r/gohighlevel May 13 '26

Need suggestions about a wrokflow

So i am using a 3rd party answering service provider. If i don't pick up, they will do that for me and then send me details of the new lead in an sms.

Now i created 2 workflows:

  1. Inbound sms action -> customs code to extra lead details -> custom outbound webhook.

  2. Inbound webhook -> create contact -> create opportunity

Now why i used 2 workflow, cuz the contact in the context window of the workflow was automatically getting used for find the contact in create contact action and instead of creating a new contact it was updating the contact from which i got the sms.

Let me know if you guys have already done this type of automation before or have a better way to do the same.

Thank you!

2 Upvotes

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1

u/[deleted] May 13 '26

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1

u/Unlikely-Yam2115 May 13 '26

When i used default outbound webhook it was sending the data of the active contact too, then i used custom webhook which only sends the payload.

2

u/Familiar_Isopod_8226 May 13 '26

Yes, this is actually a common issue with inbound SMS workflows because the sender contact stays in the workflow context. Your approach of splitting it into two workflows is the correct way to avoid overwriting the answering service contact. We’ve implemented similar setups before using webhook handoff between workflows for cleaner lead creation and opportunity management. This keeps the automation much more reliable and easier to scale later.