How to Create GoHighLevel User from Google Sheets Using Pabbly Connect

Learn how to automate user creation in GoHighLevel from Google Sheets using Pabbly Connect. Step-by-step tutorial with detailed instructions. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a GoHighLevel user from Google Sheets, we will use Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you are new to Pabbly Connect, you can sign up for a free account, which allows you to perform 100 tasks per month.

Once signed in, you will see the Pabbly Apps window. From here, select Pabbly Connect by clicking on ‘Access Now’. This will take you to the Pabbly Connect dashboard where you can create your automation workflow.

2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button located at the top right corner. A dialog box will appear asking for a workflow name. Enter ‘Create GoHighLevel User from Google Sheets’ as the name of your workflow. using Pabbly Connect

• Select a folder to save your workflow.
• Choose the folder named ‘GoHighLevel Automations’.
• Click on ‘Create’ to finalize your workflow.

After creating the workflow, you will see two sections: Trigger and Action. The trigger indicates what starts the automation, while the action represents what happens as a result. In this case, Google Sheets will be the trigger application, and GoHighLevel will be the action application.

3. Setting Up the Trigger in Pabbly Connect

To set up the trigger, click on the arrow in the trigger section and select Google Sheets as the trigger application. For the trigger event, choose ‘New or Updated Spreadsheet Row’. This event will capture any new or updated data in your Google Sheets.

Pabbly Connect will provide you with a unique webhook URL. Copy this URL as it will be used to connect Google Sheets to Pabbly Connect. Now, open your Google Sheets document and navigate to ‘Extensions’ > ‘Add-ons’ > ‘Get Add-ons’ to install the Pabbly Webhooks add-on if you haven’t done so yet.

4. Configuring Google Sheets with Pabbly Connect

After installing the Pabbly Webhooks add-on, go back to your Google Sheets and click on ‘Extensions’ > ‘Pabbly Webhooks’ > ‘Initial Setup’. Here, paste the webhook URL you copied earlier and set the trigger column to the final data column, which is typically column D.

Once you have filled in these details, click on ‘Submit’. You should see a success message confirming that the setup is configured correctly. Now, click on ‘Send on Event’ in the same add-on menu to ensure that every time new data is added to the spreadsheet, Pabbly Connect will capture the response.

5. Creating a User in GoHighLevel via Pabbly Connect

Now that the trigger is set up, it’s time to configure the action step. Click the arrow in the action section and select ‘Lead Connector V2’ as the action application. For the action event, choose ‘Create User’. This will allow you to create a new user in GoHighLevel whenever data is added to Google Sheets.

Click on ‘Connect’ to establish a connection between Pabbly Connect and GoHighLevel. You will need to provide the necessary details, such as first name, last name, email, and phone number. Map these fields to the corresponding data from the trigger step. For example, map the first name field to the first name captured from Google Sheets.

After mapping all required fields, click on ‘Save and Send Test Request’. If the setup is successful, you will receive a positive response indicating that a new user has been created in GoHighLevel. You can verify this by checking your GoHighLevel account under the staff section.

Conclusion

This tutorial showed how to automate the creation of GoHighLevel users from Google Sheets using Pabbly Connect. By following the steps outlined, you can seamlessly integrate these applications and streamline your user management process.