How to Share a GoHighLevel Workflow: Solving Common Pain Points Easily

If you’ve been using GoHighLevel Workflow for a while, you know how powerful it can be. It automates tasks, streamlines processes, and saves a ton of time. But what happens when you need to share a workflow with someone else?

Whether you’re working with a team, collaborating with a client, or just want to duplicate your work for another project, sharing a workflow in GoHighLevel can seem a bit tricky. If you’re looking to learn how to track total touchpoints in GoHighLevel, this step-by-step guide provides a clear and concise overview. Follow the article to discover detailed instructions and tips for accurate tracking.

Don’t worry! You’re not alone. 

A lot of people face challenges when trying to share workflows effectively. Let’s dive into how you can do this easily, and how to solve some common pain points along the way.

Why You Might Struggle to Share a Workflow?

First, let’s acknowledge the problems. You may have encountered some of these pain points:

• – “I can’t figure out how to share my workflow without recreating it manually!”
• – “Every time I try to share a workflow, some of the settings are missing.”
• – “I’m not sure if my automations and triggers will still work after sharing!”

Sound familiar? 

The good news is that GoHighLevel has a straightforward solution to share workflows, and with a few tips, you can avoid these headaches.

 The Easiest Way to Share a GoHighLevel Workflow: Snapshots!

The best and easiest way to share a GoHighLevel workflow is through snapshots. 

A snapshot is like a blueprint of your account that captures all the key assets, including workflows, funnels, automations, and even custom fields. 

Instead of recreating everything from scratch, you can simply share the snapshot, and the recipient will have everything they need in one go.

Here’s how to do it:

1. Create a Snapshot: 

Head over to your GoHighLevel dashboard and go to the “Settings” section. 

From there, you can find “Snapshots” and create a new one. Select the workflows you want to include along with any other assets like funnels or websites if needed.

2. Export the Snapshot:

Once your snapshot is ready, you can export it and share it with the person who needs it. 

You can either download the file or provide access directly within GoHighLevel if you’re sharing it with someone on the same platform.

3. Import the Snapshot: 

The recipient can then import the snapshot into their GoHighLevel account, and voila! 

All the workflows (and other assets) will be ready to go, including automations, triggers, and even custom values.

 Addressing the Common Pain Points

 1. “I’m worried my workflow won’t transfer correctly!”

No need to worry. Snapshots are specifically designed to keep everything intact, including your automations and custom triggers. 

Before sharing, it’s a good idea to test your workflows to ensure everything is functioning correctly.

 2. “I don’t want to share more than just the workflow.”

That’s a valid concern. When creating a snapshot, GoHighLevel allows you to choose exactly what you want to include. 

You can share just the workflow and leave out any funnels, websites, or other components that you don’t want to transfer.

 3. “What if the recipient doesn’t have the same setup as me?”

This is where custom values and workflow settings play a big role. 

If the person you’re sharing with has a different account setup, they may need to tweak a few things, such as custom fields or specific automations. 

However, GoHighLevel makes this easy by providing prompts for missing settings, so nothing will be lost or overlooked.

 Practical Tips for Smoother Workflow Sharing:

Here are some quick tips to make sure your workflow sharing goes smoothly:

Test Before You Share: Always run a quick test of your workflow in your own account to make sure everything works properly before exporting the snapshot.

Double Check Custom Values: Ensure that any custom values (like placeholders for names, emails, or links) are included in the snapshot. This will save the recipient from having to re-enter them.

Communicate with the Recipient: Let the recipient know what’s included in the snapshot and what may need to be adjusted on their end (like if they need to change a trigger based on their specific needs).

 Why This is the Best Solution?

Sharing workflows via snapshots is hands-down the easiest and most efficient way to collaborate or reuse your GoHighLevel setups. Instead of spending hours trying to recreate everything manually or worrying about missing settings, snapshots let you share everything at once. 

It’s a time-saver, reduces the risk of errors, and keeps everything in one neat package. Plus, it’s flexible—you can choose exactly what you want to share. If you’ve been stressed about sharing GoHighLevel workflows, snapshots are your new best friend. 

They simplify the process and remove the guesswork, so you can focus on what matters—running your business or helping your clients. By following the simple steps above and keeping these practical tips in mind, you can share workflows like a pro, without the headaches.

So, next time you need to share a GoHighLevel workflow, give snapshots a try. It’s the easiest way to save time, reduce mistakes, and ensure everything runs smoothly on the other side.