Learn how to set up automated Telegram notifications for opportunity status changes in GoHighLevel using Pabbly Connect. Follow this step-by-step guide for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.
Watch Step By Step Video Tutorial Below
1. Setting Up Pabbly Connect for Automation
To automate the notification process when opportunity status changes in GoHighLevel, you need to set up Pabbly Connect. Start by logging into your Pabbly Connect account. If you don’t have an account yet, you can create one using the link provided in the description. Pabbly Connect offers 100 free tasks each month, making it accessible for new users.
Once you log in, you will be taken to the dashboard of Pabbly Connect. Here, you can create a new workflow by clicking the ‘Create Workflow’ button. Name your workflow appropriately, such as ‘When Opportunity Status Changes, Send Notification to Telegram Automatically,’ and click the ‘Create’ button to proceed.
2. Setting Up the Trigger in Pabbly Connect
The first step in your workflow is to set up the trigger. In this case, the trigger is the opportunity status change in GoHighLevel. In the trigger section of Pabbly Connect, select ‘GoHighLevel’ as your application.
- Choose the trigger event as ‘Opportunity Status Change’.
- Once selected, Pabbly Connect will provide you with a webhook URL.
- This URL is essential for connecting GoHighLevel with Pabbly Connect.
Copy this webhook URL. You will need to paste it into your GoHighLevel account to establish the connection. After copying, navigate to your GoHighLevel dashboard, select your company account, and find the triggers option on the left panel. Create a new trigger and paste the webhook URL in the appropriate field to complete the setup.
3. Activating the Trigger in GoHighLevel
Now that you have set up the trigger in Pabbly Connect, it’s time to activate it in GoHighLevel. In your GoHighLevel account, go to the triggers section and click on ‘Add Trigger’. Name this trigger something recognizable, like ‘Telegram Notification Trigger’.
In the action section, choose ‘Execute Webhook’ and paste the webhook URL you copied earlier. Make sure to set the status of this trigger to ‘Active’. This ensures that any changes in opportunity status will be communicated to Pabbly Connect.
After saving the trigger, go back to Pabbly Connect and initiate a test by changing the status of an opportunity in GoHighLevel. This test will verify that the connection is established and that data is being sent to Pabbly Connect.
4. Connecting Telegram to Pabbly Connect
With the trigger successfully set up, the next step is to connect Telegram to Pabbly Connect. In the action step of your workflow, search for ‘Telegram Bot’ and select it as your action application.
- Choose the action event as ‘Send a Text Message’.
- You will be prompted to connect your Telegram account by entering your bot token.
To get this token, you need to create a bot in Telegram using the BotFather. Follow the instructions in Telegram to create a new bot and obtain the token. Once you have the token, paste it into Pabbly Connect and save the connection. This will link your Telegram bot to your workflow, allowing it to send messages automatically.
5. Finalizing the Automation Workflow
Now that both GoHighLevel and Telegram are connected through Pabbly Connect, it’s time to finalize your automation. In the action step, you need to specify the chat ID of your Telegram group where the notifications will be sent. You can find this ID in the URL of your Telegram group.
Next, create the message that you want to send when an opportunity status changes. You can customize this message to include details like the lead’s name, email, and the new status. Use the mapping feature in Pabbly Connect to insert dynamic data from GoHighLevel into your message.
Once everything is set up, save your workflow and send a test message to ensure that notifications are working correctly. After successful testing, your automation will be fully functional, sending notifications to your Telegram group automatically whenever an opportunity status changes in GoHighLevel.
Conclusion
In this tutorial, we demonstrated how to automate Telegram notifications for opportunity status changes in GoHighLevel using Pabbly Connect. By following these steps, you can streamline your workflow, ensuring your team is promptly informed about important updates without manual intervention. This automation saves time and enhances productivity.
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