Automate Lead Alerts in GoHighLevel

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Automate Lead Assignment Notifications in GoHighLevel

In many agencies, ClickUp or similar tools handle internal project tasks, while GoHighLevel powers marketing, CRM, and affiliate tracking. To keep partners and internal teams aligned, you can automate lead assignment notifications inside Affiliate Manager workflows so every new referral gets routed and communicated instantly.

This step-by-step guide explains how to configure Affiliate Manager workflows in GoHighLevel so that affiliate partners and internal users are notified as soon as a new lead is created and assigned.

Why Automate Lead Notifications in GoHighLevel

Automated notifications in GoHighLevel ensure that partners and sales teams never miss fresh affiliate leads. Instead of manually sending emails or checking lists, the correct contact person is alerted the moment a new referral is assigned.

Key benefits of automating lead assignment notifications include:

  • Instant communication with the affiliate who owns the lead.
  • Faster response times from the sales team.
  • Consistent follow-up steps on every affiliate referral.
  • Clear visibility into which user is responsible for the new lead.

Prerequisites for GoHighLevel Affiliate Manager Workflows

Before building the workflow automation, make sure the following items are configured in GoHighLevel:

  • Affiliate Manager is enabled in your sub-account.
  • At least one affiliate offer and partner are set up.
  • Your funnels or forms are already tracking affiliate referrals.
  • You have permission to create or edit workflows in the Automation section.

If you also work with an implementation team or external consultant, resources like Consultevo can help you design scalable processes around these automations.

Create the GoHighLevel Workflow for Lead Assignment

The core of this process is a workflow that reacts when a new contact is assigned to a user from an affiliate referral. The workflow then sends notifications and performs any additional steps you need.

Step 1: Open Automation in GoHighLevel

  1. Log in to your GoHighLevel account.
  2. Navigate to the specific sub-account where Affiliate Manager is active.
  3. Go to Automation and click Workflows.
  4. Select + Create Workflow to start a new automation.

Step 2: Choose the Trigger for Affiliate Leads

You will set a trigger that fires when a contact is assigned from an affiliate source. On the reference help article, the recommended trigger is based on internal actions related to user assignment and affiliate referrals.

  1. Click Add New Workflow Trigger.
  2. Select the trigger type that corresponds to your referral or lead assignment event (for example, a pipeline stage change, tag application, or specific Affiliate Manager action, depending on how your system is configured).
  3. Use filters so the workflow only runs for affiliate-generated leads, such as:
  • A particular pipeline and stage for new affiliate leads.
  • A tag that marks contacts as coming from an affiliate.
  • Custom fields related to affiliate information.

Configuring these conditions ensures that only the correct affiliate referrals enter this workflow in GoHighLevel.

Step 3: Add Internal Notification Actions

Once the trigger is defined, add actions that alert internal users whenever a new affiliate lead is assigned.

  1. Click + Add Action inside the workflow.
  2. Choose Internal Notification or a similar internal alert option.
  3. Configure who receives the notification, such as:
  • The specific assigned user.
  • A team member responsible for affiliate leads.
  • An admin or sales manager who oversees all affiliate referrals.

Customize the internal notification message with key details:

  • Contact name and contact info.
  • Affiliate partner name or ID.
  • Offer or campaign that generated the referral.
  • Next steps the receiving user should take.

This internal notification ensures that each new affiliate referral in GoHighLevel is routed quickly to the right user.

Send Partner Notifications Through GoHighLevel

Beyond alerting your team, you can automatically send messages back to the affiliate partner confirming that their lead was received and is being handled.

Step 4: Configure Email or SMS to Affiliates

  1. In the same workflow, click + Add Action again.
  2. Choose Send Email or Send SMS as the action type.
  3. Set the recipient as the affiliate’s email or phone. This may be pulled from affiliate-related fields or custom fields linked to the contact or affiliate record, depending on your setup.
  4. Write a concise confirmation message, such as:
  • Acknowledgment that their referral has been received.
  • Who on your team is handling the lead.
  • Expected response time or next communication.

Using this approach, affiliate partners receive consistent, professional communication generated automatically by GoHighLevel.

Step 5: Optional CRM and Task Actions

You can expand the Affiliate Manager workflow in GoHighLevel with additional CRM-related actions, including:

  • Moving the contact to a specific pipeline stage for new affiliate leads.
  • Assigning the contact owner dynamically based on rules.
  • Adding notes that log who referred the lead and what offer was used.
  • Creating tasks or reminders for your sales team to follow up.

These optional actions help standardize your sales process and keep all affiliate-related context in one place.

Test and Activate Your GoHighLevel Workflow

Before putting the automation into production, test it carefully to confirm that each type of notification is working as expected.

Step 6: Run Internal Tests

  1. Create a test contact that mimics an affiliate referral.
  2. Trigger the workflow using your defined starting condition.
  3. Verify that internal notifications are delivered to the correct team members.
  4. Check that all custom fields, tags, and pipeline stages are updated properly.

Step 7: Confirm Affiliate Communications

  1. Use a test affiliate account or dummy affiliate profile with your own email.
  2. Submit a referral and wait for the workflow to trigger in GoHighLevel.
  3. Confirm that the partner-facing email or SMS is accurate, branded, and includes all necessary information.
  4. Adjust timing, wording, or conditions if anything appears incorrect.

After successful testing, switch the workflow to Active so it runs for live affiliate leads.

Maintain and Improve GoHighLevel Affiliate Automation

Once the affiliate lead assignment notifications are automated, you can continue refining them based on performance and feedback.

  • Monitor how quickly team members follow up after receiving notifications.
  • Ask affiliate partners whether they understand the status of their referrals.
  • Adjust notification content and frequency to prevent overload while still keeping everyone informed.
  • Update filters and rules when you add new offers, funnels, or pipelines.

For detailed visual steps, screenshots, and the latest interface references, review the official help documentation at this GoHighLevel Affiliate Manager workflow article.

By combining clear internal alerts, automated partner confirmations, and well-structured Affiliate Manager workflows, your team can manage affiliate referrals efficiently and consistently inside GoHighLevel.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.

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