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GoHighLevel Round Robin Assignment Workflow: Recipe 30 Checklist

GoHighLevel workflow recipe 30 · names checked against HighLevel’s help center on October 17, 2026

The problem: New contacts sit with no owner.

What this workflow does: If a new contact is created, GoHighLevel assigns it round robin.

The workflow at a glance

Diagram of GoHighLevel workflow recipe 30: New contact round robinContact Created; Assign To User: split traffic equally; Send Internal Notification: assigned; Add Task: first touchTRIGGERContact CreatedACTIONAssign To Usersplit traffic equallyACTIONSend Internal NotificationassignedACTIONAdd Taskfirst touch
Diagram, not a screenshot. Drawn by GoHighLevel Partners from the HighLevel help articles listed under Sources. Bold names are HighLevel’s own trigger and action names; the italic values are examples. Your workflow builder will look different.
  1. Trigger — Contact Created
  2. Action — Assign To User · split traffic equally
  3. Action — Send Internal Notification · assigned
  4. Action — Add Task · first touch

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 → Contact Created (it does not fire for bulk imports). Add Tag or custom field filters if only some contacts should be routed.
  3. Assign To User: select the reps; Split Traffic Equally, or Unevenly for weighted splits. Turn on Only Apply to Unassigned Contacts.
  4. Send Internal Notification: recipient Assigned User.
  5. Add Task: first touch, Assign To the assigned user.

Example Internal notification message

New contact assigned to you: {{contact.name}}. First-touch task added.

Example only — write your own wording.

Before you publish the workflow

  • It doesn't fire for bulk imports
  • Only Apply to Unassigned Contacts on
  • Unevenly for weighted splits

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.

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