Integrating Gravity Forms with High Level CRM Using Pabbly Connect

Learn how to seamlessly integrate Gravity Forms and High Level CRM using Pabbly Connect for automated contact creation. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start integrating Gravity Forms with High Level CRM, the first step is accessing Pabbly Connect. This powerful automation tool allows you to connect various applications seamlessly.

Once you log into your Pabbly Connect account, you can create a new workflow by clicking the ‘Create Workflow’ button. This is where you will set up the automation for your Gravity Forms submissions.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you need to create a workflow for your automation. Start by naming your workflow, such as ‘Sync Gravity Form Submission Data with High Level CRM’.

Next, you will see two sections labeled as Trigger and Action. The Trigger is the event that starts the automation, while the Action is what happens as a result. In this case, the Trigger will be a new submission in Gravity Forms, and the Action will be creating a contact in High Level CRM.

• Select Gravity Forms as the Trigger application.
• Choose ‘New Response’ as the Trigger event.
• Select High Level CRM as the Action application.
• Choose ‘Create or Update Contact’ as the Action event.

Now that your workflow is set up, you can move on to connecting Gravity Forms with Pabbly Connect.

3. Connecting Gravity Forms to Pabbly Connect

To connect Gravity Forms to Pabbly Connect, you will need to copy the webhook URL provided in the Trigger setup. This URL is essential for capturing form submission data.

Go to your Gravity Forms dashboard, select the form you want to connect, and navigate to the settings. In the Webhooks section, paste the copied URL and set the request method to POST with JSON format. Save the settings to complete the connection.

• Navigate to the settings of your selected form.
• Find the Webhooks option and add the new webhook URL.
• Ensure the request method is set to POST.

After saving the settings, your Gravity Forms will now send submission data to Pabbly Connect automatically when a form is submitted.

4. Testing the Integration with Pabbly Connect

Once you have set up the webhook in Gravity Forms, it’s time to test the integration using Pabbly Connect. Make a test submission through your Gravity form to ensure data is captured correctly.

After submitting the form, return to Pabbly Connect and check if the response has been received. You should see all the details from your form submission, confirming that the connection is working properly.

To verify the data, you can check the response details in the Pabbly Connect dashboard. This step is crucial as it ensures that every new form submission will trigger the automation you set up.

5. Finalizing the Automation in Pabbly Connect

With the test submission successful, you can now finalize the automation process in Pabbly Connect. Return to the Action setup for High Level CRM and map the required fields using the data captured from the Gravity Forms submission.

For example, map the first name, last name, email, and phone number fields from the Gravity Forms response to the corresponding fields in High Level CRM. After mapping, hit the ‘Create Contact’ button to complete the setup.

Once this is done, every new submission in Gravity Forms will automatically create a contact in your High Level CRM through Pabbly Connect. This automation saves you time and ensures that your CRM is always up to date.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to integrate Gravity Forms with High Level CRM effectively. By following the steps outlined, you can automate the creation of contacts in your CRM, enhancing your workflow efficiency.