Integrating Typeform Leads into GoHighLevel CRM Using Pabbly Connect

Learn how to seamlessly integrate Typeform leads into GoHighLevel CRM using Pabbly Connect. Follow our step-by-step tutorial for easy automation. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Understanding Typeform and GoHighLevel CRM with Pabbly Connect

In this section, we will explore the functionalities of Typeform and GoHighLevel CRM, emphasizing how Pabbly Connect facilitates their integration. Typeform is a powerful form-building application that allows businesses to create engaging forms for lead capture, while GoHighLevel CRM serves as a comprehensive customer relationship management tool.

By integrating these applications using Pabbly Connect, businesses can automate the process of adding leads from Typeform directly into their GoHighLevel CRM account. This eliminates manual data entry, ensuring that every lead captured through Typeform is efficiently stored in GoHighLevel for follow-up, marketing, and customer service purposes.

2. Accessing Pabbly Connect for Integration

To start the integration process, navigate to the Pabbly Connect website. Enter ‘Pabbly.com’ in your browser, and from the products menu, select Pabbly Connect. If you are a new user, click on the ‘Sign Up for Free’ option to create an account, which only takes a couple of minutes. Existing users can simply sign in.

• Visit the Pabbly Connect website.
• Click on ‘Sign Up for Free’ to create your account.
• If you have an account, click on ‘Sign In’.

Once signed in, access Pabbly Connect to create a new workflow. Click on the ‘+’ icon and choose ‘Create Workflow’. Name your workflow, for example, ‘Add Typeform Leads to GoHighLevel CRM,’ and click ‘Create’. This sets up the foundation for your integration.

3. Creating Trigger and Action Workflow in Pabbly Connect

In Pabbly Connect, the integration operates on a trigger-action model. The trigger is the event that starts the automation, while the action is what happens as a result. For this integration, the trigger will be a new entry in Typeform.

Open the trigger window in Pabbly Connect and select Typeform from the application list. Choose ‘New Entry’ as the trigger event. Click ‘Connect’, then ‘Add New Connection’, and authorize the connection by logging into your Typeform account. Ensure you are logged in before connecting.

• Select Typeform as the trigger application.
• Choose ‘New Entry’ as the trigger event.
• Authorize your Typeform account.

After connecting Typeform, select the specific form you wish to use, such as a contact form. Save and send a test request to ensure that the connection is working correctly.

4. Mapping Data to GoHighLevel CRM Using Pabbly Connect

Next, we will set up the action in Pabbly Connect to create a new contact in GoHighLevel CRM whenever a new Typeform entry is submitted. In the action window, select GoHighLevel CRM as the application and choose ‘Create Contact’ as the action event.

Click ‘Connect’, then ‘Add New Connection’. You will need to provide the API key from your GoHighLevel account. To find this, log into your GoHighLevel account, go to ‘Settings’, and find the API keys section. Copy the required API key and paste it into Pabbly Connect.

Select GoHighLevel CRM as the action application. Choose ‘Create Contact’ as the action event. Provide the API key from your GoHighLevel account.

Now, map the fields from Typeform to GoHighLevel, such as first name, last name, email address, and phone number. Once you have mapped all necessary fields, click ‘Save and Send Test Request’ to create a test contact in GoHighLevel CRM.

5. Testing the Integration and Conclusion

After setting up the mapping, it’s important to test the integration to ensure everything is working as expected. Fill out the Typeform with a new lead’s details and submit the form. Go back to Pabbly Connect and check if the contact has been successfully created in your GoHighLevel CRM.

By following these steps, you have successfully integrated Typeform leads into GoHighLevel CRM using Pabbly Connect. This automation allows for seamless lead management, ensuring that no potential customer is missed. You can now focus on engaging with your leads efficiently.

In summary, with Pabbly Connect, you can easily automate the process of transferring leads from Typeform to GoHighLevel CRM, enhancing your business workflow and productivity.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.