GoHighLevel WhatsApp Workflow Setup

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GoHighLevel WhatsApp Workflow Setup Guide

This step-by-step guide explains how to integrate WhatsApp messaging into your GoHighLevel workflows so you can automate conversations much like you might organize tasks in ClickUp. You will learn how to connect your WhatsApp number, configure your settings, and add WhatsApp steps inside your existing automation sequences.

The instructions below are based on the official GoHighLevel help documentation for WhatsApp workflow integration and will walk you through every screen you need to visit inside your account.

What You Need Before You Start in GoHighLevel

Before you add WhatsApp actions inside a GoHighLevel workflow, make sure you meet these basic requirements:

  • An active GoHighLevel account with admin access to the sub-account where you want to use WhatsApp.
  • A WhatsApp-enabled number connected through an approved provider inside your GoHighLevel settings.
  • Access to the Automation or Workflow builder in the correct location (sub-account).
  • At least one WhatsApp template approved (if your provider requires templates for outbound messages).

Once these items are in place, you can safely begin configuring WhatsApp automation inside GoHighLevel.

How to Connect WhatsApp in GoHighLevel Settings

The first step is to ensure your WhatsApp number is properly connected inside your GoHighLevel location settings. Without this connection, WhatsApp won’t appear as an option in your workflow actions.

Step 1: Open Your GoHighLevel Location

  1. Log in to your GoHighLevel account.
  2. Select the desired Location (sub-account) from the left-hand sidebar.
  3. Confirm you are in the correct business account where you want to send WhatsApp messages.

Step 2: Access WhatsApp Integration Area

  1. Within your GoHighLevel location, go to Settings.
  2. Look for a menu option related to messaging, such as WhatsApp or Messaging integrations.
  3. Click the WhatsApp integration option to open its configuration screen.

Step 3: Connect Your WhatsApp Number

On the WhatsApp integration screen in GoHighLevel, you will typically see fields to connect or authorize your WhatsApp number through your provider (for example, a WhatsApp Business API partner).

  1. Click the button or link to Connect or Add WhatsApp Number.
  2. Follow the on-screen steps, which can include:
    • Logging into your provider account.
    • Selecting the phone number to use.
    • Authorizing GoHighLevel to send and receive messages via that number.
  3. Save your configuration when prompted.

After this is done, the WhatsApp channel becomes available for workflow actions inside your GoHighLevel location.

Creating a GoHighLevel Workflow for WhatsApp

With your WhatsApp number connected, the next task is to build or edit a workflow that can send WhatsApp messages automatically based on triggers and conditions in GoHighLevel.

Step 4: Open the GoHighLevel Workflow Builder

  1. From the left-hand menu in GoHighLevel, navigate to Automation or Workflows.
  2. Click Create Workflow to build a new one, or open an existing workflow you want to enhance with WhatsApp messaging.
  3. Name the workflow so it clearly indicates that it contains WhatsApp actions (for easy management later).

Step 5: Configure Your Workflow Trigger

In GoHighLevel, workflows start when a trigger condition is met. Set up a trigger that fits your WhatsApp use case, such as:

  • Form Submitted – send a WhatsApp confirmation when a lead fills out a form.
  • Pipeline Stage Changed – send an update when a deal moves to a new stage.
  • Appointment Booked – send a WhatsApp reminder or confirmation to the contact.

Choose a trigger and configure its filters (e.g., specific form, pipeline, or calendar) according to your GoHighLevel setup.

Adding WhatsApp Actions in GoHighLevel Workflows

Once your trigger is ready, you can add one or more WhatsApp message steps within the workflow. This is the core of WhatsApp workflow integration inside GoHighLevel.

Step 6: Insert a WhatsApp Send Action

  1. Inside the workflow builder, click the + icon where you want to insert the action.
  2. In the action list, look for an option such as Send WhatsApp or a similar WhatsApp messaging action.
  3. Select the WhatsApp action to add it to your GoHighLevel workflow.

After selecting it, a configuration panel will appear on the right side of the builder (or in a pop-up window, depending on your interface layout).

Step 7: Configure Your WhatsApp Message in GoHighLevel

In the WhatsApp action settings, you will usually configure:

  • From Number – the WhatsApp-enabled number you connected in GoHighLevel.
  • To Contact – typically auto-filled with the workflow contact’s phone number field.
  • Message Content – the body of the WhatsApp message.
  • Template – if templates are required by your WhatsApp provider, choose from approved templates.

Use personalization tokens to merge contact data into your WhatsApp messages in GoHighLevel, such as first name, appointment date, or pipeline stage. This keeps your automation relevant and engaging.

Step 8: Add Delays and Conditions Around WhatsApp Messages

To build more advanced GoHighLevel automations, surround your WhatsApp send step with delays and conditional logic:

  • Delays – wait a specific amount of time before or after sending a WhatsApp message.
  • If/Else Conditions – branch the workflow based on tags, pipeline stage, or prior WhatsApp interactions.
  • Goals – end or jump in the workflow when a contact meets certain criteria, such as replying or booking an appointment.

These elements help you manage complex communication flows with WhatsApp directly in GoHighLevel.

Testing Your WhatsApp Workflow in GoHighLevel

Before you activate any new automation, test the WhatsApp steps to ensure messages send correctly and at the right times inside GoHighLevel.

Step 9: Run a Test Contact Through the Workflow

  1. Create or choose a test contact record with a valid WhatsApp number.
  2. Trigger the workflow using your configured condition (for example, submit a test form or move the contact in the pipeline).
  3. Monitor the workflow history for that contact and confirm that the WhatsApp step runs without errors.
  4. Verify on your phone that the WhatsApp message is delivered and displays the correct personalized data.

If anything is missing or incorrect, go back into the GoHighLevel workflow, adjust the WhatsApp action settings, and run another test.

Managing and Optimizing GoHighLevel WhatsApp Workflows

Once your WhatsApp automation is live in GoHighLevel, track performance and optimize for better engagement.

  • Review workflow reporting and logs to see if WhatsApp messages are sent as expected.
  • Adjust timing, copy, or templates based on response rates.
  • Use tags or custom fields to segment contacts who interact via WhatsApp.

Over time, refine your GoHighLevel workflows so that WhatsApp becomes a core communication channel in your automation strategy.

Additional Resources for GoHighLevel WhatsApp Integration

For more technical details and any updates to the WhatsApp workflow integration process, always refer to the official documentation:

If you need strategic help designing high-converting automations, funnels, or CRM processes around WhatsApp and GoHighLevel, you can explore consulting services at Consultevo.

By following the steps above, you can confidently integrate WhatsApp into your GoHighLevel workflows, automate key touchpoints, and maintain more responsive, conversational communication with your leads and customers.

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