How to Use the GoHighLevel Opportunity Created Workflow Trigger

The GoHighLevel Opportunity Created workflow trigger is a powerful automation tool for managing leads and deals, similar to how ClickUp automates task workflows. This guide walks you through how to configure and use this trigger step by step so you can automatically respond whenever a new opportunity is created in your sales pipeline.

What the GoHighLevel Opportunity Created Trigger Does

The Opportunity Created trigger in GoHighLevel starts a workflow the moment a new opportunity record is added to your selected pipeline. This allows you to:

• Launch instant follow-up messages to new leads.
• Assign tasks to your team when a deal enters the pipeline.
• Apply tags, update fields, or move prospects to nurture campaigns.
• Standardize your sales process across all new opportunities.

By using this trigger correctly, every new opportunity can automatically be processed according to your predefined workflow rules.

Where to Find the GoHighLevel Opportunity Trigger

To locate and configure the Opportunity Created workflow trigger in GoHighLevel, follow these steps:

1. Log in to your GoHighLevel account.
2. Open the Automation or Workflows section from the left-hand menu.
3. Create a new workflow or open an existing workflow.
4. Click on Add Trigger at the top of the workflow builder.
5. In the trigger list, select Opportunity Created.

Once selected, you will see configuration options that define exactly when the workflow should run.

Key Settings for the GoHighLevel Opportunity Created Trigger

When you choose the Opportunity Created trigger in GoHighLevel, you will configure several conditions. These ensure the workflow only fires for the right opportunities.

1. Choose the GoHighLevel Pipeline

The first and most important filter is the Pipeline selection. This tells GoHighLevel which sales pipeline will be monitored for new opportunities.

• Select the specific pipeline where you track new leads or deals.
• If you leave this broad, any new opportunity in that pipeline can trigger the workflow.
• If you use multiple pipelines (for example, different locations or product lines), create separate workflows for each when needed.

2. Set the Pipeline Stage (Optional)

You can narrow the trigger by selecting a specific Stage within the chosen pipeline:

• Choose the initial stage where new opportunities usually land (e.g., “New Lead”).
• Use this to ensure the workflow runs only when an opportunity is first entered into your funnel.
• Leave it broader if you want to trigger on any new opportunity regardless of stage.

3. Filter by Status of the Opportunity

Within the Opportunity Created trigger in GoHighLevel, you can filter by Status values such as:

• Open – for active, working opportunities.
• Won – for opportunities that are immediately created as closed deals.
• Lost – rarely used on creation, but available.

For most automation of new leads, you will typically select Open so that your workflow targets active pipeline entries.

4. Additional Filters and Conditions

Depending on the exact options available on your GoHighLevel plan and setup, you may also refine the trigger based on:

• Source – where the opportunity came from (for example, specific forms or campaigns).
• Assigned User – to run different workflows for different sales reps.
• Tags – to start automations only when particular tags are present.

Combining these helps you build very targeted workflows and avoid triggering automations for the wrong opportunities.

How to Build a Workflow Around the GoHighLevel Opportunity Trigger

Once your Opportunity Created trigger is configured in GoHighLevel, you need to add actions and logic steps to define what should happen next.

Step-by-Step Workflow Example

1. Add the Opportunity Created trigger
   Set your pipeline, stage, and status to match new leads entering your funnel.
2. Send an immediate confirmation
   Add an action to send an email or SMS confirming you received the lead and setting expectations.
3. Notify your sales team
   Create an internal notification, such as an email, SMS, or in-app notification to the assigned user or group.
4. Apply lead tags
   Use tag actions to categorize the contact based on the pipeline or source.
5. Start a nurture sequence
   Add wait steps, conditional logic, and follow-up messages to keep the lead engaged over time.

This type of workflow ensures every new opportunity is handled consistently from the moment it is created in your GoHighLevel pipeline.

Best Practices for Using the GoHighLevel Opportunity Created Trigger

To get the most from the Opportunity Created trigger in GoHighLevel, follow these best practices:

• Use clear pipelines and stages so triggers run on the right records.
• Avoid overlapping workflows that could send duplicate messages when multiple triggers match the same opportunity.
• Test with sample opportunities before going live, verifying each action fires at the right time.
• Document your automation rules so your team knows which pipelines and stages are connected to which workflows.

Solid structure and testing protect you from confusing lead experiences or inconsistent follow-up.

Troubleshooting the GoHighLevel Opportunity Created Trigger

If your workflow does not fire as expected, check the following areas inside GoHighLevel:

• Confirm the opportunity is being created in the correct pipeline.
• Verify the stage and status match the trigger filters.
• Ensure the workflow is published or active, not in draft.
• Check whether other triggers might be conflicting or stopping the workflow.

You can create test opportunities and watch the workflow history to confirm when and how the trigger runs.

Learn More About GoHighLevel Opportunity Triggers

For the most accurate and detailed reference information about the Opportunity Created trigger, review the official GoHighLevel documentation here: GoHighLevel Opportunity Created workflow trigger guide.

If you want strategic help designing pipelines, workflows, and automation systems around GoHighLevel, you can explore professional consulting resources such as Consultevo for more in-depth optimization support.

By correctly setting up and maintaining the Opportunity Created trigger in your GoHighLevel account, every new opportunity will automatically enter a structured, reliable workflow that supports faster responses, better sales visibility, and a higher likelihood of closing deals.

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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