Update Opportunities in GoHighLevel

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How to Use the GoHighLevel Update Opportunity Workflow Action

In this guide, you will learn step-by-step how to configure the Update Opportunity workflow action inside GoHighLevel. If you are migrating from tools like ClickUp or other CRMs, this tutorial shows you exactly how to automate opportunity updates without manual data entry.

The Update Opportunity action lets you change pipeline details, stages, and statuses automatically whenever a workflow trigger fires. This is essential for keeping your sales pipeline accurate and up to date.

What the GoHighLevel Update Opportunity Action Does

The Update Opportunity workflow action in GoHighLevel modifies existing opportunities that are tied to the contact running through the workflow. It does not create a new opportunity; instead, it updates the current record based on your settings.

Key capabilities include:

  • Moving an opportunity to a different pipeline stage
  • Changing the pipeline or folder where the opportunity lives
  • Updating status to open, won, or lost
  • Keeping opportunity data consistent as contacts move through automations

This action is especially useful in multi-step workflows where you want the opportunity to reflect the customer's most recent behavior.

Where to Find the Update Opportunity Action in GoHighLevel

You can add the Update Opportunity action inside any workflow in GoHighLevel. It is available to both agency and sub-account users who have access to workflows and opportunities.

  1. Log in to your GoHighLevel account.
  2. Open the specific Sub-Account where you manage the pipeline.
  3. Navigate to Automation > Workflows.
  4. Create a new workflow or open an existing one.
  5. Click the plus (+) icon to add a new action.
  6. Choose Update Opportunity from the list of workflow actions.

Once added, you can customize all the fields related to the opportunity update.

Main Settings of the GoHighLevel Update Opportunity Action

When you select the Update Opportunity action, a configuration panel opens. Each option controls how GoHighLevel will update the current opportunity associated with the contact.

Selecting the Opportunity in GoHighLevel

The system automatically attempts to match and update the existing opportunity tied to the contact running through the workflow. If the contact has multiple opportunities, GoHighLevel typically updates the most recent relevant record in that pipeline, depending on your configuration.

Make sure your workflow design clearly defines which opportunity should be affected, often by controlling when opportunities are created and which triggers move them between stages.

Pipeline and Stage Options in GoHighLevel

You can move the opportunity to a specific pipeline and stage. The typical options are:

  • Pipeline – Choose the pipeline that contains the opportunity.
  • Stage – Select the exact stage to move the opportunity into.

Changing the stage is useful for tracking progress such as:

  • New Lead
  • Appointment Set
  • Showed
  • No Show
  • Closed Won / Closed Lost

By controlling these fields, GoHighLevel ensures every opportunity reflects the correct position in your sales process.

Opportunity Status Controls

The Update Opportunity action lets you modify the opportunity status. Common options include:

  • Open – The deal is still active.
  • Won – The deal has been successfully closed.
  • Lost – The deal did not close successfully.

Use this in combination with other workflow actions (like sending emails or assigning tasks) to fully automate your follow-up process inside GoHighLevel.

Step-by-Step: Configuring the GoHighLevel Update Opportunity Action

Follow these steps to configure the action correctly.

1. Add a Trigger for Your Workflow

First, set up a trigger in your GoHighLevel workflow. Some common triggers include:

  • Pipeline Stage Changed
  • Form Submitted
  • Appointment Status Updated
  • Tag Added

The trigger determines when a contact and its related opportunity will enter this automation.

2. Insert the Update Opportunity Action

  1. Click the add action button inside the workflow builder.
  2. Scroll or search for Update Opportunity.
  3. Click to insert it into your workflow.

Place this action at the logical point where you want the opportunity details to be updated, such as after an appointment is booked or after a form is submitted.

3. Choose the Pipeline and Stage

  1. In the action settings, locate the Pipeline dropdown.
  2. Select the correct pipeline where the opportunity should be located.
  3. In the Stage dropdown, choose the exact stage to move the opportunity to.

Make sure the selected pipeline and stage already exist in your GoHighLevel account; otherwise, create them in the Opportunities / Pipelines section before configuring the workflow.

4. Set the Opportunity Status

  1. Find the Status field inside the action settings.
  2. Choose Open, Won, or Lost depending on the desired outcome.

For example:

  • Use Won after a successful payment workflow.
  • Use Lost after a lead cancels or no longer qualifies.
  • Use Open when simply moving a deal along the pipeline.

5. Save and Test the Workflow

  1. Click Save on the workflow.
  2. Turn the workflow ON in GoHighLevel.
  3. Run a test contact through the trigger conditions.
  4. Open the contact's opportunity record under Opportunities and confirm the pipeline, stage, and status were updated correctly.

Testing ensures the Update Opportunity action behaves as expected before you apply it to live leads.

Best Practices for Using Update Opportunity in GoHighLevel

To keep your automations clean and reliable, follow these best practices:

  • Avoid conflicting automations: Do not allow multiple workflows to update the same opportunity at the same time.
  • Standardize pipeline names: Use consistent naming so the correct pipeline and stage are always selected.
  • Map your process first: Sketch your pipeline stages and when each GoHighLevel workflow should move the opportunity.
  • Log changes: Use additional workflow actions (notes, tasks, tags) to track why an opportunity was moved.

Clear structure ensures that every team member understands how automated opportunity updates work.

Troubleshooting GoHighLevel Update Opportunity Issues

If your opportunity does not update as expected, check the following:

  • The contact actually has an existing opportunity in the chosen pipeline.
  • The workflow trigger is firing (verify in workflow execution logs).
  • No other workflow is overriding the stage or status after this action.
  • The workflow is turned ON and saved in GoHighLevel.

When in doubt, run multiple tests with different contacts and opportunities to pinpoint where the configuration may be failing.

Additional Resources

For further details and the original product documentation, review the official GoHighLevel support article here: GoHighLevel: Workflow Action – Update Opportunity.

If you need expert help implementing advanced automation strategies around opportunities, pipelines, and workflows, you can explore consulting services at Consultevo.

By properly configuring the Update Opportunity action in GoHighLevel, you ensure that your sales pipeline always reflects real-time changes in lead behavior, improving visibility, forecasting accuracy, and team productivity.

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