How to Create or Update GoHighLevel Contact on Gravity Forms Submission Using Pabbly Connect

Learn how to create or update GoHighLevel contacts using Gravity Forms submissions with Pabbly Connect. Step-by-step tutorial for seamless integration. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create or update a GoHighLevel contact on Gravity Forms submission, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website and sign in to your account. If you are a new user, you can sign up for free, allowing you to explore the platform with 100 tasks every month.

Once logged in, you will see various Pabbly applications. Click on the option for Pabbly Connect to begin the integration process. After entering your dashboard, you can create a new workflow for connecting Gravity Forms and GoHighLevel.

2. Creating a Workflow in Pabbly Connect

In your Pabbly Connect dashboard, click the ‘Create Workflow’ button. You will need to name your workflow and select a folder to save it in. For this tutorial, name it ‘Create or Update GoHighLevel Contact on Gravity Forms Submission’ and save it in the ‘Automations’ folder.

After naming your workflow, you will be directed to the workflow window where you can set up the trigger and action. The trigger is the event that starts the workflow, while the action is what happens as a result. Here, you will select Gravity Forms as your trigger application.

• Select ‘Gravity Forms’ as the trigger application.
• Choose ‘New Response’ as the trigger event.
• Copy the generated webhook URL for the next steps.

With the webhook URL copied, you can proceed to set up Gravity Forms to connect with Pabbly Connect.

3. Setting Up Gravity Forms with Webhook

To connect Gravity Forms to Pabbly Connect, log into your WordPress account where Gravity Forms is installed. Navigate to the Forms section and select the specific form you want to integrate, like the event registration form.

In the form settings, locate the ‘Webhooks’ tab and click on the ‘Add New’ button. Name your webhook, paste the copied URL from Pabbly Connect, and set the request method to POST with the request format as JSON.

• Name your webhook (e.g., ‘New Contact’).
• Paste the webhook URL from Pabbly Connect.
• Set request method to POST and format to JSON.

Click ‘Save Settings’ to finalize the setup. This action establishes the connection between Gravity Forms and Pabbly Connect, allowing form submissions to trigger the workflow.

4. Testing the Integration with Pabbly Connect

After setting up the webhook, it’s time to test the integration. Go back to your Gravity Forms and submit a test entry. Fill in the fields with dummy data, such as first name, last name, and email address, and submit the form.

Once the form is submitted, Pabbly Connect will capture the response from Gravity Forms. You can check the workflow in Pabbly Connect to see if the data has been received correctly, including the first name, last name, and other details.

Submit a test entry through Gravity Forms. Check if the data is captured in Pabbly Connect. Verify the details match the submitted form.

Once the test submission is successful, you can proceed to create or update the contact in GoHighLevel.

5. Creating or Updating GoHighLevel Contact

In this final step, you will configure the action in Pabbly Connect to create or update a contact in GoHighLevel. Select ‘GoHighLevel’ as the action application and choose ‘Create or Update a Contact’ as the action event.

You may need to connect your GoHighLevel account to Pabbly Connect by using the Lead Connector V2. Once connected, you will map the fields from the Gravity Forms submission to the corresponding fields in GoHighLevel, such as first name, last name, and email address.

Select ‘GoHighLevel’ as the action application. Map the fields from Gravity Forms to GoHighLevel fields. Save the configuration and test the action.

After saving the action, you can test the integration again by submitting another form. Check your GoHighLevel account to confirm that the contact has been created or updated successfully.

Conclusion

By following this tutorial, you have learned how to create or update a GoHighLevel contact using Gravity Forms submissions through Pabbly Connect. This integration streamlines your lead management process and ensures that no potential customer is missed. With Pabbly Connect, you can automate your workflows efficiently and effectively.