Integrate Outlook Contacts with Go HighLevel Using Pabbly Connect

Learn how to integrate Outlook Mail contacts with Go HighLevel using Pabbly Connect. Follow our step-by-step guide for seamless automation. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate Outlook Mail contacts with Go HighLevel, you need to start with Pabbly Connect. First, navigate to the Pabbly Connect website by entering Pabbly.com/connect in your browser. Here, you can either sign up for a new account or log in if you already have one.

Once you are logged in, click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Outlook to Go HighLevel’, and click on the ‘Create’ button to start building your automation.

2. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger that initiates the workflow when a new contact is added in Outlook. Select Microsoft 365 as the application in the trigger window. This is where Pabbly Connect facilitates the connection to your Outlook account.

• Choose ‘New Contact’ as the trigger event.
• Click on the ‘Connect’ button and select ‘Add New Connection’.
• Authenticate your Microsoft 365 account by clicking ‘Connect with Microsoft Office 365’.

After successfully connecting your account, click on ‘Save and Send Test Request’. This action will allow Pabbly Connect to capture the new contact data from Outlook.

3. Creating the Contact in Go HighLevel

After setting up the trigger, it’s time to send the data to Go HighLevel. In the action window of Pabbly Connect, search for HighLevel and select it as the application. Choose ‘Create or Update Contact’ as the action event.

Next, click on ‘Connect’ and enter your API token from your Go HighLevel account to establish the connection. You can find this token in the settings section of your Go HighLevel account. After connecting, you will need to map the details received from Outlook to the required fields in Go HighLevel.

• Map the first name, last name, email, and phone number fields.
• Click on ‘Save and Send Test Request’ to send the data to Go HighLevel.

After successfully sending the data, you will receive a confirmation response indicating that the contact has been created in Go HighLevel.

4. Renewing the Microsoft 365 Connection

It’s important to maintain the connection between Outlook and Pabbly Connect to ensure continuous integration. Since the connection expires every three days, you need to set up a renewal workflow. Go back to the Pabbly Connect dashboard and create a new workflow titled ‘Microsoft 365 Connection Renewal’.

Select ‘Schedule’ as the trigger app and set it to run every three days at a specified time. This will allow Pabbly Connect to automatically renew the connection without manual intervention.

Choose ‘List Webhook’ as the action event to check the existing connection. Map the subscription ID to renew the connection.

Finally, save the workflow, and you will receive a confirmation that the subscription ID has been renewed successfully.

5. Testing the Integration

To ensure that your integration is working correctly, create a new contact in your Outlook account. Use the name ‘Kunal Kapoor’ and fill in the email and phone number fields. After saving the new contact, Pabbly Connect will automatically create the same contact in your Go HighLevel account.

Check your Go HighLevel dashboard under the contacts section to verify that the contact appears with the same details. This confirms that the integration is working seamlessly and that Pabbly Connect is effectively managing the data transfer between Outlook and Go HighLevel.

Conclusion

In this tutorial, we demonstrated how to integrate Outlook Mail contacts with Go HighLevel using Pabbly Connect. By following the steps outlined above, you can automate the process of adding contacts, ensuring efficiency and accuracy in your CRM management. This integration not only saves time but also enhances productivity by eliminating repetitive manual tasks.