Learn how to automate the creation and updating of GoHighLevel contacts with Instamojo payments using Pabbly Connect. Step-by-step guide included. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To automate the creation or updating of GoHighLevel contacts based on Instamojo payments, start by accessing Pabbly Connect. This platform enables seamless integration between various applications, including Instamojo and GoHighLevel.
Visit the Pabbly Connect homepage by navigating to the Pabbly website. Here, you can either sign in if you are an existing user or sign up for a free account to explore the features offered. Once logged in, you will be directed to the dashboard where you can create workflows.
2. Creating a Workflow in Pabbly Connect
Once you are on the Pabbly Connect dashboard, the next step is to create a new workflow to facilitate the integration. Click on the ‘Create Workflow’ button located at the top right corner. Name your workflow something descriptive, such as ‘Create or Update GoHighLevel Contact on Instamojo Payment’.
- Select a folder to save your workflow, or create a new one as needed.
- Ensure that the folder structure is organized for easy access in the future.
After naming your workflow and selecting a folder, click on the ‘Create’ button to proceed. This will set up the framework needed for the automation process using Pabbly Connect.
3. Setting Up the Trigger Event
The next step involves setting up the trigger event within your workflow. For this integration, select Instamojo as your trigger application. This means that the automation will begin when a new sale is made through Instamojo. using Pabbly Connect
Choose the trigger event as ‘New Sale’. After selecting this option, Pabbly Connect will provide you with a webhook URL. This URL is essential as it connects your Instamojo account with Pabbly Connect.
- Copy the webhook URL provided by Pabbly Connect.
- Log in to your Instamojo account and navigate to the payment page you wish to connect.
Paste the copied webhook URL into the appropriate settings in your Instamojo payment page. This setup ensures that when a payment is completed, the information is sent to Pabbly Connect, triggering the next steps in your workflow.
4. Mapping Data to GoHighLevel
After setting up the trigger, the next phase is to connect to GoHighLevel via Pabbly Connect. For this, select ‘Lead Connector V2’ as your action application. This is crucial because it allows you to create or update contacts in GoHighLevel based on the payment information received from Instamojo. using Pabbly Connect
In the action step, choose the action event as ‘Create or Update a Contact’. This will facilitate the addition of new contacts in your GoHighLevel account whenever a payment is made through Instamojo.
Authorize the connection to your GoHighLevel account. Map the required fields such as first name, last name, email, and phone number from the webhook response.
This mapping ensures that the correct customer information is captured and stored in GoHighLevel, thus maintaining an updated CRM without manual input.
5. Testing the Integration
Once you have mapped the data, it’s time to test the integration. To do this, make a test payment through your Instamojo payment page. Enter dummy details such as a name, email, and phone number, then proceed to complete the payment.
After successfully processing the payment, return to Pabbly Connect to check if the webhook has received the data. You should see a successful response indicating that a new contact has been created in your GoHighLevel account.
Verify by logging into your GoHighLevel account and refreshing the contacts list. You should see the newly created contact reflecting the details from your test payment, demonstrating that the integration via Pabbly Connect works seamlessly.
Conclusion
In this tutorial, we covered how to automate the creation and updating of GoHighLevel contacts based on payments received via Instamojo. By utilizing Pabbly Connect, you can streamline your workflow and enhance customer management efficiently. This integration not only saves time but also ensures that your CRM is always up-to-date.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
- Check out Pabbly Connect – Automate your business workflows effortlessly!
- Sign Up Free – Start your journey with ease!
- 10,000+ Video Tutorials – Learn step by step!
- Join Pabbly Facebook Group – Connect with 21,000+ like minded people!