Create Contacts in GoHighLevel

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How to Create a New Contact in GoHighLevel

ClickUp users and other CRM teams often move to GoHighLevel to manage leads and clients in one place. Understanding how to properly create a new contact in GoHighLevel ensures your pipelines, campaigns, and automations run smoothly from day one.

This step-by-step guide explains the different ways to add contacts, the key fields you should complete, and how to avoid common data issues when working inside the GoHighLevel CRM.

GoHighLevel contacts overview

In GoHighLevel, every lead, prospect, and customer is stored as a contact record. A contact can hold:

  • Personal details (name, email, phone)
  • Custom fields and tags
  • Conversations, notes, and tasks
  • Pipeline and opportunity data
  • Appointment history and activity logs

The more accurate your contact data is, the better GoHighLevel can power your automations, reporting, and follow-up campaigns.

Access the Contacts section in GoHighLevel

Before you create a new record, you need to open the Contacts area of your GoHighLevel location.

  1. Log in to your GoHighLevel account.
  2. Select the correct location (if you manage multiple locations).
  3. In the left-hand menu, click Contacts.

You will now see your existing contacts list, filters, and search bar. From here you can add, edit, or manage contact records.

Manually create a new contact in GoHighLevel

To add a single person, use the manual create option inside GoHighLevel.

  1. Open the Contacts page.
  2. Click the Add Contact or Create Contact button (typically at the top right).
  3. Fill in the basic contact details:
  • First Name and Last Name
  • Email address
  • Phone number (including country code, if applicable)
  • Company or organization (optional)
  • Address details, if needed

These core fields allow GoHighLevel to send emails, SMS, and make sure conversations are correctly linked.

Recommended fields to complete in GoHighLevel

Depending on your workflow, consider also completing:

  • Tags – Segment contacts by interests, source, or stage.
  • Custom fields – Capture information unique to your business.
  • Source – Track where the contact came from (ad, form, referral, etc.).
  • Time zone – Improve timing for automated messages.

Saving rich data at creation time makes GoHighLevel automations more targeted and accurate.

Bulk create contacts in GoHighLevel via import

If you are moving from another CRM or marketing platform, you can import multiple contacts into GoHighLevel in one process.

  1. Prepare a CSV file with your contacts.
  2. Ensure columns include at least name, email, and/or phone.
  3. From the Contacts page, click the Import option.
  4. Upload your CSV file.
  5. Map each CSV column to the correct GoHighLevel field (such as Email, Phone, First Name).
  6. Confirm and start the import.

After the import, review a few sample records to confirm that data mapped correctly into GoHighLevel fields and that tags or custom fields were assigned as expected.

Best practices for GoHighLevel imports

  • Clean your list before importing to remove duplicates and invalid emails.
  • Use consistent naming for tags and custom fields.
  • Check and set country codes for phone numbers.
  • Test with a small sample file before importing your entire database.

Create contacts from forms and funnels in GoHighLevel

When visitors submit forms or funnels that are built inside GoHighLevel, new contact records can be created automatically.

  1. Build or open an existing GoHighLevel form or funnel.
  2. Make sure the form includes email and/or phone fields.
  3. Connect the form or funnel to the correct GoHighLevel location.
  4. Enable any automations that should trigger on form submission.

Each submission will generate or update a contact based on unique identifiers such as email or phone. This keeps your GoHighLevel database automatically updated as new leads come in.

Using automations when contacts are created in GoHighLevel

After a new contact is created from a form, you can use workflows to:

  • Send a welcome email or SMS
  • Assign the contact to a specific pipeline stage
  • Notify a sales rep via email or internal notification
  • Apply tags for segmentation and follow-up

These automated actions leverage GoHighLevel’s workflow engine to ensure no new lead is missed.

Create contacts from conversations in GoHighLevel

When someone messages you through connected channels, such as SMS or email, GoHighLevel can create or match a contact for that person.

  • Incoming SMS with a new phone number can become a new contact.
  • New emails can be associated to a contact based on email address.
  • Social or other integrated channels can also feed new contacts into GoHighLevel when configured.

Always confirm that automatically created contacts have the correct name, tags, and other details. You can edit the record directly from the conversation view inside GoHighLevel.

Editing and updating GoHighLevel contacts

After a contact exists, you can adjust their details as the relationship progresses.

  1. Open the Contacts section.
  2. Search for the contact by name, phone, or email.
  3. Click the contact to open the detailed record.
  4. Edit any field, add tags, or update custom fields.
  5. Click Save to apply changes.

Keeping GoHighLevel records updated ensures your sales pipelines, campaigns, and analytics remain accurate.

Managing duplicates in GoHighLevel

From time to time, you may have duplicate contacts if the same lead uses multiple forms or channels.

  • Use filters or search to identify possible duplicates.
  • Confirm which record has the most complete data.
  • Merge or clean up entries where appropriate.

Maintaining a clean GoHighLevel database will improve deliverability and automation performance.

Next steps and additional GoHighLevel resources

Once you are comfortable creating and managing contacts in GoHighLevel, you can expand into:

  • Building multi-step workflows tied to contact events
  • Designing pipelines that use GoHighLevel opportunities
  • Setting up advanced segmentations using tags and custom fields

For a deeper look at the official process to create new contacts, review the original GoHighLevel documentation here: GoHighLevel create new contact guide.

If you need expert implementation, CRM migration help, or broader marketing automation strategy around GoHighLevel, you can explore services from Consultevo, a consulting firm focused on performance-driven systems.

By following the steps above and using best practices for data quality, you will keep your GoHighLevel contact list organized, reliable, and ready for powerful automation.

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