Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To automate lead management using Pabbly Connect, start by visiting the Pabbly Connect website. If you’re a new user, sign up for a free account to explore its features. Once signed in, you will be directed to the workflow builder where you can begin setting up your automation.

For existing users, simply log in to your account. After logging in, you can create a new workflow. This is where you will integrate Go High Level and other applications to streamline your lead management process.

2. Setting Up the Trigger with Typeform

In this step, you will set up a trigger in Pabbly Connect to capture new leads from your form. Click on the “Add Trigger” button and select Typeform as your trigger application. Choose the event “New Entry” to capture responses from your form.

  • Search for Typeform in the trigger application list.
  • Select “New Entry” as the event.
  • Connect your Typeform account by clicking on “Add a New Connection”.

Ensure that you are logged into your Typeform account to allow Pabbly Connect to access the necessary permissions. Once connected, select the specific form you want to use for capturing leads.

3. Capturing Lead Data from Typeform

With the trigger set up, it’s time to capture lead data. After selecting your Typeform, click “Save and Send Test Request”. This will prompt you to fill out the form to capture a sample lead.

Fill out the form with the lead’s information such as first name, last name, mobile number, and email address. Once submitted, Pabbly Connect will capture this data and display it in your workflow.

  • Submit the form with test data to see live results.
  • Check the Pabbly workflow for captured lead details.

Now that you have captured the lead data, you are ready to set up the action step to send this data to Go High Level.

4. Sending Data to Go High Level

In this section, you will set up an action in Pabbly Connect to send the captured lead data to Go High Level. Click on “Add New Action Step” and search for “Lead Connector V2”.

Select the event “Create or Update a Contact”. If you have not previously connected your Go High Level account, click on “Add a New Connection”. Ensure you are logged into your Go High Level account to grant necessary permissions.

  • Choose the correct sub-account in Go High Level.
  • Map the fields from the Typeform response to Go High Level fields.

By mapping the fields, you ensure that the data from the Typeform responses is dynamically inserted into the Go High Level contact fields, allowing for seamless integration.

5. Testing the Integration

After setting up the action step, it’s crucial to test the integration. Click on “Save and Send Test Request” to verify that the lead data is successfully sent to Go High Level.

Check your Go High Level account under the contacts section to confirm that the new lead has been added. The details should match the information you submitted in the Typeform.

  • Verify that the contact appears in your Go High Level account.
  • Refresh the contacts list to see the new entry.

Once confirmed, your automation using Pabbly Connect is now fully operational. From now on, every new lead submitted through Typeform will automatically create a contact in Go High Level, saving you time and effort.

Conclusion

Integrating Go High Level with Pabbly Connect allows you to automate lead management efficiently. By following this tutorial, you can streamline your workflow and ensure that no lead is missed. Start automating your processes today!