How to Create Square Customer for GoHighLevel Appointment with Pabbly Connect

Learn how to integrate Square with GoHighLevel using Pabbly Connect. This step-by-step tutorial will guide you through creating a customer automatically upon appointment booking. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To begin the integration process, access Pabbly Connect by signing up for a free account. This platform will facilitate the integration between Square and GoHighLevel, allowing you to automate customer creation upon appointment bookings. After signing in, you’ll arrive at the Pabbly Connect dashboard.

Click on the ‘Create Workflow’ button. You will be prompted to name your workflow; choose a name that reflects its purpose, such as ‘Square Customer Creation from GoHighLevel’. After naming, click ‘Create’ to proceed to the workflow page.

2. Defining the Trigger in Pabbly Connect

In this section, you will set the trigger event that initiates the automation. In Pabbly Connect, select the trigger application, which is ‘Lead Connector’ (the name for GoHighLevel). Choose the event ‘New Form Submitted’ to start the workflow when an appointment form is submitted.

• Search for ‘Lead Connector’ in the trigger application options.
• Select the trigger event as ‘New Form Submitted’.
• Copy the provided webhook URL for use in GoHighLevel.

Complete the setup by following the instructions to add the webhook URL in your GoHighLevel account. This URL will allow Pabbly Connect to receive data from the GoHighLevel form submissions.

3. Setting Up GoHighLevel for Webhook Integration

Now, navigate to your GoHighLevel dashboard. Here, you will create a workflow that utilizes the webhook URL from Pabbly Connect. Click on the ‘Automation’ option and then select ‘Workflows’ to create a new workflow.

Choose ‘Start from Scratch’ to create a new workflow. Add a trigger by selecting ‘Form Submitted’ and name it accordingly. Then, set the action to send data to the webhook by selecting the webhook option and pasting the URL you copied earlier. Ensure you save the trigger and publish the workflow.

4. Testing the Integration with Pabbly Connect

After setting up your GoHighLevel workflow, it’s time to test the integration. Fill out the appointment form with test data to simulate a customer booking an appointment. This action will trigger the workflow in Pabbly Connect.

Once you submit the form, you can check the trigger section in Pabbly Connect to ensure the data has been received correctly. The data captured will include the name, email, and address of the customer. If everything is set up correctly, you will see the data displayed in the Pabbly Connect interface.

• Fill in the test form with valid customer details.
• Submit the form to trigger the workflow.
• Verify that the data appears in Pabbly Connect.

After confirming that the data has been received, you can proceed to the next step of creating a customer in Square.

5. Creating a Customer in Square Using Pabbly Connect

In this final step, you will create a new customer in Square based on the data received from the GoHighLevel form submission. In Pabbly Connect, select Square as the action application and choose the action event ‘Create Customer’.

Connect your Square account by providing the API token, which you can obtain from the Square developer dashboard. After connecting, map the fields from the trigger data to the corresponding customer fields in Square, such as first name, last name, email, and address.

Finally, click on ‘Save and Send Test Request’ to create the customer in Square. Check your Square customer database to verify that the new customer has been added successfully. This integration allows for seamless customer management without manual entry, saving time and effort.

Conclusion

By using Pabbly Connect, you can easily integrate Square with GoHighLevel to automate customer creation upon appointment bookings. This process streamlines your workflow, allowing you to focus on your business without manual data entry.