How to Use the GoHighLevel Create Opportunity Workflow Action
If you manage leads in ClickUp or any other tool and want a more powerful pipeline system, the GoHighLevel Create Opportunity workflow action lets you automatically add contacts into your sales pipeline whenever key events happen. This guide walks you through every setting so you can reliably create and track opportunities from your automations.
The Create Opportunity action is used inside workflows to push a contact into a specific pipeline stage. You can control which contact is used, how the opportunity is named, its status, owner, value, and other details that drive your reporting and follow-up sequences.
Where the GoHighLevel Create Opportunity Action Is Used
The Create Opportunity action is available in the workflow builder. It is typically used when you want to track a new deal or stage change based on triggers such as:
- A form submission
- A survey completion
- A new contact added to a list
- A tag added to a contact
- A purchase or other conversion event
Whenever the workflow trigger fires, the Create Opportunity step can automatically log a new opportunity in the pipeline you choose.
Adding the Create Opportunity Action in GoHighLevel Workflows
To start using this feature in GoHighLevel, you must add the action inside an existing or new workflow.
- Open your GoHighLevel account and navigate to Automation > Workflows.
- Select an existing workflow or click to create a new one.
- Inside the workflow builder, click the + button to add a new action.
- From the list of actions, choose Create Opportunity.
- Once added, click the action block to configure all of its options.
After inserting the action, you can customize each field so the opportunity is created with the right contact, values, and pipeline data.
Configuring the Contact for a GoHighLevel Opportunity
The first step is deciding which contact the opportunity should be associated with. The Create Opportunity action will present options based on the workflow setup.
Contact Options in GoHighLevel
When configuring the action, you will typically see a Contact drop-down. Common options include:
- Current Workflow Contact – Uses the contact that triggered the workflow. This is the most common choice.
- Specific Contact – Lets you select a fixed contact record (used less often, usually for testing).
In most real-world automations, you will select the current workflow contact so that every person entering the workflow gets their own opportunity created.
Choosing the Pipeline and Stage in GoHighLevel
The most important part of the Create Opportunity action is mapping the opportunity to a pipeline and stage.
Selecting a Pipeline
In the Pipeline field, choose which pipeline the new opportunity should be added to. Pipelines may represent different processes, such as:
- Sales pipeline
- Onboarding pipeline
- Renewals pipeline
- Custom pipelines for specific services
Select the pipeline that matches the journey you want this contact to follow.
Selecting a Stage
After selecting a pipeline, choose the Stage where the new opportunity should be created. Stages are the columns within your pipeline, such as:
- New Lead
- Qualified
- Proposal Sent
- Won
- Lost
Pick the stage that best represents the contact’s current position. For example, a form submission might create an opportunity in the New Lead stage, while a booked appointment might jump directly to Qualified.
Naming and Describing the GoHighLevel Opportunity
You can customize how opportunities appear in the pipeline so your team can recognize them quickly.
Opportunity Name
Use the Opportunity Name field to define a clear label. You can type a static name or use merge fields, such as:
{{contact.full_name}}– Contact name{{contact.company}}– Company name{{workflow.trigger}}– Trigger context (depending on available variables)
For example, you might set the opportunity name to {{contact.full_name}} – New Lead to make pipeline cards easy to scan.
Opportunity Description
The Description field lets you store extra context about why the opportunity was created. Here you can capture:
- Which form or page the contact came from
- Any qualifying information they submitted
- Internal instructions for your sales team
Use concise text and, if needed, merge fields to record important details automatically.
Opportunity Status and Value Settings in GoHighLevel
The Create Opportunity action includes controls for status and estimated value, which are vital for forecasting and reporting.
Status (Open, Won, Lost, Abandoned)
In the Status field, choose one of the available statuses, such as:
- Open – Active opportunity that is still being worked.
- Won – Successfully closed deal.
- Lost – Deal that did not convert.
- Abandoned or similar options depending on your setup.
When creating new opportunities from workflows, you will usually set the status to Open. Statuses like Won and Lost are often applied later in the process.
Monetary Value
The Value field is used to record the estimated deal amount. You can:
- Enter a fixed value, such as 997 for a standard offer.
- Use merge fields to pull a price from another source if available.
Filling this field consistently improves revenue projections and pipeline reports.
Assigning Owners and Sources in GoHighLevel
Ownership and source fields give you better visibility into who is responsible and how the opportunity arrived.
Assigning a User or Owner
Use the Owner or User field to assign the opportunity to a specific team member. Typical options include:
- A static user, such as a sales rep or account manager.
- Leaving it unassigned so someone can claim it later.
In high-volume pipelines, assigning by default can help ensure faster follow-up times.
Setting the Source
The Source field lets you record where the opportunity came from, such as:
- Facebook Ads
- Google Ads
- Organic Search
- Referral
- Webinar Registration
Accurate source tracking helps you analyze which marketing channels are creating the most valuable opportunities.
Using Advanced Options in the GoHighLevel Create Opportunity Action
Depending on your account configuration, the Create Opportunity action may include advanced or optional fields. These can enhance automation logic and reporting.
Optional Fields You May See
- Priority – Marks an opportunity as high, medium, or low priority.
- Expected Close Date – Estimates when the deal might close.
- Tags – Automatically adds tags to the contact for segmentation.
- Custom Fields – Allows you to map workflow data into custom opportunity or contact fields.
Use these fields carefully, focusing only on data that will actually be used in your process to avoid clutter.
Best Practices for GoHighLevel Workflow Opportunities
To get consistent results with the Create Opportunity action, keep these practices in mind:
- Define one primary pipeline for your main sales process to avoid fragmentation.
- Standardize stage names so reporting is meaningful across all workflows.
- Use merge fields for opportunity names and descriptions so your cards always carry context.
- Align statuses with your actual sales process; keep most automated creations as Open.
- Monitor pipeline metrics regularly to ensure opportunities are being created correctly.
Troubleshooting GoHighLevel Create Opportunity Issues
If opportunities are not appearing as expected in your pipeline, review the following:
- Check the workflow trigger – Confirm that contacts are actually entering the workflow.
- Confirm the contact option – Make sure the action is set to use the correct contact.
- Verify pipeline and stage – Ensure the selected pipeline and stage exist and are spelled correctly.
- Look at filters and conditions – If you use conditions before the action, confirm they are not blocking contacts unexpectedly.
- Review user permissions – Confirm you have access to view the pipeline and stage.
If the configuration looks correct but issues persist, compare your settings with the official documentation for additional details or updates.
Additional Resources for GoHighLevel Users
For the original reference on the Create Opportunity workflow action, see the official documentation at this GoHighLevel help article. You can also explore strategic automation guides and implementation support from agencies such as Consultevo to build complete pipelines around this action.
By correctly configuring the Create Opportunity action in your GoHighLevel workflows, you ensure every important interaction is tracked as a deal, improving visibility, accountability, and revenue forecasting across your entire sales pipeline.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.
“`