Integrate Brilliant Directories and Go High Level Using Pabbly Connect

Learn how to integrate Brilliant Directories with Go High Level using Pabbly Connect for seamless lead management. 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 start integrating Brilliant Directories with Go High Level, first access Pabbly Connect. This automation software allows you to connect various applications seamlessly. Simply visit the Pabbly Connect website and log in or sign up for an account.

Once logged in, you will be greeted by the dashboard. Here, you can create workflows that automate tasks between applications. This capability is essential for managing leads effectively, especially for fitness studios and similar businesses.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. You will be prompted to name your workflow. For this integration, name it something like ‘Create Go High Level Contact on Brilliant Directories Form Submission’.

• Click on the ‘Create’ button after naming your workflow.
• Select the appropriate folder for your workflow, such as ‘Automations’.
• You can also create a new folder if needed.

Once you have set up your workflow, you will see the trigger and action options. This is where you specify the conditions under which your automation will run. In this case, it will be based on form submissions from Brilliant Directories.

3. Setting Up the Trigger with Brilliant Directories

To set up the trigger, select ‘Brilliant Directories’ as your trigger application in Pabbly Connect. Choose the trigger event as ‘Custom Webhooks’. This allows you to connect your Brilliant Directories form to Pabbly Connect, enabling the workflow to start when a form is submitted.

After selecting the trigger event, you will receive a webhook URL. Copy this URL and navigate to your Brilliant Directories account. Under the Developer Hub, select the option for webhooks and create a new webhook.

• Name your webhook (e.g., ‘New Lead’).
• Paste the webhook URL you copied from Pabbly Connect.
• Turn on the webhook and save the settings.

This setup ensures that every time a new form is submitted, it triggers the workflow in Pabbly Connect, allowing for seamless lead management.

4. Configuring the Action in Pabbly Connect

Now that the trigger is set, it’s time to configure the action step in Pabbly Connect. Choose ‘Go High Level’ as your action application and select ‘Lead Connector V2’. This is where you will set up the action to create a new contact in your Go High Level account.

Click on the ‘Connect’ button to establish a connection with your Go High Level account. You will need to select your sub-account where the new contact will be created. Make sure you are logged into your Go High Level account to streamline the connection process.

Map the fields from the Brilliant Directories submission to the Go High Level contact fields. Ensure to include essential information like full name, email, and phone number. Review all fields before saving the request.

After mapping the fields, click on ‘Save and Send Test Request’ to ensure everything is working correctly. Once confirmed, you will see the new contact created in your Go High Level account.

5. Testing the Integration for Success

With the workflow configured, it’s crucial to test the integration. Go back to your Brilliant Directories form and submit a test entry. After submitting, return to Pabbly Connect to check if the webhook received the response correctly.

Once you see the successful response, navigate to your Go High Level account to verify that the new contact was created with the details from your test submission. This confirms that the integration is functioning as intended.

Submit multiple test entries to ensure reliability. Check both Pabbly Connect and Go High Level for accuracy. Adjust any settings if necessary based on test results.

After confirming the integration works correctly, you can confidently use this automated process to manage your leads efficiently.

Conclusion

In conclusion, integrating Brilliant Directories with Go High Level using Pabbly Connect streamlines your lead management process. By automating contact creation, you save time and reduce manual errors, allowing you to focus on growing your business.