How to Manually Send a Contact to a Specific Step in a GoHighLevel Workflow
One question I see all the time is: "How can I manually drop a contact into a specific step of a workflow instead of starting them at the beginning?" For example: A lead comes in late Someone forgot to enroll them on time You want them to start at Email #4 instead of Email #1 HighLevel doesn't currently have a native way to drag a contact directly into a workflow step, but I came up with a workaround that's been working pretty well. --- When This Is Worth Building I would only build this if you have a workflow that's central to your business and this situation happens fairly often. If it's a once-a-year issue, it's probably not worth the setup. But if you're regularly needing to insert contacts into the middle of a sequence, this can save a lot of time. --- The Basic Idea The solution uses: A custom dropdown field An If/Else condition at the top of the workflow Go To actions that jump contacts directly to the desired step Instead of manually placing someone into a workflow step, you'll: 1. Select the desired step in a custom field 2. Add the contact to the workflow 3. Let the workflow route them automatically --- Step 1: Create a Custom Field Create a Contact Custom Field as a **Dropdown**. Example field name: ```text Email Drip Workflow Step Desired ``` Then create dropdown options that match the actual workflow steps: ```text Email 1 Email 2 Email 3 Email 4 ``` If your workflow contains texts, notifications, wait steps, or other actions, you can create options for those too. The key is naming them clearly so your team understands exactly where the contact will be routed. --- Step 2: Add Workflow Routing at the Top Before any other actions in the workflow, create an *If/Else* condition. Example: ```text Workflow Step Routing ``` Create branches for each possible destination: Email 1 Email 2 Email 3 Email 4 Each branch checks the custom field you just created. Example logic: ```text If Email Drip Workflow Step Desired = Email 3 ``` Route the contact into the Email 3 branch. --- Step 3: Use Go To Actions Inside each branch, add a *Go To* action. Example: Email 2 Branch Go To → Email 2 Email 3 Branch Go To → Email 3 Email 4 Branch Go To → Email 4 When the contact enters the workflow, they'll immediately skip everything above that step and jump directly to the destination you selected. --- Don't Forget the "None" Path This is the most important part. What happens when a normal lead enters the workflow and the custom field is blank? Without a fallback path, they'll simply exit the workflow. The solution is simple: Use the *None* branch Route it into the normal workflow sequence That way: Standard leads follow the normal path Special cases get routed to a specific step Everyone ends up where they belong. --- How to Use It Let's say a lead was supposed to receive Email 3 but wasn't added to the workflow on time. Open the contact record and set: ```text Email Drip Workflow Step Desired = Email 3 ``` Save the contact. Then: 1. Open Actions → Workflows 2. Add them to the workflow 3. Start immediately The workflow does the rest. --- What Happens Behind the Scenes When the contact enters: 1. Workflow checks the custom field 2. Finds "Email 3" 3. Routes them down the Email 3 branch 4. Uses the Go To action 5. Drops them directly onto the Email 3 step 6. They continue through the rest of the sequence normally At that point they're caught up with everyone else already in the workflow. --- Final Thoughts This definitely isn't as clean as having a native "move contact to workflow step" feature, and hopefully HighLevel eventually builds that in. But if you have important workflows where contacts regularly need to be inserted mid-sequence, this workaround only takes a few minutes to set up and can save a lot of manual effort going forward. Once it's built, the process becomes: Select Step → Add to Workflow → Done.

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