Automate Your Lead Management: Integrating Formstack with GoHighLevel Using Pabbly Connect

Learn how to automate lead management by integrating Formstack with GoHighLevel using Pabbly Connect. Follow our step-by-step tutorial for seamless automation. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Formstack and GoHighLevel Integration

In this tutorial, we will explore how to use Pabbly Connect to automate the process of adding leads from Formstack to GoHighLevel. Pabbly Connect serves as the central integration platform that allows seamless communication between these two applications.

Formstack is an online form builder, while GoHighLevel is a CRM tool designed for managing leads and customer interactions. By using Pabbly Connect, you can efficiently manage your leads without manual input, saving time and reducing errors.

2. Getting Started with Pabbly Connect

To begin the integration process, first, navigate to the Pabbly Connect website by typing ‘Pabbly.com/connect’ in your browser. If you don’t have an account, you can sign up for free and get 100 free tasks every month to practice your workflows.

Once logged in, you will be directed to your dashboard where you can create a new workflow. Follow these steps to set up your integration:

• Click on ‘Create Workflow’ to start a new integration.
• Name your workflow (e.g., ‘Formstack to GoHighLevel’).

After naming your workflow, you will see options to set up the trigger and action events. The trigger event will be a new form submission from Formstack, and the action event will be creating a new contact in GoHighLevel using Pabbly Connect.

3. Setting Up the Trigger with Formstack

In this step, you will configure the trigger event in Pabbly Connect. Select Formstack as your trigger application and choose the event ‘New Form Submission’. Click on ‘Connect’ to link your Formstack account with Pabbly Connect.

You will be prompted to authorize the connection. Click on ‘Add New Connection’ and follow the authorization process. Once connected, select the specific form you want to use for this integration, such as the ‘Contact Form’. After this, click on ‘Save and Send Test Request’ to verify the connection.

• Enter the details in your Formstack form (name, email, organization).
• Submit the form to generate a test response.

Once the form is submitted, you will receive a response in Pabbly Connect. This confirms that the trigger setup is successful, and you are ready to proceed with the action event setup to create a new contact in GoHighLevel.

4. Configuring the Action Event in GoHighLevel

Now that you have set up the trigger, it’s time to configure the action event in Pabbly Connect. Select GoHighLevel as your action application and choose the ‘Create Contact’ event. Click on ‘Connect’ to establish a connection with your GoHighLevel account.

You will need to input your API key from GoHighLevel. To find this, navigate to your GoHighLevel account, go to ‘Agency Settings’, and then ‘API Keys’. Copy the relevant API key and paste it into Pabbly Connect. After saving the connection, you will see fields to map the Formstack data to GoHighLevel.

Map the first name, last name, and email fields from the Formstack submission. Click on ‘Save and Send Test Request’ to create a new contact in GoHighLevel.

After successfully mapping the fields and sending the test request, you should see a confirmation of the new contact created in GoHighLevel. This completes the action event setup using Pabbly Connect.

5. Testing the Integration and Conclusion

To ensure everything is functioning correctly, go back to your GoHighLevel account and check the contacts list. You should see the newly created contact from your Formstack submission, confirming that the integration is successful.

For further testing, you can submit additional entries through the Formstack form. Each submission should automatically create a new contact in GoHighLevel, showcasing the power of automation with Pabbly Connect.

This integration allows you to manage leads efficiently and enhances your workflow by automating the lead capture process. By using Pabbly Connect, you can streamline your lead management and focus on growing your business.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

In conclusion, integrating Formstack with GoHighLevel using Pabbly Connect automates your lead management process, ensuring that every lead is captured and organized without manual effort. This tutorial has provided clear steps to set up the integration, allowing you to leverage automation for better efficiency.