Learn how to automate GoHighLevel subaccounts creation using Pabbly Connect. Follow our step-by-step guide to streamline your workflow effortlessly. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for GoHighLevel Integration
To automate GoHighLevel subaccounts creation, start by accessing Pabbly Connect. Open your browser and navigate to the Pabbly website by typing Pabbly.com.
Once on the site, click on the ‘Products’ section and select Pabbly Connect. If you’re a new user, click on ‘Sign Up for Free’ to create an account, which allows you to access 100 free tasks every month. If you already have an account, simply sign in.
2. Creating a Workflow in Pabbly Connect
After logging into Pabbly Connect, you need to create a new workflow. Click on the ‘+’ icon and select ‘Create Workflow’. Name your workflow something like ‘Create GoHighLevel Sub Accounts’. This name can be customized as per your requirement.
- Click on ‘Create’ to proceed.
- You will see a trigger window and an action window.
Pabbly Connect operates on a trigger-action basis. For this integration, the trigger will be a form submission from GoHighLevel. Open the trigger window, select GoHighLevel as the application, and choose ‘Form Submitted’ as the trigger event.
3. Setting Up GoHighLevel for Automation
To set up GoHighLevel, log into your GoHighLevel account. Navigate to the ‘Triggers’ section and click on the ‘+’ icon to add a new trigger. Name this trigger ‘Sub Accounts’ and select ‘Pabbly Connect’ as the application.
- Choose ‘Form Submitted’ as the event that triggers this automation.
- Add an action by selecting Pabbly Connect.
Next, you will need to copy the webhook URL provided by Pabbly Connect and paste it into the GoHighLevel trigger setup. After setting this up, click ‘Save’ to activate the trigger.
4. Capturing Form Submissions in Pabbly Connect
Now that your trigger is set up, return to Pabbly Connect. The platform will be waiting for a webhook response. To capture this response, you need to test the integration by submitting a form in GoHighLevel.
Open the form you created in GoHighLevel, fill in the required fields such as first name, last name, business name, and email, and then submit the form. Once submitted, Pabbly Connect will capture the details of the form submission.
5. Creating Subaccounts Automatically in GoHighLevel
With the form submission details captured, it’s time to create the subaccount in GoHighLevel. Go back to the action window in Pabbly Connect, select GoHighLevel again, and choose ‘Create Location’ as the action event.
You will need to connect your GoHighLevel account by entering the required API key. This key can be found in your GoHighLevel settings under ‘API Keys’. Once connected, map the fields from the form submission to the corresponding fields in GoHighLevel, such as business name and email.
Finally, click ‘Save and Send Test Request’. After a successful request, check your GoHighLevel account to see the newly created subaccount. This confirms that your integration works perfectly, automating the process of creating subaccounts through Pabbly Connect.
Conclusion
By following these steps, you can efficiently automate the creation of GoHighLevel subaccounts using Pabbly Connect. This integration not only saves time but also streamlines your workflow, allowing for seamless management of your business operations.
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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