Lead routing is one of the most critical automations you can build in GoHighLevel. When done right, every lead gets to the right agent within seconds โ no manual work, no dropped leads.
Why Round-Robin Routing Matters
In agencies with multiple sales reps or agents, leads need to be distributed fairly and instantly. A round-robin system ensures equal distribution while maintaining response speed.
Step 1: Set Up Your Pipeline
Start by creating a dedicated pipeline in GHL with stages like New Lead, Contacted, Qualified, and Closed. Each stage should have clear automation triggers.
Step 2: Configure Workflow Triggers
Create a new workflow triggered by “Contact Created” or “Form Submitted.” This is your entry point for the routing logic.
Step 3: Build the Distribution Logic
Use GHL’s round-robin action or build custom logic using webhooks and Make.com to rotate through your agent list. Include fallback logic for when agents are unavailable.
Step 4: Add Notifications
Set up instant SMS and email notifications to the assigned agent. Include all lead details so they can respond within minutes.
Results
Agencies implementing this system typically see 200-400% improvement in lead response time and significant increases in conversion rates.
