How to Use the GoHighLevel Find Opportunity Workflow Action
The GoHighLevel workflow builder lets you automate opportunity management in a way that feels as streamlined as tools like ClickUp, while still being tailored for sales pipelines and CRM tasks. This guide explains exactly how to configure and use the Find Opportunity action so you can search, update, and route contacts based on their existing opportunities.
The Find Opportunity action is ideal when you need to check whether a contact already has an opportunity in a specific pipeline or stage before deciding what your automation should do next.
What the GoHighLevel Find Opportunity Action Does
In GoHighLevel workflows, the Find Opportunity action searches for an existing opportunity linked to the current contact that matches the filters you configure. If a matching opportunity is found, the workflow can continue with that opportunity context, and you can then update it or branch your automation.
This action is typically used to:
- Locate an opportunity for the active contact in a chosen pipeline.
- Filter by stage, status, or other opportunity properties.
- Decide what happens if no opportunity is found.
- Control how many opportunities are returned when several match your filters.
Accessing the GoHighLevel Workflow Builder
Before you can add the Find Opportunity action, you need to open the workflow where you want to use it.
- Log in to your GoHighLevel account.
- From the left-hand menu, navigate to Automation or Workflows, depending on your interface.
- Select an existing workflow or click to create a new workflow.
- Once inside the workflow editor, you can insert new actions within your automation sequence.
Adding the GoHighLevel Find Opportunity Action
With the workflow editor open, you can now insert the Find Opportunity step into your automation path.
- Click the + icon at the point in the workflow where you want to search for an opportunity.
- In the action list, look for and select Find Opportunity.
- The GoHighLevel side panel will open with configuration options for this action.
After adding the action, you must define how GoHighLevel should search for opportunities for the current contact.
Configuring GoHighLevel Find Opportunity Filters
The core of the Find Opportunity action is the set of filters you apply. These filters determine which opportunity, if any, GoHighLevel should return for the current contact.
You can configure filters such as:
- Pipeline – Choose the specific pipeline where the opportunity should exist.
- Stage – Optionally filter by a particular stage within that pipeline.
- Status – Filter by open, won, lost, or other status values.
- Additional fields – If supported in your account, you may be able to filter by other opportunity fields as needed.
Set these fields carefully so the workflow finds the most relevant opportunity for your automation goal.
How GoHighLevel Handles Multiple Matching Opportunities
Sometimes a contact may have more than one opportunity that meets the filters you set. In that case, GoHighLevel follows a specific rule to decide which opportunity to return.
The Find Opportunity action will typically return a single opportunity based on internal prioritization, such as the most recent or closest match. Because of this behavior, keep your filters narrow enough to avoid unintended matches whenever possible.
Using the GoHighLevel Find Opportunity Result
After the Find Opportunity action runs, your workflow can behave differently depending on whether an opportunity is found or not.
When an Opportunity Is Found in GoHighLevel
If a matching opportunity exists, the action stores the result for use in subsequent steps. At that point you can:
- Update the found opportunity – Use an Update Opportunity action later in the workflow to change the stage, value, or other fields.
- Add notes or tasks – Log follow-up notes or create tasks connected to this opportunity.
- Send personalized messages – Tailor emails or SMS based on the opportunity stage or status.
The key benefit is that the workflow can operate on an existing opportunity instead of creating a duplicate.
When No Opportunity Is Found in GoHighLevel
If the Find Opportunity action does not locate any opportunity that matches your filters, you can design your workflow to handle that case differently.
Common follow-up actions include:
- Create a new opportunity – Insert a Create Opportunity action so that contacts without an existing opportunity are added to the pipeline.
- Send internal alerts – Notify a team member that this contact needs a new opportunity created manually.
- Branch the workflow – Use conditional logic so contacts with opportunities follow one path, while contacts without opportunities follow another.
Best Practices for GoHighLevel Find Opportunity
To get the most out of the Find Opportunity action in GoHighLevel, follow these practical tips based on how the feature is designed to work.
- Define a clear pipeline structure – Make sure your sales pipeline and stages are well organized so filters are meaningful.
- Limit broad filters – Very wide filters can cause multiple matches for a single contact; narrow filters reduce ambiguity.
- Pair with conditional logic – Add decision steps after Find Opportunity to separate contacts with and without existing deals.
- Avoid unnecessary duplication – Always check for an opportunity before creating a new one to keep your pipeline clean.
Example GoHighLevel Workflow Using Find Opportunity
To visualize how this action fits into a real automation, consider the following example workflow outline:
- Trigger – Contact submits a form or booking.
- Action – Use Find Opportunity to search the main sales pipeline for an open opportunity tied to that contact.
- Conditional branch
- If opportunity is found – Update the opportunity stage and send a follow-up email.
- If no opportunity is found – Create a new opportunity, assign it to a salesperson, and send an internal notification.
- Follow-up actions – Additional emails, tasks, and reminders based on the new or updated opportunity.
This pattern allows GoHighLevel users to centralize opportunity management in a single automated flow.
Additional Resources for GoHighLevel Users
To deepen your understanding of the Find Opportunity action and related workflow tools, check the official documentation and training materials provided by the platform.
- Official documentation for the Find Opportunity workflow action: GoHighLevel Find Opportunity help article.
- For implementation help, automation strategy, and CRM optimization, you can explore consulting resources at Consultevo.
By correctly configuring the Find Opportunity action and combining it with other workflow steps, GoHighLevel can automatically detect existing deals, prevent duplicates, and orchestrate clear next actions for your team, all within a structured and scalable automation framework.
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