GoHighLevel If/Else Workflow Guide

In this guide, you will learn how to use the If/Else workflow action in GoHighLevel to build smarter automation, similar to branching rules you might know from ClickUp or other tools. You will see how to create conditions, add branches, and control what happens to contacts based on their behavior or data.

The If/Else action lets you split a workflow into multiple paths so different contacts can receive different follow-up steps, messages, or updates depending on whether they meet specific criteria.

What Is the GoHighLevel If/Else Workflow Action?

The If/Else workflow action in GoHighLevel is a conditional branching tool. It checks conditions you define and then directs contacts down the matching branch. This helps you customize automation without creating separate workflows for every scenario.

Common uses for the If/Else action include:

Sending different emails depending on tags or pipeline stages.
Delaying or stopping automation when a lead books an appointment.
Updating contact fields only when certain criteria are met.
Moving contacts to different campaigns based on responses.

Accessing Workflows in GoHighLevel

Before you can use the If/Else action, you must open or create a workflow in GoHighLevel.

Log in to your GoHighLevel account.
Navigate to the Automation or Workflows section from the left menu.
Select an existing workflow or click to create a new workflow.
Choose the trigger you want to start the workflow, such as form submission, appointment booked, or tag added.

Once the workflow builder is open, you can insert actions in the visual flow, including the If/Else branching action.

Adding an If/Else Action in GoHighLevel

Follow these steps to add the If/Else action to a workflow in GoHighLevel:

In the workflow canvas, click the + button where you want to branch the automation.
From the list of actions, select If/Else.
A condition editor will appear, allowing you to configure one or more criteria.
Set the condition logic (for example, contact field, tag, appointment status, or pipeline stage).
Save the condition. The workflow will now display separate branches based on the results.

By placing the If/Else action at key points, you can decide how different contacts move through your GoHighLevel workflow.

Configuring Conditions in a GoHighLevel If/Else Action

Conditions control how the If/Else action behaves. You can use multiple criteria to refine who goes down each branch.

Types of Conditions You Can Use in GoHighLevel

Inside the If/Else action, GoHighLevel allows you to check a range of data points. Common condition types include:

Contact Details – name, email, phone, custom fields, and more.
Tags – whether a contact has or does not have a specific tag.
Appointments – appointment status or whether a contact has booked.
Pipelines and Opportunities – stage, status, or assigned pipeline.
Campaign or Workflow Status – whether they are active in another automation.

Each condition generally includes:

Field or property to evaluate.
Operator such as is, is not, contains, does not contain, greater than, or less than.
Value to compare against, such as a tag name, stage, or text value.

Building Multiple Conditions in GoHighLevel

You can combine multiple conditions in a single If/Else action to create more advanced logic. GoHighLevel typically lets you group conditions using:

AND logic – all conditions must be true.
OR logic – at least one condition must be true.

For example, you can create a branch that only applies when:

The contact has the tag “Hot Lead” AND
The opportunity is in a specific stage.

This allows you to send very targeted follow-up based on a combination of factors in your GoHighLevel system.

Understanding Branches in the GoHighLevel If/Else Action

Once you set up your conditions, the If/Else action automatically creates branches. Each branch represents a path that contacts can follow depending on which criteria they meet.

Main Branch Types in GoHighLevel If/Else

While the exact labels can vary, the idea is the same: GoHighLevel routes contacts to the branch whose condition evaluates as true.

YES (If) Branch – contacts who meet the condition.
NO (Else) Branch – contacts who do not meet the condition.

In more advanced setups, you may configure multiple conditional branches (for example, Branch A, Branch B, Branch C) each with its own rule, plus a final catch-all branch for everyone else.

Adding Actions Under Each Branch in GoHighLevel

After your branches exist, you can click the + button under each branch to add different actions. For example:

Under the YES branch, send a high-priority follow-up email and notify your sales team.
Under the NO branch, send a nurturing sequence with more educational content.

Each branch can contain its own series of steps, delays, updates, and other workflow actions. This is how you personalize automation in GoHighLevel based on behavior rather than sending every contact through the same path.

Example Use Cases for GoHighLevel If/Else

Here are practical ways to apply If/Else branching in your GoHighLevel workflows.

Split Leads by Appointment Status

Trigger the workflow when a contact submits a lead form.
Add a delay to allow time for booking.
Add an If/Else action:

Condition: Appointment status is “Booked”.
YES branch: Send confirmation, add a task for your team, and update the pipeline stage.
NO branch: Send a reminder email with a link to schedule.

Send Different Follow-Up by Tag in GoHighLevel

Trigger on a new contact added to your CRM.
Insert an If/Else action:

Condition: Contact has tag “VIP”.
YES branch: Send a premium welcome sequence and notify a dedicated account manager.
NO branch: Send a standard welcome email series.

Nurture Based on Pipeline Stage

Use the If/Else action to adapt follow-up to the opportunity stage in GoHighLevel. For example, send educational content to early-stage leads, while sending urgency-focused messages to late-stage opportunities.

Editing and Managing GoHighLevel If/Else Actions

Once your If/Else actions are in place, you can edit them as your processes evolve.

Open the workflow in GoHighLevel.
Click the If/Else action block you want to modify.
Adjust the conditions, add new criteria, or remove old ones.
Review each branch to make sure the actions still align with your updated rules.
Save your workflow and test with sample contacts.

Regularly reviewing these branches ensures your GoHighLevel automation stays accurate as your funnel and messaging change.

Best Practices for Using If/Else in GoHighLevel

Keep logic simple – avoid building extremely complex condition sets inside a single If/Else action. Use multiple smaller branches when needed.
Name branches clearly – label actions and notes so you remember why each branch exists.
Test with sample contacts – run test records through the workflow to confirm they follow the expected branch.
Document your flows – keep a simple diagram or reference in an internal document so your team understands how GoHighLevel logic works.

To go deeper into strategy, automation design, and implementation help around GoHighLevel and related systems, you can explore additional resources at Consultevo.

Where to Learn More About GoHighLevel If/Else

If you want more technical detail straight from the platform documentation, review the original support article here: GoHighLevel If/Else Workflow Action. Use this official reference together with the steps in this guide to design clean, efficient workflows that react intelligently to contact behavior.

By understanding and applying the If/Else action correctly, you can turn GoHighLevel into a powerful rules-based automation engine that sends the right message to the right person at the right time.

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