steps, and build as you go.
Each completed method includes a clear overview, setup guidance, step-by-step instructions, screenshots, testing notes, and practical tips you can apply inside your own HighLevel account.
Website & Funnels
Landing Page Opt-In FunnelComing Soon
2-Step FunnelComing Soon
Quiz or Survey FunnelComing Soon
Website Chat WidgetComing Soon
Embedded Form on Website or BlogComing Soon
Phone & SMS
Missed Call Text BackComing Soon
SMS Keyword CampaignComing Soon
QR Code to FunnelComing Soon
Booking & Events
Free Discovery Call FunnelComing Soon
Webinar or Workshop Registration PageComing Soon
Waiting List FunnelComing Soon
Email & Outreach
Email Broadcast with Opt-In LinkComing Soon
Cold Outreach SequenceComing Soon
Referral WorkflowComing Soon
Review & Reputation
Google Review Request to Lead CaptureComing Soon
Google My Business MessagesComing Soon
WhatsApp Keyword AutomationComing Soon
Video walkthrough coming soon
A video walkthrough will be added here to show this automation being built step by step inside HighLevel.
01
Connect Your Facebook Page
Before anything, go to Settings → Integrations → Facebook/Instagram card → Connect. Log into the correct Facebook account, approve all permissions, select your Facebook Page, and click Connect and Continue. You must be an Admin of the Facebook Page to connect it.
02
Build the Workflow
Go to Automation → Workflows → + Create Workflow → Start from Scratch, or choose a Facebook automation template. Create a new workflow and give it a clear name before adding the automation steps.
03
Set the Trigger
Click Add Trigger and search for User comments on a Post under the Facebook/Instagram Events category. In the trigger sidebar, select your Facebook Page, choose the Post Type, and then set the keyword filter.
04
Add Action #1 — Reply to the Comment Publicly
This lets everyone see there is a DM coming, which creates helpful social proof. Click + Add Action, choose Reply to Comment, and write something simple such as Sent! Check your DMs.
05
Add Action #2 — Send the Lead Magnet via DM
Click + Add Action and choose Send Interactive DM for Facebook Messenger. Write the first message, add a Yes, I Want It button, and optionally add a No, I’m Good button. Under the Yes button, add another interactive Messenger step and set this one to Reply to DM for the reply type.
06
Create the Delivery Message
Create the message that contains the link to your lead magnet, or attach the file directly in the message. You do not need buttons in this final delivery message unless you want to send people to another page or next step.
07
Test It Out
Using another Facebook account, find the post and comment the keyword on it. Then check HighLevel Conversations to confirm what someone sees after they comment and move through the automation.
08
Full Flow at a Glance
Someone comments FREE on your post. The workflow triggers, the public reply tells them to check their DMs, and the DM sends the lead magnet link plus a CTA button.
Use a short keyword
Words like FREE or YES create less friction and get more comments.
Pin the campaign post
More visibility gives the workflow more chances to trigger.
Test with another account
Catch permission, keyword, and DM issues before going live.
Add a tracking tag
Use a tag such as Lead Magnet Download so you can segment people later.
Social Planner
Review comments by platform.
HighLevel’s Social Planner area can help you review Facebook engagement and keep platform activity organized while your comment automation is running.
What gets collected automatically?
When someone comments and the workflow fires, HighLevel can create a contact using the information pulled from that person’s Facebook profile — primarily their name. That is the auto-collected part.
What about email and phone?
This is where it gets important. Coaches usually handle email and phone in one of two ways: collect the details conversationally inside the DM, or send the person to a landing page or form before delivering the lead magnet.
Option A — Collect via the DM conversation
If they type their email in the chat, it can automatically save to the contact record. If they type their phone number, the same thing can be saved. This feels conversational and low friction, but people may not always reply.
Option B — Send to an opt-in page or form
Instead of delivering the lead magnet directly in the DM, send a button or link to a funnel page with an opt-in form. They fill in their name, email, and optional phone number before they get the lead magnet.
The full picture: comment keyword → contact auto-created from Facebook name → DM sent with opt-in link → person fills out the form → full contact info is saved and the lead magnet is delivered.