Automate GoHighLevel Contact Creation with Pabbly Connect and FlexiFunnels

Learn how to automate GoHighLevel contact creation on FlexiFunnels purchases using Pabbly Connect. Step-by-step guide for seamless integration. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start automating the contact creation process in GoHighLevel, first, access Pabbly Connect by typing the URL Pabbly.com/connect in your browser. This platform enables seamless integration between FlexiFunnels and GoHighLevel.

If you are a new user, click on the ‘Sign up for free’ button to create an account. Existing users can simply log in. Upon signing up, you will receive 100 free tasks each month to explore the features of Pabbly Connect.

2. Creating a New Workflow in Pabbly Connect

Once logged in, navigate to the dashboard of Pabbly Connect. Here, you can create a new workflow by clicking the blue ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Create or Update GoHighLevel Contact on FlexiFunnels Purchase’.

After naming your workflow, select the appropriate folder for organization. For this automation, choose the folder related to lead management. This helps keep your workflows organized in Pabbly Connect.

• Click on ‘Create’ to proceed.
• You will see two windows: Trigger and Action.
• Understand that the Trigger initiates the workflow based on an event, while the Action executes a command in response.

After setting up the initial details, you are ready to configure the trigger and action steps for your workflow in Pabbly Connect.

3. Setting Up Trigger with FlexiFunnels

For this automation, select FlexiFunnels as your trigger application in Pabbly Connect. Choose the trigger event as ‘New Purchase’. This means that every time a new purchase is made in FlexiFunnels, the workflow will start.

Upon selecting the trigger, Pabbly Connect will provide you with a webhook URL. Copy this URL, as it will be used to connect FlexiFunnels with Pabbly Connect. You will need to paste this URL into your FlexiFunnels account to capture purchase events.

• Log into your FlexiFunnels account.
• Select the specific product you want to connect.
• Set rules for the product to trigger the webhook on purchase.

After setting the webhook in FlexiFunnels, return to Pabbly Connect to test the connection and ensure it captures the purchase details correctly.

4. Setting Up Action to Create or Update Contacts in GoHighLevel

Next, you will configure the action step in Pabbly Connect. Select GoHighLevel as your action application and choose ‘Create or Update Contact’ as the action event. This allows you to manage your contacts effectively by updating existing ones or creating new entries based on purchases.

Before mapping the data, ensure you have logged into your GoHighLevel account. You will then connect Pabbly Connect to GoHighLevel by selecting ‘Add New Connection’. Provide the necessary permissions for Pabbly Connect to access your GoHighLevel account.

Map the fields from the purchase data to the contact fields in GoHighLevel. Ensure that the first name, last name, email, and phone number are mapped correctly. Click ‘Save and Send Test Request’ to verify that the contact is created or updated successfully.

Once the mapping is complete and the test is successful, your integration will be ready to automatically manage contacts in GoHighLevel whenever a purchase is made in FlexiFunnels.

5. Testing the Integration

After setting up the workflow, it’s crucial to test the integration between FlexiFunnels and GoHighLevel using Pabbly Connect. Perform a test purchase in FlexiFunnels to ensure that the details are captured correctly and the contact is added or updated in GoHighLevel.

Make a dummy purchase using the checkout page of your selected product. Fill in the required details, such as name, email, and payment information. Once the purchase is completed, check your GoHighLevel account to see if the new contact appears.

Refresh the contact section in GoHighLevel. Verify that the new contact details match the purchase information. Repeat the process to ensure consistency and reliability of the integration.

This testing phase confirms that your automation is functioning correctly, allowing you to efficiently manage new contacts from FlexiFunnels purchases in GoHighLevel via Pabbly Connect.

Conclusion

In this tutorial, we explored how to automate the creation and updating of GoHighLevel contacts based on purchases made in FlexiFunnels using Pabbly Connect. This integration streamlines your workflow, ensuring that every new student is automatically managed in your CRM without manual input. By following these steps, you can enhance your business operations efficiently.