HELP! I set up automations/
thank you
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The original post in the GoHighLevel Official Facebook group seeks help in resolving a issue with setting up automations/workflows for a client. The problem mentioned is that if a customer already exists in the CRM, they are not being added to the workflow. The user asks if there is something they need to turn on to resolve this issue.
In GoHighLevel, automations and workflows play a crucial role in streamlining business processes and ensuring efficient customer management. However, it appears that the user is experiencing a problem with the system where existing customers are not being included in the workflow.
To address this issue, it is recommended to check the settings and configurations related to customer duplication within GoHighLevel. There could be a setting that prevents the workflow from being triggered if a customer already exists in the CRM. By modifying this setting, the user can ensure that all customers, regardless of whether they already exist in the CRM, are included in the workflow.
For a comprehensive understanding and possible solutions to this issue, readers are encouraged to read the comments below the article or visit the source link provided for responses and updates specific to GoHighLevel software.
Source
Check the workflow settings that they can enter multiple times.
FYI – they are signing up via a form. And if they are already in the CRM it is not triggering, only working for ppl not in the CRM
Go to business configuraciĂłn and look for de Right side some check points and turn on duplicate contacts and opportunities permits.