How to Create GoHighLevel Contact from ClickUp Tasks Using Pabbly Connect

Learn how to create GoHighLevel contacts from ClickUp tasks using Pabbly Connect, step-by-step guide for seamless integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a GoHighLevel contact from ClickUp tasks, you need to access Pabbly Connect. This platform serves as the central hub for integrating ClickUp and GoHighLevel seamlessly. Start by visiting the Pabbly Connect website and signing in or signing up for a new account.

Once you are logged in, you will be directed to the Pabbly Connect dashboard. Here, you can create workflows that connect various applications. Ensure you have your ClickUp and GoHighLevel accounts ready for the integration process.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow in Pabbly Connect to automate the process. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. Give your workflow a name, such as ‘Create GoHighLevel Contact from ClickUp Task,’ and select a folder for organization.

• Click on the ‘Create’ button to initiate your workflow.
• Set the trigger application as ClickUp and the trigger event as ‘New Task.’
• Connect your ClickUp account by entering the required API token.

After setting up the trigger, you will be able to capture new tasks from ClickUp automatically. This setup is crucial for the subsequent action of creating a contact in GoHighLevel.

3. Configuring ClickUp Trigger in Pabbly Connect

Now, configure the ClickUp trigger in Pabbly Connect. Select the workspace, space name, folder name, and list name corresponding to your ClickUp setup. This ensures that the automation captures the correct tasks.

For example, you might select:

• Workspace: ‘P’s Workspace’
• Space: ‘Pabbly Connect’
• Folder: ‘ClickUp’
• List: ‘Task’

After entering these details, create a new task in ClickUp to test the trigger. Ensure that the task contains lead details like name, email, and phone number, which will be used to create the contact in GoHighLevel.

4. Setting Up GoHighLevel Action in Pabbly Connect

With the ClickUp trigger set, you can now configure the action in Pabbly Connect to create a contact in GoHighLevel. Select ‘Lead Connector V2’ as your action application and choose the action event as ‘Create a Contact.’ This step is critical, as it defines what happens when a new task is created.

To connect your GoHighLevel account, click on ‘Connect’ and add a new connection. You will need to select your agency and ensure you are logged into your GoHighLevel account. After a successful connection, map the required fields such as first name, last name, email, and phone number using the details captured from the ClickUp task.

5. Testing the Integration

After setting up the action step in Pabbly Connect, it’s essential to test the integration. Create a new task in ClickUp with lead details, and then check your GoHighLevel account to ensure the contact is created successfully. This step validates that the automation is functioning as expected.

Refresh your GoHighLevel account after a few minutes to see the new contact. The integration may take a short time due to ClickUp being a polling-based application. If everything is set up correctly, you should see the new contact reflecting the details entered in ClickUp.

This integration allows you to automate your lead management effectively, saving time and effort while ensuring that every new lead is captured in your GoHighLevel account seamlessly.

Conclusion

In this tutorial, we explored how to create GoHighLevel contacts from ClickUp tasks using Pabbly Connect. This integration streamlines the process of managing leads, ensuring that every new task in ClickUp translates into a contact in GoHighLevel efficiently. By following the steps outlined, you can automate your workflows and enhance productivity.