Back to Browse

How to Set Up Automations in GoHighLevel (Workflows Tutorial)

238 views
Mar 18, 2026
10:47

➡️ Get an exclusive 30-day free trial to GoHighLevel when you sign up using this link: https://www.gohighlevel.com/ghlmastery ^You'll also get our free pre-built snapshot with hundreds of templates and automations, free live coaching sessions, private community access, & more (worth $15,000!)   ➡️ Already a HighLevel user? Upgrade with our link to claim all our GHL bonuses: https://www.gohighlevel.com/297upgrade?affiliate_upgrade_credit_to_$297=startupwise   In this video, I’ll go over how to set up your GoHighLevel account step by step so you know what to do right after you log in. I’ll cover how to create your account, start your GoHighLevel free trial, and understand the main dashboard without feeling overwhelmed. You’ll also learn the key tabs to focus on first, including Settings, Contacts, Conversations, Calendars, and Automations. This GoHighLevel tutorial is made for beginners who want a simple account setup for leads, calls, messages, and daily business use. Be sure to watch this video all the way as I cover your business profile, user settings, time zone, conversation inbox, and first calendar setup. I’ll show how to organize contacts, use tags, and keep your GoHighLevel CRM clean and easy to manage from the start. You’ll also see common beginner mistakes, what to skip for now, and how to test your setup before you build more. This beginner GoHighLevel setup guide helps you with lead management, appointment booking, client communication, and smarter follow-up. GoHighLevel automations work much better when your account is set up the right way first. Once your contacts, tags, calendars, and conversations are ready, you can build simple workflows, email automation, SMS automation, booking reminders, missed call text back, and lead follow-up with less confusion. This video gives you the base you need for GoHighLevel workflows, forms, funnels, pipeline automation, CRM automation, and day-to-day marketing automation. It’s a clear GoHighLevel for beginners guide that helps you save time, avoid setup mistakes, and make GHL automations easier to use.   If you want to see more comparisons, reviews and tutorials, check out our other videos: GoHighLevel Appointment Booking Setup: Calendars, Reminders & Automation https://youtu.be/rwN4KvUWhpw GoHighLevel SMS Marketing Tutorial (Automations That Actually Convert) https://youtu.be/tnvEo39Ojic   Subscribe to our channel for more GoHighLevel tips, tutorials, walkthroughs, and how-tos. Our channel is dedicated to helping you use GoHighLevel for CRM setup, automation, funnels, websites, and client management easily.   Thank you for watching and have a great day!   – Kyle   #GoHighLevel #CRMSetup #MarketingAutomation   Timeline: 0:00 - Introduction 0:57 - What Workflows Are (Triggers → Actions → Logic) 1:26 - Creating Your First Workflow 2:09 - Choosing the Right Trigger 3:12 - Adding Actions (SMS, Timing & Personalization) 5:37 - Using Tags to Organize Leads 6:35 - Conditions & Smart Automation Logic 8:12 - Testing, Publishing & Common Mistakes 10:10 - Conclusion   Disclaimer: Some of the links above may be affiliate links, which means that if you click on them we may receive a small commission. The commission is paid by the retailers, at no cost to you, and this helps to support our channel and keep our videos free. Thank you! All info from our videos are compiled from online sources and our own experience, and we encourage you to do your own due diligence. We appreciate your viewership!

Download

0 formats

No download links available.

How to Set Up Automations in GoHighLevel (Workflows Tutorial) | NatokHD