Integrate Cognito Forms with GoHighLevel CRM Using Pabbly Connect

Learn how to collect leads from Cognito Forms and automatically add them to GoHighLevel CRM using Pabbly Connect. Step-by-step guide for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect to Start Your Integration

To collect leads from Cognito Forms and add them to GoHighLevel CRM, you need to access Pabbly Connect. Start by creating a free Pabbly Connect account through the link provided in the description. This account allows you to access 100 free automation tasks each month, making it an excellent choice for businesses looking to streamline their lead collection process.

Once you have set up your account, log in to Pabbly Connect. You will be directed to the dashboard, where you can initiate the workflow creation process. Click on the ‘Create Workflow’ button to begin setting up your integration for collecting leads from Cognito Forms to GoHighLevel CRM.

2. Create a Workflow in Pabbly Connect

After clicking on the ‘Create Workflow’ button in Pabbly Connect, you will need to name your workflow. For this integration, you can name it ‘Add Leads from Cognito Forms to GoHighLevel Automatically’. This title will help you identify the workflow later on.

Once you have named your workflow, click on the ‘Create’ button. You will see two sections on the page: the trigger and the action. The trigger is the event that starts the automation, while the action is what happens in response to that trigger. In this case, the trigger will be a new entry in Cognito Forms, and the action will be adding that entry as a contact in GoHighLevel CRM.

3. Set Up the Trigger with Cognito Forms

To set up the trigger in Pabbly Connect, select Cognito Forms as your trigger application. Search for ‘Cognito Forms’ and then select the trigger event as ‘New Entry’. This event will activate the automation whenever a new form submission is made.

Pabbly Connect will generate a webhook URL that you will use to connect Cognito Forms to the integration. Copy this webhook URL and go to your Cognito Forms dashboard. In the form settings, navigate to the submission settings and toggle on the ‘Post JSON Data to Website’ option. Paste the copied webhook URL into the designated field and save your changes.

4. Test Form Submission to Capture Data

With the webhook URL set up in Cognito Forms, it’s time to test the integration. Open your form and fill it out with demo lead information. For instance, you can use ‘Rasheed Khan’ as the lead’s name, along with an email address and phone number. After filling in the details, submit the form.

After submission, return to Pabbly Connect and check the response section. You should see the data from the form submission captured successfully. This indicates that the integration is working correctly and that Pabbly Connect is effectively receiving data from Cognito Forms.

5. Set Up Action to Add Contact in GoHighLevel

Now that you have successfully set up the trigger, it’s time to configure the action in Pabbly Connect. Search for ‘GoHighLevel’ and select it as your action application. Choose the action event as ‘Create Contact’. Click on ‘Connect’ and then select ‘Add New Connection’ to link Pabbly Connect with your GoHighLevel account.

To establish this connection, you will need the API key from your GoHighLevel account. Navigate to the settings section in your GoHighLevel dashboard, find the API key, and copy it. Paste this key into Pabbly Connect and click on ‘Save’. Then, map the data fields from the Cognito Forms submission to the corresponding fields in GoHighLevel, such as first name, last name, email, and phone number. Finally, test the connection to ensure everything is set up correctly.

Conclusion

In this tutorial, we demonstrated how to collect leads from Cognito Forms and automatically add them to GoHighLevel CRM using Pabbly Connect. By following these steps, you can streamline your lead collection process without needing any coding skills. Once set up, this automation will save you time and ensure that your leads are captured accurately and efficiently.