GoHighLevel workflows can be super confusing, but don’t let them get you down! Learn how to use the Update Contact function in GoHighLevel workflows with this video!
Hey, guys, what’s up?
It’s Christine Seale, the Highlevel Queen.
And today we are going to be talking about
several of the workflow features.
I’m going to cover a different
feature every day.
So if the feature that you want is not
in this video, make sure to check
out my other workflow videos.
Let’s get started.
So just really quickly,
in case you don’t know,
workflow are the new way to send
campaigns and triggers inside Highlevel.
If you haven’t rid of Highlevel,
you can get a free 14 day
trial using my link below.
So what we’re going to do
here is at the top.
You can see that.
It says Add new workflow trigger.
Now, this is what was previously on the
left hand side of the trigger window.
Now you can see here that I can choose
between Highlevel and Facebook.
I’m just going to keep it on highlevel
right now and that I can run triggers
on anything from appointments
to DNS contact tag, customer replied,
email events, form, submitted,
survey submitted, etc.
So let’s just say that I want to
run it on when a contact tag is added,
and then I can a contact.
Then what I’m going to do
here is add an action.
Now these are what I want
to go over with you today.
So let’s say that I want to now update
the contact field based
on something that happens.
So let’s say that I have an email here.
So this is just a simple email,
and then I’m going to wait
for the contact to reply to the email.
Now let’s say that I
API s with the intent type.
So they’re negative on the contact
replies with an intent type?
Then I’m going to update their
contact field to and do not disturb.
How about that?
So you can do that.
Now you can update contact fields.
So let’s say that you want to not do that.
But you want to update the contact
field or something else.
You can literally update anything you
want, the business name, the source,
the contract type, the country,
the email, the name, the street address,
phone number, and then all
the custom fields that you have.
You can also update inside of a workflow.
So you can basically do anything that you
want to do based on whatever happens
in this workflow on the contact field.
So again for this one,
we’re saying we’re sending them an email.
Then we’re waiting
for the contact to reply.
So you would probably wait
longer than five minutes.
But I’m just doing that to show you.
And then let’s say that they reply right
with a negative intent.
Then we’re going to Mark them done.
So that’d be if you email them and said,
hey, do you want to get more leads?
Hey, do you want to get more you text
them, you say, hey,
do you want to get more leads or hey,
can I help you to expand your
business this year and they say no.
Well, they’re obviously not
interested in talking to you, right?
So you can write them and or if they say
something like, you know,
don’t contact me again, right?
You definitely want to make
sure that you do that.
So hopefully that helps you on creating
actions inside of workflow.
And again, don’t forget to
check out the rest of my workflow videos
if you didn’t find what
you were looking for.
If you need a free 14 day trial,
use the link below to get my bonuses
and don’t forget to like and subscribe so
you don’t miss any future videos
for me and I’ll see you next time.
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0:24 Workflow Trigger
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**I am an independent HighLevel Affiliate, not an employee. I receive referral payments from HighLevel. The opinions expressed here are my own and are not official statements of HighLevel LLC.**