Goal
Auto-text callers when a call is missed with optional internal follow-up
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SOP-277
Set Up a Missed-Call Text Back Workflow on GoHighLevel
This SOP sets up a GoHighLevel workflow that auto-sends an SMS when inbound calls are missed with optional task creation and internal notifications for follow-up.
Type
SOPs · DOC
Execution time
15–30 minutes
Last updated
13 November 2025
Who does this
GoHighLevel implementer or account manager with workflow permissions
Comes with
From Leads to Sales: Funnel Building 101
Ideal outcome
A single, published workflow per client's sub-account that texts missed callers instantly and (optionally) creates a task and/or notifies a team member
Why it matters
Speedy response to missed calls, captures more leads, and drives accountable follow-up without extra tools
Before you start
You need admin access to create/edit the workflows in the client’s GoHighLevel sub-account. Refer to the SOP 276: GoHighLevel CRM Foundations (web version) to ensure phone numbers and contact integrations are active. Refer to the SOP 283: GoHighLevel Personal Calendar Setup (web version) to verify that users’ availability and routing are correctly configured
Key steps 16 steps
What is inside 21 headings
1 Create a blank workflow 3
- Visit GoHighLevel and sign in.
- Switch to the client's sub-account.
- Go to "Automations" → "Workflows" → Click "Create Workflow" → Select "Start from Scratch".
2 Configure trigger and core SMS 2
- Click "+ Add New Trigger" in the workflow editor. Search and select "Call Status" as the trigger. Add filters: "Call Direction" to "Incoming" in trigger filters and set "Call Status" to "Busy" in trigger filters. Save the trigger.
- Click "Add New Action" under the trigger. Choose "Send SMS" as the action. Enter message: "Sorry, we missed your call! How can we help?" and save the SMS action.
3 [Optional] Add team follow-up actions 3
- Click "Add New Action" below the SMS step. Choose "Create Task" as the action and click "Connect Now" to integrate with ClickUp.
- Set action name to "Return missed call", select the connected workspace from ClickUp, then "Due date" to Today or +1 day. Click "Save Action".
- Next, "Add New Action" to add an internal notification. Choose "Send Internal Notification" as the action (Email or SMS). Set "To" to the specific user or team to notify. Enter message: "Missed call from {{contact.phone}}. Please follow up." Save the action.
4 Name and publish the workflow 3
- Click the "Workflow Name" field and enter a clear name (e.g., "Missed-Call Text Back").
- Click "Save" and then toggle on "Publish" to activate the workflow.
- Confirm the status shows "Published" on the workflow menu.
5 Test and verify end-to-end 5
- From a mobile phone, call the phone number and let it ring out.
- Go to "Conversations" and look for a new thread with the test number you just used. You should see the missed-call SMS appear from the Location’s number. Sometimes messages can take a few minutes to show up.
- Open the workflow and confirm the number of "Total Enrolled" and "Active Enrolled", which shows the trigger/SMS action.
- If tasks were added, go to "Contacts" and open "Tasks". Confirm a task exists for the missed call. Check that a new task (like "Return missed call") appears with the correct assignee.
- If notifications were added, confirm the assigned user received the alert.
The document DOC
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