Learn how to automate the integration of Jotform leads into GoHighLevel CRM using Pabbly Connect with this step-by-step tutorial. 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. Accessing Pabbly Connect for Integration
To begin the integration process, you need to access Pabbly Connect. This platform allows you to automate workflows between different applications effortlessly. Start by visiting the Pabbly website and navigate to the Pabbly Connect product page.
If you are a new user, click on ‘Sign Up for Free’ to create an account. Existing users can simply log in. Once logged in, you will be directed to the dashboard where you can create your first workflow.
2. Creating a Workflow in Pabbly Connect
In this step, you will create a workflow to connect Jotform and GoHighLevel using Pabbly Connect. Click on the plus sign to create a new workflow. Name your workflow, for example, ‘Jotform to GoHighLevel Integration’.
- Click on ‘Create’ after naming your workflow.
- Select Jotform as the trigger application.
- Choose ‘New Response’ as the trigger event.
Now, you will be provided with a webhook URL. This URL is essential for capturing responses from Jotform. Copy this URL to use it in your Jotform settings.
3. Setting Up Jotform for Integration
To connect Jotform with Pabbly Connect, you need to configure your form settings. Open the Jotform where you want to capture leads and go to the ‘Settings’ tab.
- Click on ‘Integrations’ and search for ‘Webhooks’.
- Paste the webhook URL you copied from Pabbly Connect.
- Complete the integration setup by clicking ‘Finish’.
Once the webhook is successfully set, Pabbly Connect will be ready to capture data whenever a form submission occurs.
4. Capturing Data in Pabbly Connect
After setting up the webhook, it’s time to test the integration. Fill out the Jotform with sample data to trigger the webhook. Pabbly Connect will capture this data automatically.
Upon submission, navigate back to Pabbly Connect to see the captured response. Ensure that all fields such as first name, last name, email address, and phone number are correctly populated from the Jotform submission.
5. Integrating with GoHighLevel CRM
Now that Pabbly Connect is capturing data, the next step is to send this information to GoHighLevel. In the action step, select GoHighLevel as the application and choose ‘Create Contact’ as the action event. using Pabbly Connect
Connect your GoHighLevel account by entering the API key. You can find this key in your GoHighLevel settings under the API Keys section. Once connected, you will need to map the fields from Jotform to GoHighLevel, such as first name, last name, email, and phone number.
After mapping the fields, click on ‘Save and Send Test Request’. This will create a new contact in your GoHighLevel account using the data captured from Jotform.
Conclusion
In this tutorial, we explored how to seamlessly integrate Jotform leads into GoHighLevel CRM using Pabbly Connect. This integration allows for automated lead management without manual data entry, enhancing workflow efficiency. By following the steps outlined, you can set up this automation quickly and effectively.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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