How to Add Leads from Google Sheets to GoHighLevel CRM Using Pabbly Connect

Learn how to seamlessly integrate Google Sheets with GoHighLevel CRM using Pabbly Connect. This step-by-step guide walks you through the setup process. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Google Sheets Integration

To start adding leads from Google Sheets to GoHighLevel CRM, you need to access Pabbly Connect. Begin by visiting the Pabbly Connect website at Pabbly.com/connect. This platform allows for seamless integration between various applications, including Google Sheets and GoHighLevel CRM.

Once on the site, you can either sign in if you already have an account or sign up for free. Signing up is quick and grants you 100 free tasks each month, which is perfect for practicing the workflows you will learn. After signing in, you’ll be directed to your Pabbly Connect dashboard where you can create a new workflow.

2. Creating a New Workflow in Pabbly Connect

In your Pabbly Connect dashboard, click on the option to create a new workflow. For this integration, name your workflow something like ‘Google Sheets to GoHighLevel’. This name helps you identify the workflow easily later. using Pabbly Connect

• Navigate to the ‘Create Workflow’ button.
• Enter the workflow name and click ‘Create’.

Now, you will see two sections: Trigger and Action. The Trigger section is where you will define the event that starts the workflow, while the Action section is where you will specify what happens as a result of that trigger.

3. Setting Up Google Sheets Trigger in Pabbly Connect

To set up the trigger, select Google Sheets as the application and choose the event as ‘New or Updated Spreadsheet Row’. This means that whenever a new row is added or updated in your Google Sheets, it will trigger the workflow.

Next, you need to connect your Google Sheets account to Pabbly Connect. This is done by following the instructions provided in the Pabbly Connect interface. You will be given a webhook URL that you need to copy and paste into your Google Sheets.

• Go to Google Sheets and navigate to Extensions > Pabbly Connect Webhooks.
• Click on ‘Initial Setup’ and paste the webhook URL.

Make sure to set the trigger column, which is typically the last column in your sheet. After submitting, perform a test to ensure the connection is successful.

4. Connecting to GoHighLevel CRM in Pabbly Connect

Once your Google Sheets trigger is set up, the next step is to configure the action to integrate with GoHighLevel CRM. Select GoHighLevel as the application and choose the action event as ‘Create Contact’. This action will create a new contact in your GoHighLevel account whenever a new entry is made in Google Sheets.

To connect your GoHighLevel account, you will need an API key. This key can be found in your GoHighLevel account under Settings > API Keys. Copy this key and paste it into the corresponding field in Pabbly Connect.

Navigate to your GoHighLevel account and find your API key. Paste the API key in Pabbly Connect to establish the connection.

Now, map the fields from Google Sheets to the corresponding fields in GoHighLevel, such as first name, last name, email, and phone number. Once everything is set, click on ‘Save and Send Test Request’ to verify that the integration works correctly.

5. Testing the Integration between Google Sheets and GoHighLevel

After configuring both the trigger and action, it’s essential to test the integration to ensure everything is functioning as expected. Add a new entry in your Google Sheets to see if it reflects in GoHighLevel CRM.

Once you add a new lead in Google Sheets, check your GoHighLevel account to confirm that the contact has been created. This real-time synchronization is made possible through Pabbly Connect, which automates the entire process.

If the new contact appears in GoHighLevel, your integration is successful! You can continue adding more leads to your Google Sheets, and they will automatically sync to GoHighLevel as long as the trigger is active.

Conclusion

By following these steps, you can effectively use Pabbly Connect to automate the process of adding leads from Google Sheets to GoHighLevel CRM. This integration not only saves time but also streamlines your workflow, allowing you to manage contacts effortlessly.