{"slug":"sop-277-set-up-a-missed-call-text-back-workflow-on-gohighlevel","title":"Set Up a Missed-Call Text Back Workflow on GoHighLevel","tags":["source:clickminded","type:sop","server:clickminded-sop","missed","call","text","back"],"agent_summary":"SOP 277: Set Up a Missed-Call Text Back Workflow on GoHighLevel This SOP sets up a GoHighLevel workflow that auto-sends an SMS when inbound calls are missed with optional task creation and internal no","trigger_phrases":["set up a missed call text back workflow on gohighlevel","how to set up a missed call text back workflow on gohighlevel"],"runnable":false,"markdown":"\r\nSOP 277: Set Up a Missed-Call Text Back Workflow on GoHighLevel\r\n\r\nThis SOP sets up a GoHighLevel workflow that auto-sends an SMS when inbound calls are missed with optional task creation and internal notifications for follow-up.\r\n\r\n__Last Updated / Reviewed:__ 11/13/2025\r\n\r\n__Execution Time:__ 15–30 minutes\r\n\r\n__🚀 Goal:__ Auto-text callers when a call is missed with optional internal follow-up.\r\n\r\n__🤞 Ideal Outcome:__ A single, published workflow per client's sub-account that texts missed callers instantly and (optionally) creates a task and/or notifies a team member.\r\n\r\n__🤔 Why this is important:__ Speedy response to missed calls, captures more leads, and drives accountable follow-up without extra tools.\r\n\r\n__🧐 Where this is done__ Client's GoHighLevel sub-account.\r\n\r\n__🗓️ When this is done:__ During new client onboarding or when missed-call follow-up is requested.\r\n\r\n__👨 Who does this:__ GoHighLevel implementer or account manager with workflow permissions.\r\n\r\n__⚠️Prerequisites or requirements: __You need admin access to create/edit the workflows in the client’s GoHighLevel sub-account.\r\n\r\nRefer to the SOP 276: GoHighLevel CRM Foundations ([web version](https://members.clickminded.com/sop/276/)) to ensure phone numbers and contact integrations are active.\r\n\r\nRefer to the SOP 283: GoHighLevel Personal Calendar Setup ([web version](https://members.clickminded.com/sop/283/)) to verify that users’ availability and routing are correctly configured.\r\n\r\n[__Click here to get the most up-to-date version of this SOP__](https://members.clickminded.com/sop/277)\r\n\r\n## Create a blank workflow\r\n\r\nIn this milestone, you’ll start fresh by creating a workflow shell in the client’s GoHighLevel siub-account. We use a custom workflow instead of GoHighLevel’s native toggle because it gives you more control, where you can add tasks, notifications, or other conditions later.\r\n\r\n### 01▸ Visit [app.gohighlevel.com](https://app.gohighlevel.com/) and sign in.\r\n\r\n### 02▸ Switch to the client's sub-account.\r\n\r\n### 03▸ Go to \"Automations\" → \"Workflows\" → Click \"Create Workflow\" → Select \"Start from Scratch\".\r\n\r\n\r\n## Configure trigger and core SMS\r\n\r\n### 01▸ Click \"+ Add New Trigger\" in the workflow editor. Search and select \"Call Status\" as the trigger. Add filters: \"Call Direction\" to \"Incoming\" in trigger filters and set \"Call Status\" to \"Busy\" in trigger filters. Save the trigger.\r\n\r\n### 02▸ Click \"Add New Action\" under the trigger. Choose \"Send SMS\" as the action. Enter message: \"Sorry, we missed your call! How can we help?\" and save the SMS action.\r\n\r\n\r\n## [Optional] Add team follow-up actions\r\n\r\nThis optional step makes sure someone from the team follows up after the automated text. You can create a task or send an internal notification. That way, accountability is clear since automation alone won’t guarantee a callback. It adds a little setup but ensures tighter follow-up.\r\n\r\n### 01▸ Click \"Add New Action\" below the SMS step. Choose \"Create Task\" as the action and click \"Connect Now\" to integrate with ClickUp.