GoHighLevel Speed to Lead Workflow: Recipe 03 Checklist

GoHighLevel workflow recipe 03 · names checked against HighLevel’s help center on October 17, 2026

The problem: A web form comes in and nobody replies or owns the lead.

What this workflow does: If someone submits your form, GoHighLevel replies and assigns a rep.

The workflow at a glance

1. Trigger — Form Submitted · Form Is: your form
2. Action — Assign To User · split traffic equally
3. Action — Send SMS · instant reply
4. Action — Send Internal Notification · SMS
5. Action — Add Task · call this lead

Bold names are the exact trigger and action names in HighLevel. Values after “·” are examples — use your own.

Step-by-step setup

1. Automation → Workflows → Create Workflow → Start from scratch.
2. Add New Trigger → Form Submitted. Filter: Form Is = the form that should start this.
3. Assign To User: select the reps who take leads. Several users rotate round robin; Split Traffic can be Equally or Unevenly. Turn on Only Apply to Unassigned Contacts so existing owners keep their contacts.
4. Send SMS: a short reply that says who will get in touch.
5. Send Internal Notification: type SMS, recipient Assigned User.
6. Add Task: call this lead, Assign To the assigned user, Due In a short time.
7. Your form should collect a phone number and consent to be texted before this sends SMS.

Example SMS message

Hi {{contact.first_name}}, thanks for reaching out to [Business]. [Rep name] will contact you shortly. Reply STOP to opt out.

Example only — write your own wording.

Before you publish the workflow

• Pick the exact form in Form Is
• Turn on Only Apply to Unassigned Contacts
• Collect a phone number and SMS consent
• US texting needs A2P 10DLC registration
• A2P 10DLC registration is required for SMS to US numbers from local numbers.

The strategy behind it: SOP for Last 72 Hours: The Agency Lead Response Playbook

Sources

Every trigger and action name above was checked against these HighLevel help articles on October 17, 2026. HighLevel changes its product often; if a label differs in your account, the article is the reference.

• Workflow Trigger – Form Submitted — HighLevel help center, page updated 2025-08-25
• Workflow Action – Assign To User — HighLevel help center, page updated 2025-07-24
• Workflow Action – Send SMS — HighLevel help center, page updated 2026-08-31
• Workflow Action – Internal Notification — HighLevel help center, page updated 2026-03-31
• Workflow Action – Add Task — HighLevel help center, page updated 2026-04-21
• US Phone Number Registrations (A2P 10DLC) — HighLevel help center, page updated 2026-09-04

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