The agency ops pipe
HighLevel is the CRM and funnel, Claude writes the sequence, Zapier moves the events. Not a scrape-and-enrich SDR desk.
Who owns what
HighLevel
The pipeline — contacts, funnels, two-way SMS. Not the long-form copy.
Try HighLevel (opens in a new tab)Claude
The words — emails, SMS, landing blocks. Not the CRM writes.
Try Claude (opens in a new tab)Zapier
The glue — form to HighLevel, calendar, Slack. Not a second CRM.
Try Zapier (opens in a new tab)
How to use this stack
- Build the funnel in HighLevel. Forms and tags first. Do not invent a second database.
- Claude writes the sequence against those tags. One writer.
- Zapier (or Make) only for apps HighLevel does not already speak.
- This is not the B2B lead enricher. If you are still scraping directories, go there.