Integrating Email with Go High Level Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate your Gmail with Go High Level using Pabbly Connect. This detailed tutorial covers every step for seamless automation. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Gmail with Go High Level, first, you need to access Pabbly Connect. Open your browser and navigate to the Pabbly website. If you are a new user, you can sign up for free and receive 100 tasks per month.

As an existing user, click on ‘Sign In’ to access your dashboard. Once logged in, locate the option to access Pabbly Connect and click on it. This will take you to the Pabbly Connect dashboard where you can create workflows.

2. Creating a New Workflow in Pabbly Connect

Creating a new workflow in Pabbly Connect is essential for setting up your email automation. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow and choose a folder to save it in.

• Name your workflow as ‘Create Go High Level Contact from Emails’.
• Select the folder ‘Automations’ to save your workflow.
• Click on ‘Create’ to proceed.

After creating the workflow, you will be directed to the workflow window. This is where you will set up your trigger and actions, making Pabbly Connect the core of your automation process.

3. Setting Up the Trigger with Email Parser

The first step in your workflow is to set up a trigger. For this integration, select ‘Email Parser’ as your trigger application in Pabbly Connect. This will allow you to capture incoming emails.

Choose the trigger event as ‘New Email’. This event will activate whenever a new email is received. You will be provided with an email address that you need to copy and use in your Gmail settings to forward emails.

• Open your Gmail account and go to Settings.
• Navigate to ‘Forwarding and POP/IMAP’ and add the copied email address as a forwarding address.
• Verify the forwarding address by clicking on the confirmation link sent to your email.

After verification, you will have successfully set up the trigger that connects Gmail to Pabbly Connect.

4. Filtering Emails Before Creating Contacts

Next, you need to filter the emails to ensure that only relevant inquiries create new contacts in Go High Level. In Pabbly Connect, select ‘Filter’ as the action application.

Set the action event to ‘Filter Values’. You will specify conditions based on the subject of the emails. For instance, if the subject contains keywords like ‘inquiry’, ‘request’, or ‘interested’, then the workflow should proceed to create a contact.

Set the filter label to ‘Subject’. Choose the filter type as ‘Contains’. Add conditions for ‘inquiry’, ‘request’, and ‘interested’.

Once you have set up these filters, you will ensure that only the relevant emails trigger the creation of new contacts in Go High Level through Pabbly Connect.

5. Creating a Go High Level Contact

Finally, you will create a new contact in Go High Level using the filtered details. In Pabbly Connect, select ‘Lead Connector V2’ as your action application.

Choose the action event as ‘Create Contact’. You will need to connect your Go High Level account by providing necessary permissions. Once connected, map the fields from the previous steps, such as the full name and email.

Map the full name and email from the email parser response. Set a tag for the contact as ‘Email Inquiry’. Click on ‘Save and Send Test Request’ to create the contact.

After completing these steps, you will have successfully created a new contact in Go High Level through Pabbly Connect, ensuring that all inquiries are systematically recorded and tracked.

Conclusion

In this tutorial, we demonstrated how to integrate Gmail with Go High Level using Pabbly Connect. By following these steps, you can automate the creation of contacts based on incoming email inquiries, improving your lead management process.

Utilizing Pabbly Connect ensures that your inquiries are efficiently processed, allowing for better organization and response times. This integration is a powerful tool for managing customer inquiries effectively.