GoHighLevel Complex Automation Setup Made Easy

GoHighLevel Complex Automation Setup Made Easy

February 12, 20254 min read

GoHighLevel is an excellent all-in-one marketing and CRM platform, but one of the most difficult things to deal with as a user is complex automation setup. Automation setup can be overwhelming for users, even if you're an advanced user, it can still be somewhat daunting. It can be difficult to build workflows, triggers, and campaigns all at once.

we're going to cover common GoHighLevel user struggles & solutions complex automation setup while simplifying everything into easy-to-follow steps.

Also Read👉 GoHighLevel Subaccount Checklist Issues and Solutions

Common GoHighLevel Automation Problems and Their Solutions

GoHighLevel Automation Problems and Their Solutions

1. Confusing Workflow Setup

Problems

When users set up workflows, there are so many triggers, actions, and conditions which could sometimes become conflicted.

Solution:

Have a clear vision for what your automation is attempting to achieve before you start setting it up.

Use visual workflow mapping tools (even a paper-and-pen flowchart will do) before you build it out in GHL.

Test each step first on its own before launching the automations.

Use tags and conditions to make sure that leads take the right paths after they start.

2. Delayed or Missed Triggers

Problems

Automations do not trigger on time or do not trigger at all.

Solution:

Make sure all trigger conditions are correct!

Check your time zone settings in your account, just in case it is wrong.

Use the logs in the Automation History to troubleshoot which triggers failed.

Use manual trigger testing before deploying your complete automation.

3. Duplicate or Missing Contacts in Workflows

Problem:

Some contacts receive emails or messages multiple times, while others get skipped.

Solution:

Utilize unique identifiers (like email or phone number) to avoid duplicate contacts.

Use filters and conditions to check whether the contact has already had an action taken on them.

Regularly clean and update your contact list.

4. Email & SMS Not Sending Properly

Problem:

Users are experiencing issues where emails or SMS messages are not being sent successfully.

Solution:

Check your SMTP settings or Twilio (if SMS).

Check domain authentication (SPF, DKIM, and DMARC) with emails for deliverability.

Use the preview & send test feature to test messages before implementing in automations.

Keep an eye on email & SMS reports for delivery failures and change anything they suggest.

5. Lead Scoring & Tagging Issues

Problem:

Users are discovering that leads are not being scored or tagged properly while within automations.

Solution:

Clearly define your lead scoring rules and tagging criteria

Set up correct trigger conditions for lead scoring

Use conditional filters to ensure the correct leads are being scored correctly.


Best Practices for a Smooth GoHighLevel Automation Setup

To avoid common GoHighLevel user problems & solutions complex automation setup, follow these best practices:

Best Practices for a Smooth GoHighLevel Automation Setup

1. Plan Before You Build

Creating a detailed workflow map helps in structuring automations logically.

2. Test Small Before Scaling

Run small-scale tests before launching full-scale automations to prevent unexpected issues.

3. Keep Automations Simple

Avoid unnecessary complexity; use separate automations instead of one overly complicated setup.

4. Regularly Monitor & Optimize

Check your automation logs frequently to spot and fix issues before they affect your campaigns.

5. Leverage GoHighLevel Support & Community

GHL has an active Facebook group, help center, and support team—use them to solve issues quickly.


Frequently Asked Questions (FAQ)

1. How do I troubleshoot a broken automation in GoHighLevel?

Start by checking your automation logs in the Automation History section. Ensure triggers are correctly configured and test manually before launching.

2. Why are my emails not being delivered in GoHighLevel?

Check your SMTP settings, domain authentication (SPF, DKIM, and DMARC), and monitor bounce rates in your email reports.

3. How can I prevent duplicate contacts in my workflow?

Use unique identifiers like email or phone number, and apply filters and conditions to prevent duplication.

4. What is the best way to optimize lead scoring?

Define clear lead scoring criteria, ensure correct trigger conditions, and use conditional filters to refine the scoring process.

5. Can I test automations before making them live?

Yes, always test with a small group of contacts or use the preview & send test feature before full deployment.


GoHighLevel is a fantastic marketing automation software, but complicated automation set up can be a struggle. However, if you understand GoHighLevel user Problems & Solutions complex automation set up, and, use best practices with your automation, you can enhance your workflows and results.

If you are still struggling, consider hiring a GHL expert or get involved in an advanced training program. If you envision a solution, there's no reason why your automation can't run perfectly for your business!

"Helping businesses thrive with Funnel Pandit Specializing in funnel building, workflow automation, and impactful content creation to streamline operations and drive growth. Sharing tips and strategies to maximize GHL’s potential for success".

Deepakshi Saini

"Helping businesses thrive with Funnel Pandit Specializing in funnel building, workflow automation, and impactful content creation to streamline operations and drive growth. Sharing tips and strategies to maximize GHL’s potential for success".

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Pankaj Kaushik

I am Pankaj Kaushik, your dedicated GoHighLevel (GHL) virtual assistant, with a passion for helping businesses streamline their marketing and sales processes. At GHL VA Service, We're specialized in offering Virtual Assistant (VA) support, not just for GoHighLevel but for all GHL-related business needs. With a wealth of experience in automation, CRM management, and funnel building, We are committed to providing customized solutions that drive growth and efficiency for businesses. Whether you are a startup or an established brand, Our expertise ensures you get the most out of your digital tools.

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