GoHighLevel Pipeline Stage Workflows

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How to Trigger Workflows When a Pipeline Stage Changes in GoHighLevel

If you manage leads in tools like ClickUp alongside your CRM, you can streamline your sales process by triggering automation when a deal moves between stages in GoHighLevel. This guide explains step by step how to use the Pipeline Stage Changed trigger so your workflows run automatically when opportunities progress or regress through your sales pipeline.

What the GoHighLevel Pipeline Stage Changed Trigger Does

The Pipeline Stage Changed trigger in GoHighLevel activates a workflow whenever an opportunity moves from one stage to another in a selected pipeline. This lets you automate tasks such as:

  • Sending follow-up emails after a deal reaches a key stage
  • Notifying team members in sales or support
  • Updating internal fields or tags for better reporting
  • Starting nurture sequences when deals are lost or stalled

You control exactly which pipeline and which stages will start the automation, making the trigger highly targeted.

How to Access the GoHighLevel Workflow Builder

Before you can use the Pipeline Stage Changed trigger, you need to open the workflow builder in your GoHighLevel account.

  1. Log in to your GoHighLevel account with appropriate permissions.

  2. From the left-hand menu, click Automation.

  3. Select Workflows to open the workflow management screen.

  4. Click Create Workflow (or open an existing workflow you want to edit).

Once you are in the workflow editor, you can add the Pipeline Stage Changed trigger as described below.

Adding the Pipeline Stage Changed Trigger in GoHighLevel

Use the following steps to add this trigger to a new or existing workflow.

  1. Inside the workflow editor, click Add New Workflow Trigger.

  2. In the trigger list, search for and select Pipeline Stage Changed.

  3. After selecting it, you will see filter options that determine when this trigger will run.

The trigger will now be part of your workflow, but it will not behave correctly until you configure the filters.

Configuring Pipeline and Stage Filters in GoHighLevel

The power of the Pipeline Stage Changed trigger comes from its filters. These settings tell GoHighLevel exactly which opportunities should start the workflow.

Choose the Pipeline

First, choose which pipeline the trigger will watch.

  1. In the trigger settings, locate the Pipeline dropdown.

  2. Select the sales pipeline you want to monitor (for example, Main Sales Pipeline).

  3. Only stage changes inside this pipeline will fire the trigger.

Select the From Stage

The From Stage filter defines where the opportunity is moving from.

  • If you want to trigger when a deal advances from New Lead to any other stage, choose New Lead as the From Stage.

  • If you want to trigger when a deal leaves a specific stage, always set that stage as the From Stage.

  • You can leave this blank to allow any starting stage, but using a specific stage keeps automation more precise.

Select the To Stage

The To Stage filter defines the destination stage.

  • Choose a specific stage (for example, Qualified or Won) to run the workflow only when an opportunity arrives in that stage.

  • If your process needs to run whenever a deal leaves a stage, regardless of destination, you may leave the To Stage empty, depending on the design of your automation.

By combining both filters, GoHighLevel allows highly targeted automation. For instance, you can trigger only when an opportunity moves from Appointment Set to Closed Won.

Best‑Practice Examples for GoHighLevel Pipeline Stage Automations

Here are a few practical ways to use the Pipeline Stage Changed trigger in GoHighLevel:

1. Automate Follow‑Up After a Demo

  • Pipeline: Main Sales Pipeline

  • From Stage: Demo Scheduled

  • To Stage: Demo Completed

When the opportunity moves into Demo Completed, your workflow can:

  • Send a thank‑you email with recap notes
  • Notify the account executive in Slack or email
  • Create tasks for next steps in your project management tools

2. Nurture Lost Opportunities

  • Pipeline: Any primary sales pipeline

  • From Stage: Proposal Sent

  • To Stage: Lost

Once a deal is marked as lost, the workflow can:

  • Add the contact to a long‑term nurture sequence
  • Apply a tag such as Lost Deal – Price or similar
  • Send an internal notification asking for feedback on why it was lost

3. Alert Teams When Deals Are Won

  • Pipeline: Main Sales Pipeline

  • From Stage: Verbal Commit or Negotiation

  • To Stage: Won

In this scenario, your workflow might:

  • Send a welcome email to the new customer
  • Notify onboarding, finance, and delivery teams
  • Update key fields for reporting and dashboards

Managing Enrollment and Re‑Enrollment in GoHighLevel

When using the Pipeline Stage Changed trigger, consider how often a contact should enter the same workflow.

  • Single enrollment: Use when the automation should happen only once per opportunity, such as a one‑time onboarding sequence.
  • Re‑enrollment: Use when opportunities might move back and forth between stages and you want actions to run again, such as reminders or notifications.

Review your workflow settings so that GoHighLevel behaves as expected when stages are changed multiple times.

Testing Your GoHighLevel Pipeline Stage Workflow

Before relying on any automation, test it thoroughly.

  1. Create or select a test opportunity in the chosen pipeline.

  2. Move the test opportunity from the configured From Stage to the To Stage.

  3. Confirm that the workflow is triggered and that all actions execute as intended.

  4. Check logs, emails, and internal notifications to make sure nothing is missing or duplicated.

If something does not fire, verify that the correct pipeline and stage names are selected and that there are no conflicting filters.

Helpful Resources for GoHighLevel Users

For the original reference details about the Pipeline Stage Changed trigger, you can review the official documentation provided at this GoHighLevel support article. For broader strategy, funnel builds, and implementation services around sales pipelines and automation, you can also visit Consultevo to explore consulting options.

By correctly setting the Pipeline Stage Changed trigger and testing your workflows, you ensure that GoHighLevel automatically reacts whenever a deal moves between stages, keeping your sales process consistent, fast, and organized.

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