Automate Lead Routing with Conditional Workflows in GoHighLevel

TL;DR

• Automate lead assignment with GHL workflows
• Use conditional logic based on lead answers or source
• Route to the right rep, department, or offer
• Save time and personalize outreach at scale

Why Lead Routing Makes or Breaks Sales

Responding fast = more deals.

But not every lead should go to the same person. Smart routing means:

• The right offer goes to the right person
• Faster replies, more trust
• Better tracking across departments

Setup: Lead Routing in GoHighLevel Workflows

1. Define Your Lead Types

• Based on form answers, quiz results, ad source
• Use tags, custom fields, or UTM parameters

2. Build the Conditional Workflow

• Go to Automations > Create Workflow
• Add triggers (e.g. form submission, calendar booking)
• Use "If/Else" branches to route by:
  • Location
  • Budget
  • Language
  • Offer type

3. Assign Leads

• Assign to a user, team or round-robin group
• Send internal notifications via email or Slack
• Create tasks or move deal in pipeline

4. Automate Follow-Ups

• Each branch triggers a unique follow-up
• Emails and SMS tailored to the route
• Add nurture sequences for unqualified leads

Example: Smart Routing for a SaaS Demo Funnel

A software company uses GHL to:

• Route leads based on business size
• Assign high-value to senior reps
• Trigger demo vs free trial sequences

Result: 34% faster first contact and +17% conversion to paid.

White-Label This for Clients

Use SaaS Mode in GoHighLevel to:

• Create a routing + CRM snapshot
• Sell to real estate teams, franchises, or multi-location businesses
• Offer it as a premium SaaS workflow

🚀 Launch GHL Workflows Now 🎓 Join the GoHighLevel Bootcamp

FAQs

Can I assign leads based on location? Yes. Use custom fields or form logic for routing.

Does GHL support round-robin lead assignment? Yes. Set up user groups for distribution.

Can I notify reps instantly? Yes. Use email, SMS, push or Slack notifications.

Is this good for teams or franchises? Perfect. You can separate pipelines and routing logic per brand or location.

Can I use this in SaaS Mode? Yes. Turn routing workflows into sellable snapshots.