GoHighLevel Workflow Dialing: Call and Text Recipes

Yes. Kixie's Add to PowerList action is a native step in GHL's workflow builder. Any trigger, a tag added, a pipeline stage change, an appointment status change, or a form submission, pushes the contact into a Kixie PowerList by ID. Field mapping carries phone, email, first and last name automatically, and custom fields map through the tag icon, so reps see the right GHL data in the dialer detail view on every call.

Five: Add to PowerList, Send SMS, Send Team SMS, Remove from PowerList, and Remove from All PowerLists. Send SMS delivers from the assigned user's Kixie number or a named Kixie agent, with personalization tokens like the contact's company name. Send Team SMS delivers from a shared Team SMS Inbox. Each action can target the contact's primary phone field or a custom phone property.

Yes, that is the back half of every recipe. Kixie logs calls, SMS, dispositions, and notes to the Conversations section on the GHL contact, with the disposition recorded as its own note, and GHL fans the activity out to every associated opportunity. GHL workflows can then act on that activity, so a connected outcome advances the pipeline stage while Remove from PowerList pulls the contact out of the calling queue.

Yes. The Manual Action to Call step queues each contact as a manual call action in Conversations, where a rep works the list one call at a time with dispositions and a progress bar. It is a genuine feature, and for light volume it is enough. GHL's custom dispositions can also trigger follow-up workflows, such as re-queuing the contact. What it lacks is throughput: every call is dialed one at a time. Kixie's workflow actions feed a multi-line PowerDialer and text from the same number each rep dials from.

Build a workflow with the form submission as the trigger and add Kixie's Add to PowerList action pointing at a dedicated new-leads list. Reps working that list on the multi-line PowerDialer reach submissions within minutes. Pair it with a second workflow that advances the pipeline stage on a connected outcome and fires Remove from PowerList, and the whole loop runs without anyone exporting a lead.

Yes. Kixie's Send SMS workflow action delivers from the assigned user's own Kixie number, so the text comes from the same number that calls them, or from a named Kixie agent chosen by email in the Sender field. Personalization tokens such as the contact's company name keep the message human. For shared follow-up, Send Team SMS delivers from a Team SMS Inbox the whole team can answer.

Trigger the workflow on the appointment status changing to no-show, then fire two Kixie actions: Add to PowerList into a same-day recovery list, and Send SMS from the assigned rep's number referencing the missed appointment. The contact gets a text from the person they were supposed to meet, then a call from that same number. When the rep connects and rebooks, the answered outcome removes them from the recovery list.

Yes. Add a reengage tag to the segment you want to revive, by smart-list cleanup, a workflow watching last-activity dates, or manually. A workflow triggered on that tag runs Add to PowerList into a reactivation list reps work as a slow-drip block, plus Send Team SMS for a shared follow-up thread. When a conversation restarts, the outcome drives a stage change and the contact exits the list.

For dialing and texting, yes: each Kixie workflow action can target the contact's primary phone field or a custom phone property, useful when a secondary mobile number is the one that answers. One caveat on the logging side: Kixie matches activity to GHL contacts by phone number and cannot search custom phone fields when matching, so keep your dialable numbers in standard phone fields where possible.

No. Kixie's workflow actions cover calls and SMS only: PowerList management and rep-level or team texting. Email belongs in GHL, where your templates, sending domains, and unsubscribe handling already live. The recipes are designed to slot into the same workflows as your GHL email steps, so one automation can send the email while Kixie handles the call and the text.

Yes. Remove from PowerList clears the contact from one named list by ID, and Remove from All PowerLists clears them globally. The global version is the right exit for hard stops: a closed-won deal, a do-not-contact request, or an unsubscribe tag. Wire it to the trigger that represents done in your pipeline and no rep will ever re-dial a finished contact.

One Kixie account connects to exactly one GHL sub-account, chosen during OAuth; connecting at the agency level is not supported. All users on the Kixie account connect to that same sub-account, and a Kixie manager needs GHL Admin permissions for contact sync. Agencies running multiple sub-accounts set up a separate Kixie account per sub-account through Kixie Customer Success, and each sub-account's workflows get their own Kixie actions.