Integrating Zoho CRM with Go High Level Using Pabbly Connect

Learn how to integrate Zoho CRM with Go High Level using Pabbly Connect for seamless automation. Step-by-step guide included. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the integration process, we will use Pabbly Connect. Begin by opening your web browser and navigating to the Pabbly Connect landing page. If you are a new user, click on ‘Sign Up for Free’ to create an account and receive 100 tasks free every month. Existing users can simply click on ‘Sign In’ to log into their accounts.

Once logged in, you will see the dashboard with various Pabbly applications. Click on ‘Access Now’ under Pabbly Connect to proceed. This will take you to your workflow dashboard where you can create new workflows for automation.

2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button, and you will be prompted to enter a name for your workflow. Name it something relevant, such as ‘Create Zoho CRM Record for Go High Level Form Submission,’ and select the folder where you want to save it.

• Click on the ‘Create’ button to initiate the workflow.
• You will now see the workflow window, which consists of a trigger and action section.
• Select ‘Go High Level’ as the trigger application and ‘Form Submitted’ as the trigger event.

By selecting these options, you set up the automation that will respond when a form is submitted in Go High Level, linking it to Pabbly Connect.

3. Setting Up the Trigger with Go High Level

The next step is to configure the trigger in Pabbly Connect. After selecting ‘Go High Level’ as your trigger application, choose ‘Lead Connector V2’ and set the trigger event to ‘Form Submitted’. This action will generate a webhook URL that you will need to copy for connecting to Go High Level.

Log into your Go High Level account and navigate to the Automation section. Create a new workflow and select ‘Form Submitted’ as the trigger. You will need to paste the webhook URL you copied from Pabbly Connect into the required field to establish the connection.

4. Setting Up the Action to Insert Records in Zoho CRM

Now that the trigger is set up, it’s time to configure the action step in Pabbly Connect. Choose ‘Zoho CRM’ as the action application and select ‘Insert/Update Record’ as the action event. You will need to connect your Zoho CRM account by entering your domain and granting the necessary permissions.

When prompted, select ‘Leads’ as the module name and map the fields from the Go High Level form submission to the corresponding fields in Zoho CRM. This ensures that all lead data is accurately captured in your CRM system, allowing for efficient follow-up.

• Map fields like First Name, Last Name, Email, and Phone Number from the Go High Level submission.
• Ensure that the duplicate check field is set to Email for better data management.
• After mapping, click on ‘Save and Send Test Request’ to verify the integration.

Once the test is successful, you will see a new record created in Zoho CRM with the submitted lead details. This confirms that the integration via Pabbly Connect is functioning correctly.

5. Testing the Automation Workflow

With everything set up, it’s crucial to test the automation workflow created in Pabbly Connect. Go back to your Go High Level form and submit a test entry to see if the data flows correctly into Zoho CRM. After submission, check your Zoho CRM to confirm that the new lead record appears as expected.

You can perform multiple test submissions to ensure that the automation captures all data accurately. Each new form submission should create a corresponding record in Zoho CRM, verifying that the integration is seamless and efficient.

By using Pabbly Connect, you ensure that your lead management process is automated, allowing for immediate follow-up on new leads, thus enhancing your business efficiency.

Conclusion

This tutorial successfully demonstrated how to integrate Zoho CRM with Go High Level using Pabbly Connect. By following the outlined steps, you can automate your lead capture process, ensuring that all leads are promptly recorded in your CRM for effective management.