Learn how to create or update ActiveCampaign contacts for GoHighLevel appointments using Pabbly Connect. Step-by-step guide for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To create or update ActiveCampaign contacts for GoHighLevel appointments, start by accessing Pabbly Connect. Visit the Pabbly Connect website and sign in to your account. If you are a new user, you can sign up for free to explore the features.
Once logged in, navigate to the Pabbly Connect dashboard. Here, you will find options to create workflows that facilitate the integration between ActiveCampaign and GoHighLevel. This automation will save you time by eliminating manual entry of appointment data.
2. Creating a New Workflow in Pabbly Connect
To set up the automation, click on the ‘Create Workflow’ button in Pabbly Connect. You will be prompted to name your workflow. Use a descriptive name like ‘Create or Update ActiveCampaign Contact for GoHighLevel Appointment’ for clarity.
- Select the folder where you want to save this workflow.
- Click on ‘Create’ to initiate the workflow setup.
After creating the workflow, you will see two boxes: one for the trigger and another for the action. The trigger will start the automation whenever a new appointment is scheduled in GoHighLevel.
3. Setting Up the Trigger for GoHighLevel Appointments
In this step, you will set the trigger event in Pabbly Connect. Select the ‘Lead Connector V2’ as the trigger application. Choose the ‘Customer Booked Appointment’ event to initiate the workflow whenever a new appointment is booked.
- Copy the provided webhook URL from Pabbly Connect.
- Open your GoHighLevel account and navigate to the automation section.
- Paste the webhook URL in the appropriate field to connect with Pabbly Connect.
Once the webhook is set, click on ‘Save Trigger’ in Pabbly Connect. This configuration ensures that every time an appointment is scheduled, it will trigger the workflow.
4. Adding Action to Update ActiveCampaign Contact
After setting up the trigger, it’s time to define the action in Pabbly Connect. Select ‘ActiveCampaign’ as the action application. Choose the ‘Create or Update Contact’ event. This will allow you to either create a new contact or update an existing one based on the appointment details.
Connect your ActiveCampaign account by entering the API key and URL. Map the fields from the GoHighLevel appointment data to the corresponding ActiveCampaign fields. Ensure you include the email, first name, last name, and phone number in the mapping.
After mapping the fields, click on ‘Save Action’ to finalize this step. This action will ensure that every new appointment updates the contact information in ActiveCampaign seamlessly.
5. Testing the Integration Setup
Once you have completed the setup in Pabbly Connect, it’s essential to test the integration. Go back to your GoHighLevel account and book a new appointment. This will trigger the workflow you just created.
After scheduling the appointment, check the Pabbly Connect workflow for the response. You should see the details of the appointment and confirm that a new contact has been created or updated in ActiveCampaign. This verification ensures that your automation is functioning correctly.
If everything works as expected, you have successfully set up the integration between GoHighLevel and ActiveCampaign using Pabbly Connect. This automation will save you time and streamline your appointment management process.
Conclusion
Integrating ActiveCampaign with GoHighLevel appointments using Pabbly Connect automates the process of creating or updating contacts. This step-by-step guide ensures efficiency and accuracy in managing your appointments.
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