\r\n\r\n### 02▸ Set action name to \"Return missed call\", select the connected workspace from ClickUp, then \"Due date\" to Today or +1 day. Click \"Save Action\".\r\n\r\n### \r\n\r\n### 03▸ Next, \"Add New Action\" to add an internal notification. Choose \"Send Internal Notification\" as the action (Email or SMS).  Set \"To\" to the specific user or team to notify. Enter message: \"Missed call from \\{\\{contact.phone\\}\\}. Please follow up.\" Save the action.\r\n\r\n\r\n## Name and publish the workflow\r\n\r\nNow give your workflow a clear name and set it live. Publishing locks in the automation so that any missed inbound call will trigger your SMS and optional follow-up actions.\r\n\r\n### 01▸ Click the \"Workflow Name\" field and enter a clear name (e.g., \"Missed-Call Text Back\").\r\n\r\n### \r\n\r\n### 02▸ Click \"Save\" and then toggle on \"Publish\" to activate the workflow.\r\n\r\n### \r\n\r\n### 03▸ Confirm the status shows \"Published\" on the workflow menu.\r\n\r\n\r\n  \r\n\r\n## Test and verify end-to-end\r\n\r\nNow that your workflow is live, let’s run a quick test. This confirms the missed-call text fires, and (if you added them) that tasks and notifications are showing up so the team can follow up.\r\n\r\n### 01▸ From a mobile phone, call the phone number and let it ring out.\r\n\r\n### 02▸ Go to \"Conversations\" and look for a new thread with the test number you just used. You should see the missed-call SMS appear from the Location’s number. Sometimes messages can take a few minutes to show up.\r\n\r\n### 03▸ Open the workflow and confirm the number of \"Total Enrolled\" and \"Active Enrolled\", which shows the trigger/SMS action.\r\n\r\n### 04▸ If tasks were added, go to \"Contacts\" and open \"Tasks\". Confirm a task exists for the missed call. Check that a new task (like \"Return missed call\") appears with the correct assignee.\r\n\r\n### 05▸ If notifications were added, confirm the assigned user received the alert.\r\n\r\nAsk the team member to check their email, text, or in-app alerts and make sure the notification arrived.","html":"<p>SOP 277: Set Up a Missed-Call Text Back Workflow on GoHighLevel</p>\n<p>This SOP sets up a GoHighLevel workflow that auto-sends an SMS when inbound calls are missed with optional task creation and internal notifications for follow-up.</p>\n<p><strong>Last Updated / Reviewed:</strong> 11/13/2025</p>\n<p><strong>Execution Time:</strong> 15–30 minutes</p>\n<p><strong>🚀 Goal:</strong> Auto-text callers when a call is missed with optional internal follow-up.</p>\n<p><strong>🤞 Ideal Outcome:</strong> A single, published workflow per client's sub-account that texts missed callers instantly and (optionally) creates a task and/or notifies a team member.</p>\n<p><strong>🤔 Why this is important:</strong> Speedy response to missed calls, captures more leads, and drives accountable follow-up without extra tools.</p>\n<p><strong>🧐 Where this is done</strong> Client's GoHighLevel sub-account.</p>\n<p><strong>🗓️ When this is done:</strong> During new client onboarding or when missed-call follow-up is requested.</p>\n<p><strong>👨 Who does this:</strong> GoHighLevel implementer or account manager with workflow permissions.</p>\n<p>__⚠️Prerequisites or requirements: __You need admin access to create/edit the workflows in the client’s GoHighLevel sub-account.</p>\n<p>Refer to the SOP 276: GoHighLevel CRM Foundations (<a href=\"https://members.clickminded.com/sop/276/\">web version</a>) to ensure phone numbers and contact integrations are active.</p>\n<p>Refer to the SOP 283: GoHighLevel Personal Calendar Setup (<a href=\"https://members.clickminded.com/sop/283/\">web version</a>) to verify that users’ availability and routing are correctly configured.