REVSET LABS · EXPERT GUIDE·Pipelines & Opportunities

Mastering the 'Create New Opportunity' Toggle in GoHighLevel

1,159 words·5 min read·Updated 27 April 2026·beginner·

Arsalan ZaffarLinkedIn

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Quick Answer

To automatically create a new sales opportunity when a form or survey is submitted, enable the Create New Opportunity toggle within the form or survey builder's Options tab. This process typically takes less than 2 minutes per form or survey.

Key Takeaways

✓The 'Create New Opportunity' toggle automates lead entry into your sales pipelines.
✓You must specify a target **Pipeline** and **Stage** when enabling the toggle.
✓This feature is available in both GoHighLevel's Form Builder and Survey Builder.
✓Opportunity values can be set by default, mapped from form fields, or updated via workflows.
✓Always test forms and surveys with the toggle enabled to ensure opportunities are created correctly.

What is the 'Create New Opportunity' Toggle?

The 'Create New Opportunity' toggle in GoHighLevel is a powerful feature that automates the creation of a sales opportunity whenever a contact submits a specific form or survey. This means new leads are immediately placed into your sales pipeline, ready for follow-up and tracking. Understanding this toggle is crucial for efficient lead management and pipeline automation.

✅ This toggle streamlines your lead capture process, ensuring no potential deal falls through the cracks by automatically populating your sales pipeline.

How to Enable 'Create New Opportunity' in GoHighLevel Forms?

Enabling the 'Create New Opportunity' toggle for your GoHighLevel forms ensures that every submission from a new or existing contact automatically generates a sales opportunity. This is ideal for lead generation forms, consultation requests, or any form designed to capture sales-ready prospects.

Access the Form Builder — From your GoHighLevel dashboard, click Marketing in the left-hand navigation. Then, select Form Builder from the dropdown menu to view your existing forms.

Open or Create a Form — Click the pencil icon next to an existing form to edit it, or click + Create New Form to build a new one. The form builder will open.

Navigate to Form Options — Inside the form builder, click the Options tab located at the top of the screen. This section contains various settings for your form's behavior.

Enable the Opportunity Toggle — Scroll down and locate the Create New Opportunity toggle. Click it to switch it to the 'On' (green) position.

Select a Sales Pipeline — After enabling the toggle, a new dropdown labeled Pipeline appears. Click this dropdown and choose the specific sales pipeline where new opportunities should be created.

Select an Initial Stage — Below the pipeline selection, click the Stage dropdown. Select the initial stage within your chosen pipeline where the new opportunity will first appear (e.g., 'New Lead', 'Qualification').

Save Your Form — Once you have configured the opportunity settings, click the Save Form button in the top right corner. Your changes are now applied.

🔥 Pro Tip

Always test your form after enabling the 'Create New Opportunity' toggle. Submit a test entry to confirm that an opportunity is correctly created in your chosen pipeline and stage.

How to Enable 'Create New Opportunity' in GoHighLevel Surveys?

Similar to forms, you can enable the 'Create New Opportunity' toggle for your GoHighLevel surveys. This is particularly useful for qualification surveys, discovery questionnaires, or any survey designed to identify and categorize potential sales leads.

Access the Survey Builder — From your GoHighLevel dashboard, click Marketing in the left-hand navigation. Then, select Survey Builder from the dropdown menu.

Open or Create a Survey — Click the pencil icon next to an existing survey to edit it, or click + Create New Survey to start fresh. The survey builder will open.

Navigate to Survey Options — Inside the survey builder, click the Options tab located at the top of the screen. This tab contains all the settings for your survey's functionality.

Enable the Opportunity Toggle — Scroll down the options panel and find the Create New Opportunity toggle. Click it to switch it to the 'On' (green) position.

Select a Sales Pipeline — With the toggle enabled, a Pipeline dropdown will appear. Click it and choose the specific sales pipeline where new opportunities from this survey should be directed.

Select an Initial Stage — Next, click the Stage dropdown. Select the appropriate initial stage within your chosen pipeline for newly created opportunities (e.g., 'Warm Lead', 'Demo Requested').

Save Your Survey — After setting up the opportunity creation, click the Save Survey button in the top right corner. Your changes will now be active.

🔥 Pro Tip

Maintain consistency across your lead capture tools. If you use both forms and surveys for similar lead types, ensure they feed into the same pipeline and initial stage for a unified sales process.

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Understanding Opportunity Values and Status

When an opportunity is created via the toggle, GoHighLevel assigns it a default value and status. Knowing how these are set and how you can influence them is key to accurate pipeline reporting and effective sales management. By default, new opportunities are 'Open' and have a value of $0 unless otherwise specified.

Default Opportunity Value — Newly created opportunities will have a value of $0 by default. You can manually edit this value later within the opportunity card itself.

Mapping Form Fields to Value — You can dynamically set an opportunity's value by mapping a number field (e.g., 'Budget', 'Projected Revenue') from your form or survey directly to the opportunity's value. This mapping is done within the Workflows feature, triggered by the form/survey submission.

Initial Opportunity Status — All opportunities created by the toggle start with an 'Open' status. This indicates they are active and require attention from your sales team.

Updating Status via Workflows — While the toggle creates an 'Open' opportunity, you can build Workflows to automatically update an opportunity's status (e.g., to 'Won' or 'Lost') based on subsequent actions or criteria within your sales process.

✅ For advanced control over opportunity values, statuses, and custom fields, integrate your forms and surveys with GoHighLevel's powerful Workflows. This allows for dynamic updates and sophisticated automation.

