Bulk Workflow Automation: Trigger Workflows Across Multiple Records

Bulk workflow automation in GoHighLevel now lets you take action on multiple Company or Custom Object records directly from the list view. Instead of opening records one at a time, you can select the group you want to process and trigger an automation for them together.

Once you’ve selected the records, you can choose the workflow you want to run. This gives you a direct way to place existing records into an automation without making individual updates just to activate another workflow trigger.

The update also gives you visibility after the bulk action starts. GoHighLevel lets you monitor progress from Bulk Actions and review results at the individual record level. This makes it easier to see how the action is progressing and check what happened with each selected record.

The biggest change is flexibility. Your automation doesn’t always have to start when something new happens to a record. If a group of Companies or Custom Object records already exists and needs to go through a workflow, you can now select those records and start the process when you need it.

For agencies managing larger sets of CRM data, that can turn a repetitive record-by-record job into one bulk workflow automation.

Bulk workflow automation solves a common problem in GoHighLevel: what happens when the records you want to automate already exist?

Normally, a workflow starts when a specific trigger occurs. But there are times when that trigger has already passed, doesn’t apply to your existing records, or simply isn’t how you want to start the process. This update gives you another option. Select the records you need and send them into the workflow yourself.

For example, an agency could select a group of Companies and run an onboarding or follow-up workflow. A business using Custom Objects for Policies or Subscriptions could select records that need a renewal automation. You could also import Custom Object records and then run the right workflow across the selected group.

It’s also useful for one-time operational tasks. Instead of changing records individually just to make an automation fire, you can use bulk workflow automation to process the records you actually want.

That means less repetitive work and more control over when an existing workflow runs. You’re not replacing your normal GHL workflow triggers. You’re adding a practical way to run those automations when you need to process a specific group of existing records.

Bulk workflow automation lets you select multiple Company or Custom Object records and send them into an existing workflow at the same time. You’ll start from the list of records you want to process, select the records, choose Trigger Automation, select your workflow, and confirm the bulk action.

After you start the automation, you can use Bulk Actions to monitor its progress and review the results for individual records. Before you begin, make sure the workflow you want to use is already set up and ready for the selected records.

Here are the steps to trigger an automation in bulk for Companies or Custom Objects in GoHighLevel.

• Access the Companies or Custom Object page
• Select the records you want to process
• Open the Trigger Automation section
• Select the workflow
• Confirm the bulk workflow automation
• Review the automation results in Bulk Actions

To start make sure you are logged in to your GoHighLevel sub-account.

The Main Menu on the left side of your screen has the main areas you work in when using GHL. You’ll need to open the area containing the Company or Custom Object records you want to process.

1.1 Click Contacts.

• This opens the Contacts area in your GHL sub-account.
• You will see the main Companies tools across the top of the page.

1.2 Open the Companies or Custom Object area containing your records.

• From the list page, select the specific records you want to send through your workflow.

1.3 Click the selection checkbox for each Company or Custom Object record you want to process.

• You can select multiple records before starting the automation.
• Only select records that should enter the workflow you plan to use.
• Review your selections before moving to the next action.

Once your records are selected, you can start the process of choosing the workflow you want to run.

2.1 Click Trigger Automation.

• The Trigger Automation section will open.
• This is where you choose which workflow should run for your selected records.

Choose the existing workflow you want GoHighLevel to run for the selected Company or Custom Object records.

3.1 Add Action Name

• This Action name will be your Label in the Bulk Action.

3.2 Select the workflow you want to trigger.

• Review the available workflows and choose the one that matches the action you want to perform.
• Double-check the workflow before continuing, especially when processing a large number of records.
• The selected records will be processed using the workflow you choose.

After choosing your workflow, review the action before sending the selected records into the automation.

3.3 Confirm the action.

• GoHighLevel will begin processing the selected Company or Custom Object records through the workflow.
• You don’t need to open and update each record individually to trigger the automation.
• After confirming the action, you can monitor its progress from Bulk Actions.

After you start the bulk workflow automation, use Bulk Actions to check its progress and review the results.

4.1 Open Bulk Actions.

• Bulk Actions shows the progress of the bulk automation you started.
• Use this area to confirm that the bulk action has been processed.

4.2 Open the bulk action to review the record-level results.

• Review the results for the individual Company or Custom Object records included in the action.
• This gives you a way to check how the automation processed the selected records instead of assuming every record completed as expected.

Bulk workflow automation can save you a lot of repetitive work, but it also means you can send many records into a workflow with one action. A quick check before you click confirm can prevent unwanted automation runs.

Start by reviewing the workflow you plan to use. Make sure the actions, timing, conditions, and messages inside the workflow still match what you want to happen. This is especially important when you’re using an older workflow with existing Company or Custom Object records.

Next, check your record selection. If you’re running bulk workflow automation for the first time with a particular workflow, consider starting with a smaller group. You can review the results in Bulk Actions before processing a larger batch.

Clear workflow names also help. If your GHL account has dozens of workflows, descriptive names make it easier to choose the correct automation when you’re working quickly. A name such as “Company Onboarding – Existing Records” is much easier to identify than a generic name like “Follow Up.”

Finally, don’t treat the confirmation click as the end of the job. Open Bulk Actions and review the results after running the automation. GoHighLevel gives you record-level results, so use them to confirm how your selected records were processed.

A few extra seconds checking your records, workflow, and final results can make bulk workflow automation much easier to manage.

Bulk workflow automation gives you more control over how you handle records that are already sitting inside GoHighLevel. Instead of relying only on future triggers, you can decide when a selected group of existing records should enter a workflow.

Think about an agency that imports a list of Company records for a new client. Those Companies may need the same onboarding or follow-up process, but the normal workflow trigger may not apply because the records already exist. You can select the right Companies and start the workflow for the entire group.

The same idea applies to Custom Objects. If you use Custom Objects to manage Policies, Subscriptions, or another part of your business, you may occasionally need to run a renewal or operational workflow across a specific group. Bulk workflow automation lets you choose those records without processing them one at a time.

This can also make existing workflows more useful. You don’t have to build a separate process every time you need to handle a one-time group of records. When the existing workflow fits the job, you can select the records and trigger it directly.

For agencies and businesses managing larger amounts of CRM data, the real benefit is flexibility. You can spend less time manually updating individual records and more time using the automations you’ve already built to handle the work.

Bulk workflow automation gives you a simple way to put existing Company and Custom Object records into the workflows you’ve already built. Instead of waiting for another trigger or updating records one at a time, you can select the records you need and start the automation in bulk.

That makes this GoHighLevel update useful for more than just saving a few clicks. You can run Company onboarding, process imported Custom Object records, start renewal workflows, or handle one-time operational tasks when you need them.

You also have a way to check what happened after starting the automation. Bulk Actions lets you monitor progress and review record-level results, giving you more visibility into the records you processed.

The next time you have a group of existing records that all need the same workflow, consider whether bulk workflow automation can replace the manual process. Select the right records, choose your workflow, confirm the action, and then check your results.

What existing workflow in your GHL account would save you the most time if you could run it across a selected group of records?