Learn how to automate Go High Level contacts using JotForm submissions with Pabbly Connect in this detailed step-by-step tutorial. Streamline your workflow, save valuable time, and eliminate repetitive tasks through powerful automation capabilities.
Watch Step By Step Video Tutorial Below
1. Introduction to Pabbly Connect for Automation
In this tutorial, we will explore how to create Go High Level contacts from JotForm submissions using Pabbly Connect. This integration allows you to automate the process without any coding skills. By connecting these applications, you can streamline your workflow and improve efficiency.
To get started, you will need a Pabbly Connect account, as well as accounts for JotForm and Go High Level. Once you have these ready, you can follow the steps outlined in the video to set up the automation.
2. Creating a Workflow in Pabbly Connect
To create a workflow in Pabbly Connect, first, log in to your Pabbly Connect account. You will see a dashboard showing all your workflows. Click on the ‘Create Workflow’ button to begin.
Next, you will be prompted to name your workflow. Enter a descriptive name, such as ‘Create Go High Level Contact from JotForm Submission.’ After naming your workflow, select the appropriate folder to save it in.
- Click on ‘Create Workflow’
- Enter the workflow name
- Select the folder for saving
After setting up the workflow, you need to define the trigger event. This is the event that starts the automation process. In this case, the trigger will be a new response from JotForm.
3. Connecting JotForm to Pabbly Connect
To connect JotForm with Pabbly Connect, you will need the webhook URL provided by Pabbly. Go to your JotForm account and open the form you want to connect. Click on ‘Settings’ and navigate to ‘Integrations’.
In the integrations menu, search for ‘Webhooks’ and click on it. You will need to paste the webhook URL from Pabbly Connect into the designated field. After pasting, click on the ‘Complete Integration’ button to finalize the connection.
- Open the form in JotForm
- Go to ‘Settings’ > ‘Integrations’
- Select ‘Webhooks’ and paste the Pabbly URL
Once the integration is complete, you can test it by submitting a new form response. This will confirm that JotForm is successfully sending data to Pabbly Connect.
4. Creating a Contact in Go High Level
The next step is to create a contact in Go High Level using the data received from JotForm through Pabbly Connect. For this, you will select the action application as Go High Level and the action event as ‘Create Contact’.
After selecting the action, you will need to connect your Go High Level account to Pabbly Connect. Click on ‘Connect’ and log in to your Go High Level account. Once connected, you can map the fields from JotForm to Go High Level.
Select Go High Level as the action application Choose ‘Create Contact’ as the action event Map JotForm fields to Go High Level
Ensure that all required fields in Go High Level are filled with the appropriate information from the JotForm submission. After mapping, click on ‘Save and Send Test Request’ to create a contact and verify the process.
5. Verifying the Integration
After setting up the integration between Pabbly Connect, JotForm, and Go High Level, it is essential to verify that everything is working correctly. Go back to your Go High Level account and check if the contact was created successfully.
You should see the new contact with the information submitted through JotForm. If the contact appears, your integration is successful! If not, revisit the steps to ensure everything is set correctly.
Once confirmed, you can use this automation for all future JotForm submissions, saving you time and ensuring that your leads are captured efficiently.
Conclusion
This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.
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In this tutorial, we demonstrated how to automate the creation of Go High Level contacts from JotForm submissions using Pabbly Connect. This integration streamlines your workflow and enhances productivity by automating repetitive tasks. By following these steps, you can easily set up similar automations for other applications as well.