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How To Use Workflows to Assign Users to Leads for GoHighLevel

How To Use Workflows to Assign Users to Leads

You may want to assign new leads to users within your system, in a round-robin type of situation. Maybe you have a lead form, and when it’s submitted, you want the leads to be distributed to a sales team of users within your system. You can set up a workflow to distribute the leads however you’d like. In some cases, you may want to assign leads evenly, so if 9 leads came in and you have 3 users, each would receive 3 leads. Or, maybe you have 2 full time sales team members and one part time member, so you want less leads assigned to the part time employee.

Here’s a sample of how to set up a Workflow to achieve this:

  • Create a new Workflow in the builder.
  • Add a trigger to fire off the Workflow, such as “Form Submitted”.
    • NOTE: Be sure to use the “Filters” to specify a form, otherwise the trigger will apply for all forms.
  • Add any Workflow actions you’d like, such as a Contact Tag to track the leads, and any other desired actions.
  • Add “Assign to User” as an action. Choose the user(s) you want to assign the leads to.
  • Under “Split Traffic” you can choose EQUALLY for an even distribution:
  • Or you can choose UNEQUALLY for an uneven distribution. Set the ‘traffic weightage’ to whatever ratio you’d like:
  • Save the action.
  • Save and publish your Workflow for it to function.

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