Automate New Lead Notifications (Email/SMS) in GoHighLevel

To set up new lead email or SMS notifications in GoHighLevel, go to Automation → Workflows. Create a new workflow with a "Contact Created" trigger, then add a "Send Internal Notification" action for email or SMS. This setup typically takes about 5-7 minutes.

• ✓Always use the "Contact Created" trigger to ensure notifications fire for all new leads.
• ✓Utilize the "Send Internal Notification" action for reliable email or SMS alerts to your team or clients.
• ✓Personalize your notifications with custom values like `{{contact.name}}` for immediate, actionable insights.
• ✓Test your workflow thoroughly with a dummy contact before setting it live to prevent missed alerts.
• ✓Be mindful of internal notification rate limits (500 per user/5 mins) to ensure consistent delivery for high-volume accounts.

Setting Up Your New Lead Notification Workflow

Automating new lead notifications is crucial for quick follow-up and improved conversion rates. This guide walks you through creating a GoHighLevel workflow that automatically sends email or SMS alerts to you or your clients whenever a new lead enters your system. Follow these steps to ensure no lead ever slips through the cracks.

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Access the Workflows Section — From your GoHighLevel dashboard, click on Automation in the left-hand menu. Then, select Workflows to access the workflow builder, where you will create your notification system.

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Create a New Workflow — Click the green + Create workflow button located in the top right corner of the screen. When prompted, choose the Start from scratch option to begin with a blank workflow canvas.

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Define the Workflow Trigger — Click on + Add new Workflow Trigger. In the search bar, type and select Contact Created. This trigger ensures your workflow activates every time a new contact is added to your GoHighLevel account, regardless of its origin.

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Configure the Trigger Filters (Optional) — Under the Contact Created trigger, you can add filters to specify which new leads should trigger the notification. For example, add a filter for 'Lead Source is [Specific Source]' or 'Tags includes [New Lead]' to refine your alerts. Click Save Trigger once configured.

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Add the Internal Notification Action — Click the + icon directly below your configured trigger. From the action menu that appears, select Send Internal Notification. This action is designed to send alerts to specific users, email addresses, or phone numbers within your organization.

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Configure the Notification Details — In the Send Internal Notification action window, first choose the Type of notification you want to send: either Email or SMS. Next, select the Send To option; you can choose Custom Email or Custom Phone to input specific addresses, or Assigned User if leads are assigned to team members.

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Customize Your Notification Content — If you selected Email, enter a clear Subject line like 'New Lead Alert: {{contact.name}}' and compose your Message using custom values to include lead details. If you selected SMS, create a concise Message using custom values, such as 'New Lead! Name: {{contact.name}}, Phone: {{contact.phone}}'. Click Save Action when you are finished.

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Save and Publish Your Workflow — After configuring your notification action, click Save Action. Then, in the top right corner of the workflow builder, change the workflow status from Draft to Publish. Finally, click Save again to activate your new lead notification system and ensure it starts running immediately.

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Troubleshooting Common Issues

Common Mistakes to Avoid

• →Forgetting to switch the workflow status from Draft to Publish and click Save. This is a common oversight that prevents the workflow from ever running.
• →Using an incorrect workflow trigger, such as 'Form Submitted' when leads are imported or created manually. Always use Contact Created for all new lead scenarios.
• →Sending generic notifications without leveraging Custom Values. This misses a key opportunity to provide immediate, actionable details about the new lead.
• →Ignoring the internal notification rate limits (500 per user/5 mins/workflow) for high-volume lead generation. This can lead to missed alerts and overall workflow delays.
• →Skipping the crucial step of testing the workflow with a dummy contact before activating it. Untested workflows can lead to incorrect or non-existent notifications in a live environment.

Frequently Asked Questions

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