Automate Lead Management: Integrate HighLevel and Google Sheets Using Pabbly Connect

Learn how to automate your lead management process by integrating HighLevel and Google Sheets using Pabbly Connect. Follow this step-by-step tutorial for seamless automation. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Automation

In this tutorial, we will explore how to use Pabbly Connect to automate the process of adding contact details from HighLevel to Google Sheets. This integration streamlines lead management by ensuring that whenever a pipeline stage changes, the relevant contact details are automatically updated in your Google Sheets.

To get started, you need to access your Pabbly Connect account. If you don’t have one yet, you can create a free account, which offers 100 free automation tasks every month. Once logged in, you will be directed to the dashboard where all your workflows can be managed.

2. Creating a Workflow in Pabbly Connect

To set up the automation, the first step is to create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button on your dashboard. You can name your workflow something like ‘Send Leads on Changing of Pipeline Stage from HighLevel to Google Sheets’.

After naming your workflow, click on the ‘Create’ button. You will see options for setting a trigger and an action. The trigger is the event that initiates the workflow, and the action is what happens as a result. In this case, the trigger will be the change in the pipeline stage in HighLevel, and the action will be to send the lead details to Google Sheets.

3. Setting Up the Trigger with HighLevel

In this section, we will configure the trigger in Pabbly Connect. Select HighLevel as your trigger application. Then, choose the trigger event as ‘Pipeline Stage Change’. This event will activate whenever a lead’s stage is updated in HighLevel.

• Choose HighLevel as the application.
• Select the trigger event ‘Pipeline Stage Change’.
• Copy the provided webhook URL for later use.

Once you have set the trigger, follow the instructions provided in Pabbly Connect to set up a corresponding trigger in your HighLevel account. You will need to paste the webhook URL into the trigger settings in HighLevel to enable data transfer.

4. Adding Filtering Conditions in Pabbly Connect

After setting up the trigger, it’s essential to add conditions for when the data should be sent to Google Sheets. Here, you will utilize Pabbly Connect to apply a filter that ensures only leads marked as ‘Closed’ are sent to your spreadsheet.

• Select the ‘Filter’ option in Pabbly Connect.
• Set the filter type to ‘Equals’ and the value to ‘Closed’.
• Ensure that the filter checks the pipeline stage.

This step ensures that only relevant data is sent to Google Sheets, allowing your team to focus on leads that have converted into customers. Once the filter is set, you can proceed to configure the action step.

5. Sending Data to Google Sheets

The final step in this automation process involves sending the filtered lead data to Google Sheets using Pabbly Connect. Select Google Sheets as your action application and choose the action event ‘Add New Row’.

Connect your Google account to Pabbly Connect and select the spreadsheet where you want the data to be stored. Map the relevant fields such as name, email, and mobile number from the data captured in the trigger step. This mapping ensures that each lead’s details are accurately recorded in your spreadsheet.

Conclusion

In conclusion, using Pabbly Connect to integrate HighLevel with Google Sheets automates the lead management process effectively. By following the steps outlined in this tutorial, you can ensure that your team has real-time access to updated lead information without manual intervention. This automation not only saves time but also enhances the efficiency of your lead nurturing process.