Automating Opportunities in GoHighLevel

Utilizing the platform’s robust workflow builder, automating opportunities becomes a seamless task. Unlock the potential to streamline your sales processes effortlessly with these simple steps:

Step 1: Identify Repetitive Tasks

  • Begin by pinpointing recurring and labor-intensive tasks or procedures within your sales process. These may encompass activities like dispatching follow-up emails, distributing leads among team members, arranging appointments, or refreshing opportunity statuses.

Step 2: Design Automated Workflows

  • Navigate to the “Automations” section in your dashboard.
  • Click on “Workflows” to access the workflow builder.
  • Click on “Create New Workflow” to start building your automated workflow.
  • Give your workflow a descriptive name that reflects its purpose.

Step 3: Choose a trigger event. 

This could be an action taken by a lead, such as filling out a form, clicking on a link, or reaching a certain stage in the sales pipeline.

Opportunity triggers

1. Opportunity status changed : Trigger a workflow on the basis of updating an opportunity’s status. Opportunities can be filtered on the basis of any of the standard or custom fields linked to that opportunity.

2. Opportunity Created: Triggering workflows on the basis of creation of an opportunity. This trigger can be filtered on the basis of any standard or custom field linked to the opportunity being created.

3. Opportunity Status Changed: Filters opportunities where there has been a change in status

4. Stale Opportunities: Filter opportunities where there has been no change for <X> days and these opportunities can also be filtered based on different standard and custom fields.  

5. Pipeline Stage Changed: Workflows can be triggered when a pipeline stage is changed and these can also be filtered based on multiple opportunity standard and custom fields. 

Step 4: Add Workflow Actions

Add actions to the workflow that will be performed automatically when the trigger event and conditions are met. These actions could include sending emails, assigning tasks, updating opportunity statuses, or scheduling appointments.

Currently there are two opportunity actions:

1. Create or Update Opportunity: Allows you to create or update opportunities fields to a new value for the opportunity that gets triggered.
You can update multiple fields like: Pipeline, Pipeline Stage, Opportunity Name, Opportunity Source, and also Opportunity Status along with Lost reason, and many more. 

2. Remove Opportunities: Allows you to remove the filtered out opportunity from a certain pipeline. 

3. IF/ELSE: You can also fork the workflow basis a certain condition. Please note you can only use opportunity fields in the filter if you have an opportunity-based trigger in the workflow. All standard and custom fields can be used to filter the branch in this stage.

Step 5: Test and Refine

  • Once you’ve created your automated workflow, test it to ensure that it functions as intended.
  • Trigger the workflow using test leads or dummy data, and verify that each action is performed correctly.
  • Monitor the workflow’s performance and gather feedback from team members to identify any areas for improvement.
  • Make any necessary adjustments or refinements to the workflow based on testing and feedback.

Step 6: Activate the Workflow

  • Once you’re satisfied with the performance of your automated workflow, activate it to start automating your sales processes. It will automatically trigger the workflow whenever the specified conditions are met, ensuring that repetitive tasks are handled efficiently and consistently.

Related Articles

Step-by-Step Guide: Creating Pipelines in GoHighLevel

Pipelines are pivotal in automating and refining business workflows. Whether you’re overseeing lead management, nurturing prospects, or sealing deals, leveraging pipelines can vastly boost your productivity and impact. Dive into our detailed tutorial where we’ll guide you through the step-by-step process of crafting effective pipelines. Step 1: Accessing the Pipelines Section Step 2: Creating a […]

John Mamado

Understanding Pipelines in GoHighLevel

Pipelines serve as indispensable tools, streamlining and automating diverse processes within your business workflows. They empower you to craft organized sequences of actions, directing leads or customers through predetermined stages, fostering effective communication and maintaining engagement consistency. Pipelines can be accessed through: Sub account > Opportunities > Pipelines Pipeline Stages Pipelines consist of stages, each […]

John Mamado

How to use Custom Fields for Opportunities in GoHighLevel

Empowering users to capture, organize, and tailor information to their specific requirements, the Custom Fields for Opportunities feature revolutionizes the way opportunities are managed. Within the Opportunity Modal, users can effortlessly create, categorize, and group custom fields, enhancing data management and process tracking. Enjoy the same seamless customization experience as with contacts. What is Custom […]

John Mamado

How to Decouple Owners for Contacts and Opportunities in GoHighLevel

Introducing our latest enhancement: the ability to assign distinct owners to contacts and opportunities within your system. This innovative feature offers enhanced flexibility, empowering your organization with finer control over management and delegation of responsibilities. Enabling the Feature To enable this feature, follow these steps: Functionality Once the toggle is activated, both contacts and opportunities […]

John Mamado

Editing Opportunities Statuses in GoHighLevel

Gaining insight into the diverse opportunity statuses and mastering their updates empowers users to streamline their sales workflow and enhance conversion rates. Dive into this in-depth guide, which navigates you through the intricacies of updating opportunity statuses. Explore the distinctions among the various statuses and discover strategies to leverage them effectively for optimal sales management. […]

John Mamado

Step-by-Step Guide: Creating Opportunities in GoHighLevel

Opportunities play a crucial role in navigating potential sales. Follow this comprehensive guide, which outlines the step-by-step process of establishing opportunities. By following these instructions, you’ll gain the ability to effectively monitor contacts as they progress through your sales pipeline. Step 1: Accessing the Opportunities Section Step 2: Creating a New Opportunity Step 3: Adding […]

John Mamado
Go HighLevel Onboarding, Training, Education, Coaching, Support, Products and Services. Enabling Customer Success for GHL Agencies Worldwide
Copyright Growthable 2023 | All Rights Reserved

Grab our free techincal onboarding checklist

Our Growing Up Sale is on now! Last chance 🚀🚀 To Celebrate we giving you 25% off any plan until July 1st!

Prices will never be this good again, get your UNLIMITED onboarding and support before its too late!

Coupon has expired
Last chance - get 25% OFF!