GoHighLevel Tag Based Lead Routing: Recipe 14 Checklist

GoHighLevel workflow recipe 14 · names checked against HighLevel’s help center on October 17, 2026

The problem: Leads tagged hot sit unassigned.

What this workflow does: If a contact is tagged hot-lead, GoHighLevel assigns and alerts your closer.

Key facts

• HighLevel’s Contact Tag trigger starts a workflow when a chosen tag, such as hot-lead, is added to a contact. (Source: HighLevel help center, checked Oct 17, 2026)
• With several users selected, the Assign To User action rotates new contacts among them round robin. (Source: HighLevel help center, checked Oct 17, 2026)
• With duplicates turned off, Create Opportunity makes no second opportunity when the same contact triggers it again. (Source: HighLevel help center, checked Oct 17, 2026)
• Send Internal Notification can alert the contact’s assigned user by SMS. (Source: HighLevel help center, checked Oct 17, 2026)

The workflow at a glance

1. Trigger — Contact Tag · added: hot-lead
2. Action — Assign To User · your closer
3. Action — Create Opportunity · stage: Hot
4. Action — Send Internal Notification · SMS
5. Action — Add Task · call today

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

Step-by-step setup

1. Agree on when a contact gets the hot-lead tag (a form answer, a call outcome, a rep's judgement).
2. Automation → Workflows → Create Workflow → Start from scratch.
3. Add New Trigger → Contact Tag, tag Added = hot-lead.
4. Assign To User: your closer (or several closers, round robin).
5. Create Opportunity in the Hot stage; set the duplicate toggle so an existing deal isn't duplicated.
6. Send Internal Notification: SMS to the Assigned User.
7. Add Task: call today, Assign To the assigned user.

Example Internal SMS message

Hot lead assigned to you: {{contact.name}}. Task added — call today.

Example only — write your own wording.

Before you publish the workflow

• Decide who applies the hot-lead tag
• Turn off duplicate opportunities
• Alert by SMS to the assigned user

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 – Contact Tag — HighLevel help center, page updated 2026-06-09
• Workflow Action – Assign To User — HighLevel help center, page updated 2025-07-24
• Workflow Action – Create Opportunity — HighLevel help center, page updated 2025-03-18
• Workflow Action – Internal Notification — HighLevel help center, page updated 2026-03-31
• Workflow Action – Add Task — HighLevel help center, page updated 2026-04-21

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