Getting Started & General

Auto Assign Leads in GoHighLevel Using Workflows

GoHighLevel workflows let you build a lead assignment system that runs automatically. You set a trigger (form submission, ad lead, tag, source) and an action that assigns the lead to a specific team member, distributes them round-robin, or weights them toward your top closer. Every lead gets an owner and no one has to guess whose job it is to follow up.

2026年6月2日に更新

2:45

概要. Lead auto-assignment in GoHighLevel is handled through Workflows, where you combine triggers and assignment actions to route incoming leads without any manual sorting. You can assign based on source, campaign, tag, or round-robin rotation, and you can weight distribution toward specific team members. The result is faster response times and a clear chain of responsibility for every contact that enters the system.

ステップ

  1. Open Workflows and create a new workflow

    Go to Automation, then Workflows, and click to create a new one. Choose the trigger that matches how leads arrive, such as a form submission or Facebook lead ad.

  2. Add an Assign User action

    After the trigger, add an action to assign the contact to a user. Choose a specific person, round-robin across your team, or set a weighted distribution if one closer handles more volume.

  3. Add a notification action

    Follow the assignment with a notification (SMS, email, or in-app) so the assigned team member knows immediately and can reach out while the lead is fresh.

よくある質問

Can I assign leads from different sources to different people?

Yes, use separate workflow triggers per source and assign to different team members.

What is round-robin assignment in GoHighLevel?

Leads rotate evenly across your team, giving each person an equal share automatically.

Does GoHighLevel notify the assigned person when a lead comes in?

Only if you add a notification action inside the workflow, which is recommended.

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