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GHL Nuggets: Workflow trick

8 nuggets about workflow trick in GoHighLevel, newest first.

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Office worker checking an automated follow-up message on her phone
Use the Assign To User Action So Every New Lead Has an OwnerAssign To User Action. Menu path: Automation > Workflows. Go to Automation › Workflows and open... Then Click the + after your trigger and add... Then Select the user who should own the...GHL NUGGET #391 min readAssign To User ActionAutomationWorkflows1Go to Automation › Workflows and open...2Click the + after your trigger and add...3Select the user who should own the...▶ Video
Workflow trick

Use the Assign To User Action So Every New Lead Has an Owner

Add the Assign To User action to your lead workflow so each new contact has a named owner before anyone opens the record, and nobody assumes a lead is someone else's.

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Use the If/Else Action to Send Each Lead Down the Right PathIf/Else Branching. Menu path: Automation > Workflows. Open Automation › Workflows and select... Then Click the + where the paths should... Then Name the branch and add a condition...GHL NUGGET #381 min readIf/Else BranchingAutomationWorkflows1Open Automation › Workflows and select...2Click the + where the paths should...3Name the branch and add a condition...▶ Video
Workflow trick

Use the If/Else Action to Send Each Lead Down the Right Path

The If/Else action splits one workflow into branches by tag, field or other contact data, so you stop building a separate workflow for every case.

| 1 min readRead the nugget
Use the Goal Event Action to Stop Follow-Up After a Lead BooksGoal Event Action. Menu path: Automation > Workflows. Go to Automation › Workflows and open... Then Add a Goal Event action after the steps... Then Choose the event you are waiting for...GHL NUGGET #311 min readGoal Event ActionAutomationWorkflows1Go to Automation › Workflows and open...2Add a Goal Event action after the steps...3Choose the event you are waiting for...▶ Video
Workflow trick

Use the Goal Event Action to Stop Follow-Up After a Lead Books

The Goal Event action lets a follow-up sequence skip ahead or end the moment a lead books or replies, so nobody gets a nudge text after they already said yes.

| 1 min readRead the nugget
Use Wait for Condition to Pause a Workflow Until ReadyWait For Condition. Menu path: Automation > Workflows. Open Automation › Workflows and select... Then Click the plus icon and add the Wait... Then Pick the condition: tag added, custom...GHL NUGGET #241 min readWait For ConditionAutomationWorkflows1Open Automation › Workflows and select...2Click the plus icon and add the Wait...3Pick the condition: tag added, custom...▶ Video
Workflow trick

Use Wait for Condition to Pause a Workflow Until Ready

Wait for Condition pauses a workflow until a tag, field, or stage changes, so follow-up reacts to real behavior, not a timer.

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Math Operation Action: Calculate Values Inside a WorkflowMath Operation Action. Menu path: Automation > Workflows. Go to Automation › Workflows and open... Then Click the plus icon to add an action... Then Select your two number custom fields...GHL NUGGET #171 min readMath Operation ActionAutomationWorkflows1Go to Automation › Workflows and open...2Click the plus icon to add an action...3Select your two number custom fields...
Workflow trick

Math Operation Action: Calculate Values Inside a Workflow

The Math Operation action lets a workflow add, subtract, multiply or divide custom field values without you touching a spreadsheet.

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Internal Notification Actions: Alert Staff the Moment a Lead Comes InInternal Notifications. Open the workflow and click Add Action Then Search for Internal Notification and... Then Choose Email, SMS, or in-app as the...GHL NUGGET #101 min readInternal NotificationsGoHighLevel1Open the workflow and click Add Action2Search for Internal Notification and...3Choose Email, SMS, or in-app as the...
Workflow trick

Internal Notification Actions: Alert Staff the Moment a Lead Comes In

An Internal Notification action inside any workflow can text or email your team the moment a lead needs attention, with no extra app required.

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The Stale Opportunity trigger: follow-up for deals nobody touchedStale Opportunity Trigger. Create a workflow with the trigger... Then Filter by pipeline and stage, and set... Then Add the follow-up message and a task...GHL NUGGET #31 min readStale Opportunity TriggerGoHighLevel1Create a workflow with the trigger...2Filter by pipeline and stage, and set...3Add the follow-up message and a task...
Workflow trick

The Stale Opportunity trigger: follow-up for deals nobody touched

GoHighLevel can start a workflow when an opportunity has sat in a stage for a set number of days, which turns forgotten quotes into automatic follow-up.

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Reminders that fire relative to the appointment, not the bookingAppointment-Time Reminders. In the reminder workflow, add a Wait... Then Set the offset, for example 24 hours... Then Follow it with a condition on...GHL NUGGET #21 min readAppointment-Time RemindersGoHighLevel1In the reminder workflow, add a Wait...2Set the offset, for example 24 hours...3Follow it with a condition on...
Workflow trick

Reminders that fire relative to the appointment, not the booking

The Wait step can pause a workflow until a set time before or after the appointment itself, which is how reminders stop arriving at the wrong hour.

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