How to Use GoHighLevel WORKFLOWS (If/Else, Automations, & More!)

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in this video i walk you through all you need to know about how to create workflows in GoHighLevel, starting with the pipeline, setting up the workflow automation builder, triggers, events, filters, actions, If/Else conditions and everything in between. Enjoy!

00:00-Sebastian!
00:06-Opportunities & Pipelines
00:56-Making a simple pipeline
01:33-Settings
02:12-Builder
02:57-Adding trigger
03:45-Adding actions
05:44-Renaming Workflows
06:16-Adding Tags
07:09-Notifications
09:15-Reaching out to your Contact
10:55-Wait Step
11:35-If/Else
12:39-Going advanced with workflows
15:31-Going advanced with workflows
15:31-Advanced workflow templates
16:16-Outro

#smma #gohighlevel #tutorial #howto

[NightKnight.]

Finally a video that actually goes through things thoroughly

[AkinbolaEmmanuel-zxlp]

Thanks for the content maintaining daddy duty when serving us value, sure your baby is High-level lord..😂❤️

[talyahr]

Love the baby bring included! ❤ Thank you for this video!! This is EXACTLY what I need to master. I will absolutely watch this more than once 🙏🏾

[ednmic]

Nice one. Thanks for the spam keyword tip!

[masonstormer]

Awesome man, diving headfirst into high level. I'm enjoying learning from you. Thank you

[firstclassbusinessassistant]

Thanks for the detailed breakdown of GoHighLevel workflows! The section on automations was especially helpful. Do you have any advice on common pitfalls to avoid when setting up complex workflows? Appreciate the great guidance!

[CharlieHoffman-hkee]

Super helpful thank you... also love the little baby sqweaks in the background!

[focusingforward]

Thanks, Keaton! This is sooo helpful! Would love to see more videos like this!

[jemueldionson]

Wow. there are alot of added things in GHL. The automation is even better. Great Video!

[SpicyViolinist]

That baby is going to be a marketing genius someday

[sookim]

Hey Keaton! I am about to sign up but have a question... Is it able to track UTMS? I have ads running for clients and need to know which add is bringing in results since fb doesn't have accurate results. Please let me know, thanks!

[jamiehayes]

This was a super clear, super valuable lesson. Do you have any lessons on building landing pages in GHL, especially for mobile, or can you recommend any? Thanks Keaton. Greetings from Brisbane.

[sloop]

hey, loved the tutorial but I have a question : How did you get that smaller version of yourself ?

[zeyadwahid]

Can u make another video on how and the best tricks to follow up with client’s leads and how to help with client to close more leads ?

[JackRasmussen-qumt]

What happens if the customer replies to the text to opt 'OUT'? Do you need an automation in there to move to a dead pipeline or something?

[JuzerPranom]

This is so amazing! Thank you so much...

[-Evil-Genius-]

🎯 Key Takeaways for quick navigation:

00:00 🚀 *Introduction to HighLevel Workflows*
- Overview of HighLevel's Workflow Builder.
- Importance of understanding pipelines and opportunities before using workflows.
- Brief explanation of setting up pipelines in HighLevel.
01:21 🤖 *Workflow Builder Settings*
- Explanation of Workflow Builder settings: re-entry, stop on response, time zone, time windows, sender details, and conversations.
- Importance of correctly configuring settings for effective workflow implementation.
02:19 🛠️ *Workflow Builder: Triggers and Actions*
- Introduction to triggers and actions in the Workflow Builder.
- Explanation of triggers related to contacts, events, appointments, opportunities, and more.
- Emphasis on understanding the distinction between triggers and actions in workflow creation.
03:01 🌐 *Triggering Workflow with Form Submission*
- Demonstrates setting up a workflow trigger based on form submission.
- Choosing a specific form as a trigger and the flexibility to add multiple triggers.
- Highlighting the common use of workflows triggered by form submissions.
04:12 📊 *Updating Opportunities in Workflows*
- Creating or updating opportunities in the workflow based on form submission.
- Explanation of opportunity name, source, lead value, status, and other relevant settings.
- Importance of accurately updating pipelines for effective CRM management.
07:18 📧 *Internal Notification for Lead Follow-up*
- Setting up internal notifications for immediate follow-up with team members.
- Configuring internal notifications with email details, subject line, and message content.
- Ensuring prompt communication and collaboration within the team.
09:28 📱 *Sending SMS to Contact*
- Sending SMS to the contact with personalized content.
- Importance of crafting concise and effective SMS messages.
- Using conditional logic for dynamic communication based on contact responses.
11:08 ⏰ *Adding Wait Steps and Conditional Logic*
- Adding wait steps to allow time for contact responses.
- Introduction to conditional logic with if-else steps in workflows.
- Creating structured workflows with branches based on contact interactions.
13:16 🔥 *Marking Hot Leads and Notifying Team*
- Marking leads as "hot" based on contact responses.
- Utilizing internal notifications to inform the team about hot leads.
- Integrating automated notifications for efficient lead management.
14:27 ☎️ *Call Whisper Feature for Immediate Calls*
- Exploring the call whisper feature for immediate contact calls.
- Providing instructions for users to connect with leads by pressing a key.
- Enhancing engagement and ensuring timely follow-up through automated calls.
15:38 🔄 *Continuous Follow-up and Long-Term Sequences*
- Demonstrating long-term follow-up sequences for leads that don't immediately respond.
- Balancing continuous follow-up with the need for timely engagement.
- Recommending strategic follow-up approaches for different scenarios.
17:15 🎥 *Conclusion and Additional Resources*
- Recap of key workflow features and capabilities.
- Invitation to watch a comprehensive HighLevel tutorial for in-depth learning.
- Information about upgrading or starting to use HighLevel with exclusive bonuses.

Made with HARPA AI

[markushadebe]

question, I'm based out of Norway and GHl don't provide telefon numbers for this country, what do I do, can I buy a number in a different country and still use it effectively?

[PrettyBlackMoney]

Is it correct to say that different triggers with the same actions can be in one workflow but need their own workflow if multiple triggers require different actions? I was trying to create an automated action for each 'appointment type' into one workflow.

[agriris]

If you have multiple products/ services, would you use multiple pipelines and create unique opportunities that matches the pipeline?

I noticed that moving and updating duplicate opportunities in the same pipeline has it's limitations.