Did You Know You Can Auto Assign Leads in HighLevel?
Instant lead assignment in HighLevel to boost speed and conversions
If you’re running an agency with an active sales team, lead management is everything. A lead not followed up on is a lost opportunity - and worse, it could mean money left on the table. That’s why assigning each lead to a dedicated salesperson is crucial. HighLevel helps you do this automatically, without the manual hassle.
How HighLevel automates lead assignment
With HighLevel, you can set up automated lead distribution using workflows. Whether your leads are coming from your website, Facebook Ads, referrals or any other channel, you can configure the system to assign them instantly using:
✔️ Round-robin assignment
✔️ Weighted distribution (send more leads to your top closers)
✔️ Strict mapping by source, tag or campaign
This means no guesswork for your team and no unassigned leads floating around.
Using workflows for smart lead routing
Workflows in HighLevel allow you to build custom logic for assigning leads. Just set up a trigger (such as form submissions, new contacts or tagged leads) and define actions to assign them accordingly. You can even assign based on lead source, campaign type or tags. This ensures every lead gets directed to the right person, fast.
Pro tip: Add a notification step in your workflow to alert the salesperson instantly when a lead is assigned.
The speed-to-lead advantage
The faster your team contacts a new lead, the more likely they are to convert. By using HighLevel’s automated lead assignment, you’re not just staying organized - you’re accelerating your sales cycle. It’s a win for your team and a win for your revenue.
Login or start a free trial today to try it for yourself!
Relevant Help Articles:
