How to Use the GoHighLevel Opportunity Created Workflow Trigger
When you manage leads across tools like ClickUp and GoHighLevel, automations become essential for keeping sales pipelines accurate and up to date. This guide explains, step by step, how to use the Opportunity Created workflow trigger in GoHighLevel so that every new deal, lead, or opportunity can automatically kick off actions in your automation system.
The instructions below are based on the official GoHighLevel documentation for the Opportunity Created trigger and focus on the options you see when configuring it inside the workflow builder.
What the GoHighLevel Opportunity Created Trigger Does
The Opportunity Created trigger in GoHighLevel activates a workflow whenever a brand‑new opportunity is added to your pipeline. This can be from a form, funnel, CRM action, or manual creation inside a pipeline stage.
Once enabled, it lets you:
- Start automated follow‑up sequences for new leads.
- Assign team tasks based on the pipeline and stage.
- Filter opportunities by location, status, or source.
- Route different types of opportunities into different workflows.
This trigger only fires when an opportunity is first created, not when it is updated or moved between stages.
How to Add the GoHighLevel Opportunity Created Trigger
Follow these steps inside your GoHighLevel account to add the trigger to a workflow:
- Open the Workflows section
From your dashboard, go to the automation or workflows area where you build workflow automations.
- Create or open a workflow
Click to create a new workflow or open an existing one where you want to use the Opportunity Created trigger.
- Add a new trigger
At the top of the workflow editor, click the option to add or select a trigger.
- Choose “Opportunity Created”
From the list of available triggers, select Opportunity Created. This sets the workflow to run whenever a new opportunity is added that matches your filters.
- Configure the trigger filters
Use the available filters (explained in the next sections) to precisely control which new opportunities will start this workflow.
- Save your trigger
Click Save so the trigger is attached to the workflow, then continue adding actions and conditions as needed.
Key Filters for the GoHighLevel Opportunity Created Trigger
GoHighLevel gives you multiple filters for this trigger so you can target only the opportunities that matter for a specific automation.
GoHighLevel Location Filter
The Location filter lets you limit the trigger to opportunities created in one or more specific locations in your GoHighLevel account.
Typical uses:
- Run location‑specific follow‑ups for different offices or regions.
- Prevent opportunities from certain locations from entering this workflow.
- Segment automations when you manage multiple brands in one account.
If you leave this filter empty or set to “All,” any new opportunity across all locations can trigger the workflow, assuming it meets your other conditions.
GoHighLevel Pipeline and Stage Filters
The Pipeline and Stage filters allow you to trigger automations only when opportunities are created in particular pipelines and specific stages of those pipelines.
Best practices:
- Use different workflows for different sales pipelines such as “New Leads,” “Onboarding,” or “Renewals.”
- Trigger nurture sequences only from early stages like “New Lead” or “Cold Lead.”
- Trigger account manager tasks from later stages like “Won” or “Implementation.”
To use these filters, choose the relevant pipeline from the dropdown, then select the stage or stages where an opportunity must be created to start the workflow.
GoHighLevel Status Filter
The Status filter controls which opportunity statuses can trigger the workflow. Common statuses include:
- Open – active opportunities still in play.
- Won – closed deals that are successful.
- Lost – closed deals that did not convert.
Use this filter to focus on:
- Brand‑new leads with an open status.
- Recently won opportunities that need onboarding or upsell automations.
- Lost opportunities that should go into a re‑engagement sequence.
GoHighLevel Source Filter
The Source filter lets you trigger workflows based on where the opportunity originated. This can include items such as specific campaigns, forms, funnels, or tracking sources set when the opportunity was created.
Example uses:
- Send a custom email sequence for leads from a particular webinar or event.
- Route paid‑ad leads into a high‑priority follow‑up workflow.
- Separate organic leads from referral leads for better reporting.
By combining source with pipeline, stage, and location, GoHighLevel allows very granular automation paths for different types of opportunities.
Configuring GoHighLevel Trigger Settings
Beyond filters, the Opportunity Created trigger in GoHighLevel also includes control settings that affect how and when a contact can enter the workflow.
Once vs Multiple Enrollments
In the trigger settings, you can typically configure whether a contact can enter the workflow:
- Only once – the contact will not be enrolled again, even if more opportunities are created.
- Multiple times – the contact can re‑enter if another qualifying opportunity is created.
For lead‑nurture workflows that should only run a single time per person, choose the one‑time option. For renewal, upsell, or recurring project pipelines, allowing multiple enrollments might be more appropriate.
Testing Your GoHighLevel Opportunity Trigger
After adding the Opportunity Created trigger and setting your filters, test it to ensure everything works as expected.
- Create a test contact
Add a contact with details you can easily recognize.
- Create a new opportunity
In the selected pipeline and stage, create an opportunity linked to this test contact that matches your trigger filters (location, source, status).
- Monitor the workflow
Open the workflow and check the history or recent activity to confirm the test contact entered via the Opportunity Created trigger.
- Adjust filters if needed
If the opportunity does not trigger the workflow, recheck your location, pipeline, stage, status, and source settings, then try again.
Example Uses of the GoHighLevel Opportunity Created Trigger
Here are a few practical examples of how teams commonly use this trigger in GoHighLevel:
- Immediate lead follow‑up
Whenever a new lead is added to the “New Lead” stage, automatically send a welcome email, assign a sales rep, and set a follow‑up task.
- Won‑deal onboarding
When an opportunity is created in a “Won” stage (for deals created directly in that stage), start an onboarding workflow that includes internal tasks, emails, and reminders.
- Partner or referral leads
Use the source filter to identify referral opportunities and send them through a special high‑touch nurture workflow.
Additional Resources for GoHighLevel Users
To explore more technical documentation on this trigger, including any recent updates to behavior or filters, review the official article: GoHighLevel Opportunity Created Trigger.
If you need strategic help designing scalable workflows, pipelines, or CRM structures around GoHighLevel, you can also visit Consultevo for consulting and implementation support.
Summary
The Opportunity Created workflow trigger in GoHighLevel is a precise way to launch automations whenever a new deal or lead enters your pipeline. By correctly configuring filters for location, pipeline, stage, status, and source, and by testing your setup with example opportunities, you can ensure that only the right opportunities start each workflow and that your sales and follow‑up processes remain fully automated and consistent.
Need Help With GoHighLevel?
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