Integrate GoHighLevel and Walletly Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate GoHighLevel and Walletly using Pabbly Connect to automatically create loyalty cards for customers. Follow our detailed tutorial for seamless automation! Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Integration

In this section, we will explore how to use Pabbly Connect to integrate GoHighLevel and Walletly. This integration allows for automatic creation of loyalty cards for customers when they are added to a campaign in GoHighLevel. Understanding how to navigate Pabbly Connect is essential for setting up this automation.

To get started, visit the Pabbly website and navigate to the Pabbly Connect section. Create an account or log in if you already have one. Once logged in, you will be able to access the dashboard where you can create your workflows.

2. Creating a Workflow in Pabbly Connect

To set up the integration, the first step is to create a new workflow in Pabbly Connect. Click on the plus sign and select ‘Create Workflow’. Name your workflow appropriately, such as ‘GoHighLevel to Walletly Integration’. This will help you identify the workflow easily in the future.

Next, you will see a trigger and action window. The trigger is what initiates the workflow, while the action is what happens as a result. For this integration, the trigger will be set to ‘Added to Campaign’ in GoHighLevel. Follow these steps to set it up:

• Select GoHighLevel as the application.
• Choose ‘Added to Campaign’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, you will need to set it up in your GoHighLevel account. This involves creating a new trigger in GoHighLevel that activates when a contact is added to a campaign. This is where Pabbly Connect starts capturing data from GoHighLevel.

3. Setting Up GoHighLevel Integration

Now that you have the trigger set up in Pabbly Connect, it’s time to configure it in GoHighLevel. Go to your GoHighLevel dashboard, select your business, and navigate to the ‘Triggers’ section. Click on the plus sign to add a new trigger and name it something like ‘Add Contact to Campaign’.

Once you have named your trigger, select Pabbly Connect as the application and choose the action ‘Execute Webhook’. Paste the webhook URL you copied earlier from Pabbly Connect. After saving this trigger, make sure it is activated. This allows GoHighLevel to send data to Pabbly Connect whenever a new contact is added to a campaign.

To test the integration, add a contact to your campaign in GoHighLevel. This will send the contact’s details to Pabbly Connect, allowing you to see if the data is captured correctly. If successful, you will see the response in your Pabbly dashboard.

4. Integrating Walletly for Loyalty Cards

With GoHighLevel set up, the next step is to integrate Walletly using Pabbly Connect. In your workflow, click on the action step and select Walletly as the application. Choose the action event ‘Create Loyalty Card’. This action will be triggered after a contact is successfully added to a campaign.

To connect Walletly, you will need to provide an API key and Brand ID. These can be found in your Walletly account under the API section. Copy these details and paste them into the respective fields in Pabbly Connect. This connection will allow Pabbly Connect to generate loyalty cards automatically.

Once the connection is established, map the customer details from GoHighLevel to Walletly, including the first name, last name, and email address. This ensures that the loyalty card is personalized for each customer. After mapping the details, click on ‘Save and Send Test Request’ to create a test loyalty card.

5. Sending Loyalty Cards via Gmail

After successfully creating the loyalty card, the final step is to send it to the customer via email using Gmail. Add another action step in your workflow and select Gmail as the application. Choose ‘Send Email’ as the action event.

Connect your Gmail account to Pabbly Connect by clicking on ‘Add New Connection’ and following the prompts to authorize access. Once connected, you can map the recipient’s email address from the data captured from GoHighLevel. This ensures the loyalty card is sent directly to the customer’s email.

Fill in the email subject and body, including the loyalty card URL generated earlier. Once you have drafted the email, click on ‘Save and Send Test Request’ to ensure everything is working correctly. Check the recipient’s inbox to confirm that the loyalty card was sent successfully.

Conclusion

In conclusion, using Pabbly Connect to integrate GoHighLevel and Walletly allows businesses to automate the creation and distribution of loyalty cards seamlessly. This process not only saves time but also enhances customer engagement. By following the steps outlined in this tutorial, you can set up this integration easily and efficiently.