</p>\n<p><a href=\"https://members.clickminded.com/sop/277\"><strong>Click here to get the most up-to-date version of this SOP</strong></a></p>\n<h2>Create a blank workflow</h2>\n<p>In this milestone, you’ll start fresh by creating a workflow shell in the client’s GoHighLevel siub-account. We use a custom workflow instead of GoHighLevel’s native toggle because it gives you more control, where you can add tasks, notifications, or other conditions later.</p>\n<h3>01▸ Visit <a href=\"https://app.gohighlevel.com/\">app.gohighlevel.com</a> and sign in.</h3>\n<h3>02▸ Switch to the client's sub-account.</h3>\n<h3>03▸ Go to \"Automations\" → \"Workflows\" → Click \"Create Workflow\" → Select \"Start from Scratch\".</h3>\n<h2>Configure trigger and core SMS</h2>\n<h3>01▸ Click \"+ Add New Trigger\" in the workflow editor. Search and select \"Call Status\" as the trigger. Add filters: \"Call Direction\" to \"Incoming\" in trigger filters and set \"Call Status\" to \"Busy\" in trigger filters. Save the trigger.</h3>\n<h3>02▸ Click \"Add New Action\" under the trigger. Choose \"Send SMS\" as the action. Enter message: \"Sorry, we missed your call! How can we help?\" and save the SMS action.</h3>\n<h2>[Optional] Add team follow-up actions</h2>\n<p>This optional step makes sure someone from the team follows up after the automated text. You can create a task or send an internal notification. That way, accountability is clear since automation alone won’t guarantee a callback. It adds a little setup but ensures tighter follow-up.</p>\n<h3>01▸ Click \"Add New Action\" below the SMS step. Choose \"Create Task\" as the action and click \"Connect Now\" to integrate with ClickUp.</h3>\n<h3>02▸ Set action name to \"Return missed call\", select the connected workspace from ClickUp, then \"Due date\" to Today or +1 day. Click \"Save Action\".</h3>\n<h3></h3>\n<h3>03▸ Next, \"Add New Action\" to add an internal notification. Choose \"Send Internal Notification\" as the action (Email or SMS).  Set \"To\" to the specific user or team to notify. Enter message: \"Missed call from {{contact.phone}}. Please follow up.\" Save the action.</h3>\n<h2>Name and publish the workflow</h2>\n<p>Now give your workflow a clear name and set it live. Publishing locks in the automation so that any missed inbound call will trigger your SMS and optional follow-up actions.</p>\n<h3>01▸ Click the \"Workflow Name\" field and enter a clear name (e.g., \"Missed-Call Text Back\").</h3>\n<h3></h3>\n<h3>02▸ Click \"Save\" and then toggle on \"Publish\" to activate the workflow.</h3>\n<h3></h3>\n<h3>03▸ Confirm the status shows \"Published\" on the workflow menu.</h3>\n<p> </p>\n<h2>Test and verify end-to-end</h2>\n<p>Now that your workflow is live, let’s run a quick test. This confirms the missed-call text fires, and (if you added them) that tasks and notifications are showing up so the team can follow up.</p>\n<h3>01▸ From a mobile phone, call the phone number and let it ring out.</h3>\n<h3>02▸ Go to \"Conversations\" and look for a new thread with the test number you just used. You should see the missed-call SMS appear from the Location’s number. Sometimes messages can take a few minutes to show up.</h3>\n<h3>03▸ Open the workflow and confirm the number of \"Total Enrolled\" and \"Active Enrolled\", which shows the trigger/SMS action.</h3>\n<h3>04▸ If tasks were added, go to \"Contacts\" and open \"Tasks\". Confirm a task exists for the missed call. Check that a new task (like \"Return missed call\") appears with the correct assignee.</h3>\n<h3>05▸ If notifications were added, confirm the assigned user received the alert.</h3>\n<p>Ask the team member to check their email, text, or in-app alerts and make sure the notification arrived.</p>\n"}