How To Use HighLevel Workflows to Assign Users to Leads
Key Takeaways
- You may want to assign new leads to users within your system, in a round-robin type of situation.
- Maybe you have a lead form, and when it’s submitted, you want the leads to be distributed to a sales team of users within HighLevel.
- You can set up a workflow to distribute the leads however you’d like.
- In some cases, you may want to assign leads evenly, so if 9 leads came in and you have 3 users, each would receive 3 leads.
You may want to assign new leads to users within your system, in a round-robin type of situation. Maybe you have a lead form, and when it’s submitted, you want the leads to be distributed to a sales team of users within HighLevel. You can set up a workflow to distribute the leads however you’d like. In some cases, you may want to assign leads evenly, so if 9 leads came in and you have 3 users, each would receive 3 leads. Or, maybe you have 2 full time sales team members and one part time member, so you want less leads assigned to the part time employee.
Here’s a sample of how to set up a Workflow to achieve this within HighLevel:
- Create a new Workflow in the builder.
- Add a trigger to fire off the Workflow, such as “Form Submitted”.
- NOTE: Be sure to use the “Filters” to specify a form, otherwise the trigger will apply for all forms.
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- Add any Workflow actions you’d like, such as a Contact Tag to track the leads, and any other desired actions.
- Add “Assign to User” as an action. Choose the user(s) you want to assign the leads to.
- Under “Split Traffic” you can choose EQUALLY for an even distribution:
- Or you can choose UNEQUALLY for an uneven distribution. Set the ‘traffic weightage’ to whatever ratio you’d like:
- Save the action.
- Save and publish your Workflow for it to function.
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