GoHighLevel Complex Automation Setup Made Easy

GoHighLevel Complex Automation Setup Made Easy

February 12, 20253 min read

GoHighLevel is a powerful all-in-one marketing and CRM platform, but many users face challenges when dealing with complex automation setup. Whether you're a beginner or an advanced user, setting up workflows, triggers, and campaigns can sometimes be overwhelming.

In this guide, we'll address common GoHighLevel user problems & solutions complex automation setup, breaking everything down 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

Problem:

Many users struggle with setting up workflows due to multiple triggers, actions, and conditions that sometimes conflict with each other.

Solution:

  • Start with a clear goal for your automation before setting it up.

  • Use visual workflow mapping tools (even a simple flowchart on paper) before building it in GHL.

  • Test each step individually before launching the full automation.

  • Use tags and conditions to ensure leads follow the correct paths.

2. Delayed or Missed Triggers

Problem:

Automations do not fire on time or miss triggering altogether.

Solution:

  • Ensure that all trigger conditions are properly set.

  • Double-check your time zone settings in your account.

  • Review the logs in Automation History to troubleshoot failed triggers.

  • Consider using manual trigger testing before deploying full automation.

3. Duplicate or Missing Contacts in Workflows

Problem:

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

Solution:

  • Use unique identifiers (like email or phone number) to avoid duplication.

  • Implement filters and conditions to check if the contact has already received an action.

  • Regularly clean and update your contact list.

4. Email & SMS Not Sending Properly

Problem:

Users report issues where emails or SMS messages do not send as expected.

Solution:

  • Verify your SMTP settings or Twilio (for SMS) integrations.

  • Check domain authentication (SPF, DKIM, and DMARC) for email deliverability.

  • Test messages using the preview & send test feature before automation deployment.

  • Monitor email & SMS reports for delivery failures and adjust accordingly.

5. Lead Scoring & Tagging Issues

Problem:

Users find that leads are not being scored or tagged correctly 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 right leads get 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 an excellent platform for marketing automation, but complex automation setup can be tricky. By understanding GoHighLevel user problems & solutions complex automation setup, and applying best practices, you can streamline your workflows and maximize your results.

If you're still facing issues, consider hiring a GHL expert or joining an advanced training program. With the right approach, you can make automation work seamlessly 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".

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"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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