Learn how to automatically create GoHighLevel contacts from website form submissions using Pabbly Connect. Step-by-step guide to streamline your lead management. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.
Watch Step By Step Video Tutorial Below
1. Access Pabbly Connect for Integration
To automate the process of creating GoHighLevel contacts from website form submissions, start by accessing Pabbly Connect. Visit the Pabbly website by typing ‘Pabbly.com’ in your browser. Once there, sign in to your existing account or create a new one to get started with your automation workflow.
After signing in, you will see the Pabbly applications dashboard. Click on Pabbly Connect to access the automation tool. This platform will allow you to create workflows that connect your website form submissions directly to your GoHighLevel CRM.
2. Creating a New Workflow in Pabbly Connect
To set up your automation, click on the ‘Create Workflow’ button within Pabbly Connect. You will be prompted to select a workflow builder. Choose the new beta version for a more modern experience. Name your workflow something descriptive, such as ‘Automatically Create GoHighLevel Contacts from Website Form Submissions’.
- Select the folder for your workflow, like ‘Forms Automation’.
- Click on ‘Create’ to finalize the workflow setup.
Once the workflow is created, you will need to set a trigger application. In this case, select ‘Webhook by Pabbly’ as your trigger, which will activate the workflow upon receiving a new form submission. This connection is essential for automating the process effectively.
3. Setting Up the Trigger for Webhook
With the trigger application selected, choose the event as ‘Catch Webhook’ and click on ‘Connect’. You will receive a unique webhook URL from Pabbly Connect that you need to integrate into your website form code.
Open the code of your website form and replace any existing webhook URL with the one provided by Pabbly Connect. Save the changes to ensure the form can send submissions to the webhook. Test the connection by submitting a dummy form entry to check if the webhook captures the data correctly.
4. Configuring the Action Step to Create Contacts
After confirming that the webhook is receiving data, it’s time to set up the action step. Click on ‘Add New Action Step’ and search for ‘Lead Connector V2’ or ‘GoHighLevel’. Select the action event as ‘Create Contact’ and connect your GoHighLevel account to Pabbly Connect.
- Authorize the connection with your GoHighLevel account.
- Map the fields from the webhook response to the contact fields in GoHighLevel.
Utilizing the mapping feature ensures that the data from the form submissions is accurately transferred to GoHighLevel, creating new contacts seamlessly. After mapping the necessary fields, save and test the action step to confirm that the integration works as intended.
5. Testing the Integration Setup
With the workflow set up, it’s crucial to test the entire integration process. Submit another dummy entry through your website form and check if it appears in your GoHighLevel account. Refresh the contacts page in GoHighLevel to see if the new contact is created successfully.
This testing phase validates that your Pabbly Connect automation is functioning correctly. You should see the contact details populated as expected, confirming that the integration between your website form and GoHighLevel is complete.
Conclusion
By following these steps, you can effectively use Pabbly Connect to automate the creation of GoHighLevel contacts from website form submissions. This integration streamlines your lead management process, ensuring that no potential leads are missed.
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