Learn how to collect leads from Paperform and add them as contacts in GoHighLevel using Pabbly Connect. Step-by-step tutorial included! 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 begin the integration process using Pabbly Connect, first, navigate to the Pabbly website. Type Pabbly.com in your browser and select the Products tab. Click on Pabbly Connect to access the integration platform.
If you are a new user, sign up for free by clicking on the Sign Up Free button. You can create your account in just a few minutes. Existing users can simply click on Sign In to access their dashboard. Once logged in, locate the Pabbly Connect application and click on Access Now.
2. Creating a Workflow in Pabbly Connect
After accessing Pabbly Connect, you will see your dashboard. To create a new workflow, click on the plus sign and select Create Workflow. Name your workflow, for instance, Collect Leads from Paperform and Add to GoHighLevel, then click on Create.
- Name your workflow according to your requirement.
- Understand the trigger-action mechanism in Pabbly Connect.
In this integration, the trigger will be the submission of a Paperform form, and the action will be the creation of a new contact in GoHighLevel. This setup allows seamless data transfer between the applications.
3. Setting Up Paperform as a Trigger in Pabbly Connect
To set up Paperform as the trigger in Pabbly Connect, open the trigger window and select Paperform from the application list. In the trigger event, choose New Form Submission. This setup ensures that every time a form is submitted, it will trigger an action in GoHighLevel.
Next, you will be provided with a webhook URL. Copy this URL and navigate to your Paperform account. Edit the form you wish to connect and go to the After Submission option. Under Integrations, select Webhooks and paste the copied URL. Click on Add Webhook to finalize the integration.
4. Configuring GoHighLevel as Action in Pabbly Connect
With Paperform set as the trigger, the next step is to configure GoHighLevel as the action. In the action window of Pabbly Connect, select GoHighLevel from the application list and choose Create Contact as the action event. Click on Connect and then Add New Connection to link your GoHighLevel account.
To connect, you will need the API key from your GoHighLevel account. Navigate to the settings in your GoHighLevel account, find the API keys section, and copy the relevant API key. Paste this key into Pabbly Connect and click Save to establish the connection. This will allow Pabbly Connect to create new contacts in GoHighLevel using the data from Paperform.
- Ensure you are logged into your GoHighLevel account before creating the connection.
- Map the fields from Paperform to GoHighLevel for accurate data transfer.
Once the connection is established, you can map the form fields such as first name, last name, email, and phone number to the corresponding fields in GoHighLevel. This ensures that every new submission is accurately captured as a new contact.
5. Testing the Integration Between Paperform and GoHighLevel
To test the integration, go back to your Paperform and submit a test entry. Fill in the form with the required details like first name, last name, email, and phone number, then click Submit. This submission will trigger the webhook and send the data to Pabbly Connect.
Return to Pabbly Connect to check if the data has been captured successfully. You should see the details of the form submission displayed. If everything is set up correctly, you will then proceed to test the action by sending a test request to create the contact in GoHighLevel.
After executing the test, log into your GoHighLevel account and navigate to the contacts section. You should see the new contact created with the details provided in the form submission. This confirms that the integration is functioning as intended, allowing you to collect leads from Paperform and add them to GoHighLevel seamlessly.
Conclusion
In conclusion, using Pabbly Connect allows you to efficiently collect leads from Paperform and automatically add them as contacts in GoHighLevel. This integration streamlines your workflow, ensuring no lead is missed. Follow the steps outlined to set up your integration today!
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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