GoHighLevel IVR Triggers and Actions How-To Guide

This step-by-step guide explains how to configure Interactive Voice Response (IVR) triggers and actions in GoHighLevel, using the same logic you might apply when structuring work in ClickUp or other workflow tools. You will learn how to manage inbound calls, route them based on caller input, and create call logs for better tracking.

The instructions below are based on the official IVR triggers and actions documentation, translated into a practical how-to article so you can quickly build and control phone menus inside your account.

What Is IVR in GoHighLevel?

In GoHighLevel, an Interactive Voice Response (IVR) is an automated phone menu that responds to callers with options. Callers press keys (like 1, 2, or 3) on their phone, and the system routes the call or performs actions based on those choices.

The IVR system works closely with call triggers and actions. A trigger defines when something happens (for example, when a call is received). An action defines what happens next (for example, send the caller to a specific number or to a call menu).

Using IVR triggers and actions in GoHighLevel allows you to:

• Route calls to different departments or team members
• Capture and log call activity for reporting
• Automate call flows without manual answering
• Control what happens when callers press specific keys

Accessing IVR Triggers in GoHighLevel

Before you can configure IVR actions, you first need to locate the call trigger settings in GoHighLevel. The process is straightforward once you know where to click.

Step 1: Open the Workflow or Trigger Area

Depending on your account setup, IVR-related logic is managed in the triggers or workflows section. This is where GoHighLevel lets you define when a call event should start an automation.

1. Log in to your GoHighLevel account.
2. Navigate to the area where triggers or workflows are configured.
3. Open or create the automation that will control your inbound call behavior.

Step 2: Choose the Inbound Call Trigger

The IVR guide from the GoHighLevel help center focuses on using an inbound call as the starting trigger. This allows the system to respond whenever someone calls your tracking or business number.

1. In the trigger or workflow builder, locate the option for call-based triggers.
2. Select the trigger that fires when an inbound call is received.
3. Specify the phone number or numbers that should start this trigger, if the interface asks for it.

Once this inbound call trigger is created, you can add IVR actions to control what happens to that call.

GoHighLevel IVR Actions Overview

The IVR guide for GoHighLevel highlights several key actions that are commonly paired with inbound call triggers. These actions give you flexibility in how calls are processed and recorded.

Common IVR-related actions include:

• Send Call to Number
• Send Call to Call Menu
• Create Call Log

Each action has a specific purpose and configuration. When combined, they form a complete call flow that responds to callers and records their activity.

How to Use the “Send Call to Number” Action in GoHighLevel

The Send Call to Number action in GoHighLevel forwards an incoming call to a specific phone number. This is useful when you want to route a caller directly to a person or department after a trigger fires.

Configuring the Send Call to Number Action

1. Within your inbound call trigger or workflow, add a new action.
2. Select the option labeled Send Call to Number.
3. Enter the destination phone number the call should be forwarded to.
4. Confirm or adjust any optional settings, such as call recording or timeout rules (if available in your interface).
5. Save the action.

Now, when the inbound call trigger runs, the system will automatically forward the caller to the specified number without requiring manual intervention.

How to Use the “Send Call to Call Menu” Action in GoHighLevel

The Send Call to Call Menu action is at the core of the IVR experience in GoHighLevel. Instead of routing a call directly to a person, it sends the caller into an automated menu where they can press keys to choose what happens next.

Creating or Selecting a Call Menu

1. In your inbound call trigger or workflow, add a new action.
2. Choose Send Call to Call Menu.
3. Select an existing call menu or follow the on-screen options to create a new one.
4. Define or review the menu prompts. For example, “Press 1 for Sales, Press 2 for Support.”
5. Make sure each key option (1, 2, 3, etc.) is mapped to the proper next step, such as routing to a number or another menu.

The call menu configuration controls what the caller hears and how the system reacts to each key press. This action is ideal when you need a structured IVR tree for your calls.

Example Call Menu Flow in GoHighLevel

Here is an example of how a typical IVR call menu might work inside GoHighLevel:

• Caller dials your business number.
• The inbound call trigger fires.
• The system runs the Send Call to Call Menu action.
• The menu plays a greeting and options.
• The caller presses 1 for Sales.
• The menu routes the call to the Sales team number via a Send Call to Number action.

This logic can be extended with more menus or specialized routing depending on your needs.

Creating Call Logs with GoHighLevel IVR Actions

Beyond routing, the IVR guide shows that you can also use a Create Call Log action in GoHighLevel to record call details for tracking, reporting, or follow-up automations.

How to Add a Create Call Log Action

1. Open your inbound call trigger or IVR workflow.
2. Add a new action after the call routing steps, or at any point where you want to log data.
3. Select Create Call Log from the action list.
4. Configure any available settings, such as what information should be saved about the call.
5. Save the action.

With this action in place, every time the trigger runs, GoHighLevel records a log that you can later review in your account.

Why Call Logs Matter in GoHighLevel

Call logs created through IVR actions give you insight into:

• Who called your numbers
• When calls were received
• How calls were routed through the IVR system
• Which numbers or departments handled the calls

This data is helpful for performance analysis, troubleshooting, and aligning your IVR strategy with your overall marketing and sales processes.

Best Practices for Building IVR Flows in GoHighLevel

To get the most out of IVR triggers and actions in GoHighLevel, follow a few best practices when designing your call flows.

Keep Menus Simple and Clear

• Limit the number of options in a single menu.
• Use short, clear instructions in your prompts.
• Always tell callers how to repeat the menu if they missed an option.

Plan Routing Before You Build

• Decide which departments or individuals should receive calls.
• Map your IVR structure on paper or in a diagram tool.
• Confirm that all destination numbers are correct before activating.

Use Create Call Log for Tracking

• Add a Create Call Log action to key points in your workflow.
• Review logs periodically to identify dropped calls or routing issues.
• Refine your IVR design based on call log trends.

Where to Learn More About GoHighLevel IVR

For the original reference material used to create this how-to, see the official IVR guide for triggers and actions in the GoHighLevel help center: Interactive Voice Response (IVR) Guide: Triggers & Actions.

If you need strategic help implementing these IVR tools as part of a larger marketing and automation system, you can also consult experts via ConsulTevo for tailored guidance.

Final Thoughts on Using GoHighLevel for IVR

Using IVR triggers and actions in GoHighLevel lets you automate how inbound calls are handled, ensuring callers reach the right place and that every interaction is properly logged. Start with a simple inbound call trigger, add Send Call to Number and Send Call to Call Menu actions as needed, and complete your setup with Create Call Log actions for full visibility.

By following the structure outlined in this guide, you can quickly build a reliable IVR system in GoHighLevel that scales with your business and supports your broader marketing and sales workflows.

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