Learn how to automate email notifications for new GoHighLevel leads using Pabbly Connect. Step-by-step guide to set up integration with Gmail. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Automation
To get started with automating email notifications for new GoHighLevel leads, you need to access Pabbly Connect. This powerful integration platform allows you to connect various applications without coding skills.
Begin by opening a new tab in your browser and searching for Pabbly Connect. If you don’t have an account, sign up for free, which only takes a few minutes. Once logged in, you will see various applications offered by Pabbly.
2. Creating a New Workflow in Pabbly Connect
After logging into Pabbly Connect, navigate to your dashboard and click on the ‘Create Workflow’ button. This is where you will set up the integration between GoHighLevel and Gmail.
- Name your workflow, for example, ‘Get Email Notification for GoHighLevel Leads’.
- Select a folder to save your workflow.
- Click ‘Create’ to proceed.
This will take you to the workflow setup page where you need to define the trigger and action for your automation. The trigger will be set to GoHighLevel, and the action will be set to Gmail.
3. Setting Up the Trigger from GoHighLevel
In this step, you will set up the trigger in Pabbly Connect for when a new lead is created in GoHighLevel. Select ‘Lead Connector V2’ as your trigger application.
Next, choose the trigger event as ‘Contact Created’. This means every time a new contact is added in GoHighLevel, the trigger will activate. You will then need to connect this trigger to Pabbly Connect using the provided Webhook URL.
4. Configuring Gmail Action for Email Notifications
Once your trigger is set, the next step is to configure the action in Pabbly Connect to send email notifications via Gmail. Select Gmail as your action application and choose ‘Send Email’ as the action event.
Connect your Gmail account to Pabbly Connect by allowing access. After that, you will need to fill in the details for the email notification, including recipient addresses, sender name, and email subject.
- Recipient: Enter your email address to receive notifications.
- Subject: Set it to ‘New Lead Received’.
- Email Content: Include lead details like name, email, and phone number.
Once you have mapped all necessary fields, click on ‘Save and Send Test Request’ to check if everything is working correctly.
5. Testing the Integration with a New Lead
Now that you’ve set up both the trigger and action in Pabbly Connect, it’s time to test the integration. Go to your GoHighLevel account and create a new contact as a lead.
Fill in the required fields such as first name, last name, email, and phone number, and save the contact. After saving, return to Pabbly Connect, where you should see a response indicating that the new lead has been captured successfully.
Finally, check your Gmail account to confirm that you have received the email notification with the lead’s details. This confirms that your integration is working flawlessly, allowing you to receive timely updates on new leads.
Conclusion
In this tutorial, we demonstrated how to use Pabbly Connect to automate email notifications for new GoHighLevel leads. By following the steps outlined, you can ensure that you never miss a lead and stay updated efficiently.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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