Best Practices for Using the 'Create New Opportunity' Toggle

Maximizing the effectiveness of the 'Create New Opportunity' toggle involves more than just turning it on. Implement these best practices to ensure your lead management is efficient, accurate, and fully integrated with your sales processes.

Strategically Map Pipelines — Always select the most appropriate sales pipeline for each form or survey. Different lead sources or product lines may require their own distinct pipelines.

Define Clear Stages — Choose an initial stage that accurately reflects where the lead is in your sales process. This helps your sales team quickly understand the lead's status.

Integrate with Workflows — Pair the opportunity creation with a follow-up workflow. This can send instant notifications to your sales team, assign tasks, or initiate a nurture sequence.

Regularly Review and Test — Periodically submit test entries to your forms and surveys to confirm opportunities are still being created correctly and landing in the intended pipeline and stage.

Avoid Overuse — Do not enable this toggle for every form or survey. Only use it for those designed to generate actual sales leads, not for general inquiries or support requests.

⚠️ Creating opportunities for non-sales related form submissions can clutter your pipelines and dilute the focus of your sales team. Use this feature judiciously.

🔥 Pro Tip

Use custom fields in your forms to gather more specific lead data. You can then map these custom fields to opportunity custom fields using workflows, enriching your sales team's context.

Troubleshooting Common Issues

⚠️ Opportunity is not created after form/survey submission.

Go back to the form/survey builder, navigate to the Options tab, and verify that the Create New Opportunity toggle is enabled and a Pipeline and Stage are selected. Also, ensure the form/survey is embedded correctly.

⚠️ Opportunity is created in the wrong pipeline or stage.

Revisit the form/survey's Options tab in the builder. Double-check that the correct Pipeline and Stage have been chosen from their respective dropdown menus.

⚠️ Opportunity is created but has a $0 value.

By default, opportunities start at $0. To set a value dynamically, you need a workflow. Create a workflow triggered by the form/survey submission that uses an 'Update Opportunity' action to set the value, potentially mapping it from a form field.

⚠️ Duplicate opportunities are created for the same contact.

The toggle creates a *new* opportunity each time. If you want to prevent duplicates for multiple submissions from the same contact, consider using workflows to check for existing opportunities before creating new ones, or disable 'Allow multiple submissions' on the form/survey if appropriate.

⚠️ Existing opportunities for a contact are not updated by new submissions.

The 'Create New Opportunity' toggle is designed to *create* new opportunities, not update existing ones. To update an existing opportunity based on a form/survey submission, you must build a specific workflow with an 'Update Opportunity' action.

Common Mistakes to Avoid

→Forgetting to select a specific Pipeline and Stage after enabling the toggle, leading to an opportunity not being created.
→Using the 'Create New Opportunity' toggle for general contact forms (e.g., 'Contact Us') that are not intended for sales leads, cluttering the pipeline.
→Not integrating the opportunity creation with follow-up workflows, leaving new leads unassigned or without an immediate action plan.
→Ignoring the opportunity value setting, resulting in a pipeline full of $0 opportunities that don't reflect potential revenue.
→Assuming the toggle will automatically update an *existing* opportunity for a contact, rather than creating a brand new one each time.

Frequently Asked Questions

QWhat exactly does the 'Create New Opportunity' toggle do in GoHighLevel?

The 'Create New Opportunity' toggle automates the process of adding a new sales opportunity to your GoHighLevel pipeline. When a contact submits a form or survey with this toggle enabled, the system automatically generates an opportunity card for that contact in the specified pipeline and stage. This streamlines lead tracking and ensures new prospects are immediately visible to your sales team, ready for engagement and follow-up, without manual data entry.

QWhere can I find the 'Create New Opportunity' toggle in GoHighLevel?

You can find the 'Create New Opportunity' toggle within the builder for both forms and surveys in GoHighLevel. After opening a form or survey for editing, navigate to the **Options** tab. The toggle is located among other settings for form or survey behavior. You must enable it and then select a target **Pipeline** and **Stage** for the new opportunities.

QCan I automatically set the opportunity value when it's created by the toggle?

Yes, you can set the opportunity value automatically, though not directly within the toggle's settings. By default, new opportunities are valued at $0. To set a dynamic value, you need to use GoHighLevel's **Workflows**. Create a workflow triggered by the form or survey submission. Within the workflow, use an 'Update Opportunity' action and map a number-based custom field from your form/survey (e.g., 'Budget') to the opportunity's value field.

QDoes the 'Create New Opportunity' toggle update existing opportunities for a contact?

No, the 'Create New Opportunity' toggle is specifically designed to *create a new* opportunity each time a form or survey is submitted. It does not update existing opportunities for a contact. If your goal is to modify an existing opportunity based on new information, you must set up a specific workflow with an 'Update Opportunity' action, using contact information to identify and modify the correct existing opportunity.

QWhat happens if I enable the toggle but don't select a pipeline or stage?

If you enable the 'Create New Opportunity' toggle but fail to select a **Pipeline** and **Stage**, the opportunity will likely not be created at all. GoHighLevel requires a designated pipeline and stage to properly categorize and place the new opportunity within your sales process. Without these selections, the system cannot process the opportunity creation correctly, and lead tracking will fail for that specific form or survey.

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Some links are affiliate links — if you sign up we may earn a commission, at no extra cost to you. We only recommend GoHighLevel because we build on it every day.

Arsalan Zaffar

Revset Labs · Revenue Systems · 78+ GHL Builds

Arsalan writes GHL guides from real build experience — 78+ systems, $9.2M in client pipeline. Wharton, CXL & Google certified.

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Tags:GoHighLevelOpportunitiesFormsSurveysLead ManagementSales PipelineAutomation