GoHighLevel Workflows: Automate Tasks, Trigger Campaigns, and Personalize Client Journeys
GoHighLevel Workflows let you automate actions across your CRM—like sending emails, assigning leads, updating deals, or launching campaigns—all without coding.
⚙️ What Are GoHighLevel Workflows?
Workflows in GHL are visual automation builders. You can:
- Send emails or SMS when leads fill forms
- Move contacts between pipeline stages
- Trigger calls, surveys, internal tasks or follow-ups
- Personalize experiences with custom values
It’s like Zapier inside your CRM—but simpler and visual.
👉 Start your free trial of GoHighLevel
🪜 Simple Example: A Local Salon
- A client books via your online calendar
- Workflow starts: sends confirmation + directions
- A day before: sends SMS reminder
- After visit: triggers review request email
- Tag is added: "Completed Service"
Everything runs automatically.
🔧 Key Elements in Workflows
1. Triggers – What starts the flow?
- Form submitted
- Appointment booked
- Tag added
- Birthday arrives
2. Actions – What happens next?
- Send email or SMS
- Call using AI Agent
- Add to Facebook audience
- Assign to a user
- Update deal stage
3. Conditions – Add logic:
- IF lead is hot → Send to sales
- IF not responded in 48h → Send follow-up
4. Wait Steps – Delay between steps
- Wait 1 hour before next action
- Wait until 10am local time
🧰 Prebuilt Templates to Save Time
GoHighLevel includes automation templates like:
- Missed call → text back
- Abandoned funnel recovery
- Lead qualification workflows
- Review requests and reminders
You can customize or clone workflows from Snapshots.
🧠 AI + Workflows = Smart Automation
Add GoHighLevel AI tools inside workflows:
- Voice AI calls a lead
- Conversation AI follows up based on response
- Workflow AI adjusts timing based on open rates
Now your automations adapt in real-time.
🔁 Replaces This Stack:
Without Workflows, you'd need:
- Zapier (logic routing)
- ActiveCampaign (email chains)
- Calendly (reminders)
- Twilio (SMS)
- Trello or Asana (task triggers)
With GHL Workflows, it's one tool.
👨🏫 Learn in the GoHighLevel Bootcamp
The GoHighLevel Bootcamp teaches:
- Workflow builder basics
- Trigger-action-condition logic
- AI integration for automation
- Real examples by industry
🏁 Start Building Today
Workflows give you control, speed, and personalization—without coding.
👉 Start your free trial of GoHighLevel and automate your first client journey today.