GoHighLevel workflow recipe 11 · names checked against HighLevel’s help center on October 17, 2026
The problem: New leads get one email and then nothing.
What this workflow does: If a contact gets the new-lead tag, GoHighLevel runs the follow-up.
The workflow at a glance
- Trigger — Contact Tag · added: new-lead
- Action — Send Email · welcome
- Wait — Wait · 2 days
- Action — Send Email · a useful next step
- Wait — Wait · 3 days
- Action — Send SMS · short check-in
- Goal — Goal Event · Appointment Status
Bold names are the exact trigger and action names in HighLevel. Values after “·” are examples — use your own.
Step-by-step setup
- Automation → Workflows → Create Workflow → Start from scratch.
- Add New Trigger → Contact Tag, tag Added = new-lead. Tags added before the workflow was published do not trigger it.
- Send Email: welcome, with the one thing they asked for.
- Wait: 2 days. Send Email: one useful next step.
- Wait: 3 days. Send SMS: a short check-in (only with SMS consent).
- Goal Event → Appointment Status (their booking), End this workflow, so booked leads stop getting nurture messages.
Example SMS message
Hi {{contact.first_name}}, it's [name] from [Business]. Did the guide help? Happy to answer questions here. Reply STOP to opt out.
Example only — write your own wording.
Before you publish the workflow
- Tags only fire after the workflow is live
- Goal Event ends it when they book
- Text only contacts with 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: Lead Nurture Sequence: How to Build One That Ends in a Reply
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 – Send Email — HighLevel help center, page updated 2026-04-24
- Workflow Action – Wait — HighLevel help center, page updated 2026-09-07
- Workflow Action – Send SMS — HighLevel help center, page updated 2026-08-31
- Workflow Action – Goal Event — HighLevel help center, page updated 2026-07-08
- US Phone Number Registrations (A2P 10DLC) — HighLevel help center, page updated 2026-09-04
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