- No more dropped leads. No more guessing who’s up next.
- Quick Summary: Round Robin Contact Assignment
- Why Round Robin Assignment + Notifications Matter
- How to Set It Up Round Robin Contact Assignmen in GHL
- Real-World Use Case of Round Robin Contact Assignment
- FAQs: Round Robin Contact Assignment in GoHighLevel
- Conclusion
No more dropped leads. No more guessing who’s up next.
This 5-minute guide will show you how to set up round robin contact assignment in GoHighLevel that ensures your sales team gets leads evenly—and gets notified instantly.
When new contacts come into your CRM, someone has to follow up. Fast. But manually deciding who gets what leads? That’s a recipe for delays, dropped deals, and frustrated reps. In this mini-guide, we’ll show you how to automate the entire process of Round Robin Contact Assignment using GoHighLevel’s built-in workflow tools.
By the end of this guide, you’ll have a fully operational round robin contact assignment workflow that auto-assigns leads in real time, instantly notifies your sales team, and keeps your lead routing system fair, fast, and frictionless.
Quick Summary: Round Robin Contact Assignment
Purpose: Assign new contacts evenly to users and alert them in real-time.
Why it matters: Improves lead response time and team accountability.
What you get: An automated workflow for fair lead routing + instant user notifications.
Time to complete: 5 minutes
Difficulty level: Beginner
Prerequisites: Sub-account
Key outcome: Leads auto-assigned and notified
Why Round Robin Assignment + Notifications Matter
When leads come in, timing is everything. Studies show response times under 5 minutes lead to 9x more conversions. But without automation, assigning leads manually creates delays—and confusion.
Automate marketing, manage leads, and grow faster with GoHighLevel.
Here’s Round Robin Contact Assignment workflow helps:
- Even Distribution: Round robin mode ensures no one rep gets overloaded—or left out.
- Real-Time Alerts: Instant internal notifications keep your team on their toes. Text, email, or in-app—they’ll never miss a lead.
- Scalable Setup: Whether you have 2 reps or 20, it takes minutes to adjust who’s in the rotation.
- Cleaner Handoffs: Assigned reps get notified after the lead is routed—so there’s no misfire or double coverage.
How to Set It Up Round Robin Contact Assignmen in GHL
Step 01 – Access the Main Left Hand Menu in GoHighLevel
- The Main Menu on the Left side of your screen has all the main areas that you work in when using GHL
1.1 Click on the Automation Menu Item.
- Access the ‘Automation’ section of GoHighLevel
- You’ll now be in the “Automation” section of GHL, where you can access the “Workflow” section from the top menu:
1.2 Click on the ”Create Workflow”
- Create new workflow and start from the scratch
Step 02 – Contact Assignment to Assign User
- Create a workflow to assign user for new every leads you get.
2.1 Add New Trigger “Contact Created”
- Name your workflow and Add a new trigger in your workflow and find the trigger “Contact Created”
2.2 Add Action “Assign to User”
- After adding trigger Click add action find “Assign to User” Action.
2.3 Select “User” you want to assigned with the contact.
2.4 Add “Internal Notification” Action
- Choose Notifications you want to use to notify the “User” for the new leads
2.5 Select Notification Type
- After setting the Notification for the Assigned user. Hit “Save” then Publish the workflow.
Real-World Use Case of Round Robin Contact Assignment
Picture this: You’re running a Facebook Ads campaign. A lead opts in.
- Trigger: Contact Created
- Assignment: Rep #3 gets it this time
- Notification: “New Lead: Sarah from Austin – 512-555-0199”
Rep #3 gets the alert instantly, reaches out in under a minute, and logs the activity. Your pipeline stays clean, your clients stay happy, and your close rate climbs.
Want to add a delay before notification? Just toss in a Wait step—easy.
FAQs: Round Robin Contact Assignment in GoHighLevel
Conclusion
Now you’ve got a hands-free system that routes leads fairly and alerts your team the moment it happens. No more bottlenecks. No more “who’s following up?” drama.
Start using this workflow in a test location today—or roll it out across all your client accounts. It takes 5 minutes to set up and saves you hours of lead wrangling later.
Tried this? Let us know how it’s working for you. And check back here at GHL Growth Garage for more time-saving guides like this one.
Scale Your Business Today.
Streamline your workflow with GoHighLevel’s powerful tools.
