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GoHighLevel Workflows: Automate Everything from Lead Nurture to Onboarding

GoHighLevel’s Workflow Builder lets you automate lead nurturing, client onboarding, reminders and more, using drag-and-drop actions and triggers inside your CRM.

TL;DR

  • Drag-and-drop builder to automate CRM actions
  • Use triggers like form fills, calendar bookings, or payments
  • Add steps like email/SMS, wait timers, internal tasks
  • Replace multiple tools with one unified automation engine

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What Are GoHighLevel Workflows?

Workflows are GoHighLevel’s advanced automation system.

They let you:

  • Trigger automations based on contact actions (form filled, payment, tag added, etc.)
  • Build sequences with emails, texts, task assignments, webhooks, and conditional logic
  • Replace dozens of manual follow-ups or third-party tools

Think of it as Zapier, email marketing, task management and follow-up automation all rolled into one dashboard.


Use Case: Automate Lead to Client Journey

Problem: Manual follow-up was inconsistent, and leads dropped off.

Solution:

  • Created workflow triggered by “Free Consultation” form
  • Sends SMS, email, and task for team to follow up
  • If booked, move contact to opportunity stage “Consult Scheduled”
  • After consult, automatically send onboarding info if status = “Closed Won”

Result: 5x faster response time and consistent follow-through.


How to Build a Workflow in GHL

  1. Go to Automations > Workflows > Create New
  2. Select a trigger (form submission, appointment, tag, etc.)
  3. Add actions: email, SMS, task, wait timer, webhook, etc.
  4. Use conditions: If/Else, time delays, contact filters
  5. Test and publish

Advanced Tips

  • Use dynamic wait timers based on appointment time
  • Split logic by pipeline stage or contact tag
  • Trigger workflows from Google Ads or Facebook leads
  • Add internal Slack or email alerts for teams
  • Build “if no response” loops to retry engagement

🔗 Try Workflows in GoHighLevel

🎓 Master Workflow Automation in Bootcamp


FAQs

Can I run multiple workflows for one contact? Yes, contacts can be in several workflows simultaneously.

Do workflows replace campaigns? Yes. Workflows are the newer, more powerful alternative.

Can I pause workflows for specific contacts? Yes. Use conditions or manually remove them.

Do I need coding knowledge? No. Workflows are no-code with drag-and-drop logic.

Are workflows included in SaaS Mode? Yes. Each subaccount has full access to workflows.