Goal
Route new leads from forms and inbound calls to an owner and alert them instantly
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SOP-280
GoHighLevel New Lead Notification & Assignment
Build a GoHighLevel workflow that assigns new leads to owners and sends internal notifications. Covers form and inbound call triggers with optional automatic opportunity creation.
Type
SOPs · DOC
Last updated
15 October 2025
Who does this
GoHighLevel admin permissions to create workflows and manage users
Comes with
From Leads to Sales: Funnel Building 101
Ideal outcome
New leads are assigned within 1 minute, the owner receives email and SMS, and (optionally) an opportunity is created in the correct pipeline/stage
Why it matters
Fast assignment and alerts reduce time-to-first-touch and prevent dropped leads
Before you start
You need GoHighLevel (Sub-account) access. Refer to the SOP 286: GoHighLevel Lead Capture Form Setup (web version) to verify that form submissions trigger lead creation correctly. Refer to the SOP 276: GoHighLevel CRM Foundations (web version) to confirm user roles, assignment rules, and pipelines are properly configured
Key steps 24 steps
What is inside 26 headings
1 Build and publish routing workflow 7
- Go to "Automation" → "Workflows" → "Create workflow" → "Start from scratch".
- Name the workflow "Lead Routing – Forms & Calls" and add a trigger "Form Submitted" and select a filter. Click "Save Trigger".
- Add another trigger "Call Status" with filters: "Call Direction" = "Incoming" and "Status" = "No-answer". Click "Save Trigger".
- [Optional] Add an action "Add Owner to Opportunity" and set it to a default user. Click "Save Action".
- Add another action "Wait" for duration = 1 minute. Click "Save Action".
- Add another action "Send Internal Notification" (Email and SMS) to contact the owner. Click "Save Action".
- Publish the workflow by toggling from draft to publish.
2 Test form and call paths 17
- Submit a live lead form with fresh test details (new email/phone).
- Wait one minute after form submission.
- Go to "Contacts" and open the new test contact.
- Confirm the contact owner field is populated with one of the users.
- [If enabled] In "Opportunities", confirm a record exists in the "Status Open" card.
- Open the assigned user’s email inbox.
- Confirm a new notification with the lead’s details has arrived.
- Check the assigned user’s phone.
- Confirm that a new SMS with the lead information has arrived.
- Call the tracking number from a new phone (not previously in Contacts) and wait a moment after the call.
- Go to "Contacts" and open the new caller’s record.
- Confirm the contact owner is assigned from the list. Ownership may take a short while to display.
- [If enabled] In "Opportunities", confirm a record exists in the "Status Open" card.
- Open the assigned user’s email inbox.
- Confirm a notification email triggered by the call has arrived.
- Check the assigned user’s phone.
- Confirm a new SMS with the caller's details has arrived. That's it!
The document DOC
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