How to Get Email Notification for New GoHighLevel Leads Using Pabbly Connect

Learn how to set up email notifications for new GoHighLevel leads using Pabbly Connect. Follow our step-by-step tutorial to automate your lead management process. 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 get email notifications for new GoHighLevel leads, the first step is accessing Pabbly Connect. You can do this by opening a new tab and searching for Pabbly.com/connect. This will direct you to the Pabbly Connect landing page.

Once on the page, you will see options to sign in or sign up. If you don’t have an account, you can sign up for free, which only takes a couple of minutes. After signing in, you’ll be taken to the dashboard where you can start creating your integration workflows.

2. Creating a New Workflow in Pabbly Connect

Next, you need to create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button. A pop-up window will appear where you can name your workflow. For this integration, name it ‘Get Email Notification for GoHighLevel Leads’.

After naming your workflow, select the folder where you want to save it. You can create a new folder or choose an existing one. Once done, click on ‘Create’ to proceed to the trigger and action setup.

• Choose ‘Lead Connector V2’ as the trigger application.
• Select ‘Contact Created’ as the trigger event.

This setup will allow Pabbly Connect to listen for new leads created in GoHighLevel.

3. Connecting GoHighLevel with Pabbly Connect

To connect GoHighLevel with Pabbly Connect, you will need to use the provided webhook URL. After selecting your trigger, copy the webhook URL from Pabbly Connect. This URL acts as a bridge between GoHighLevel and Pabbly Connect.

Now, navigate to your GoHighLevel account. Go to the ‘Automations’ section and create a new workflow. Here, add a trigger for ‘Contact Created’ and name it appropriately. In the action step, select ‘Webhook’ and paste the copied URL from Pabbly Connect.

• Name your trigger as ‘New Lead’ and save it.
• Publish the workflow to activate the connection.

This step ensures that whenever a new lead is created, the data is sent to Pabbly Connect for further processing.

4. Setting Up Gmail Action in Pabbly Connect

Now, you need to set up the action in Pabbly Connect to send an email notification. Select Gmail as the action application and choose ‘Send Email’ as the action event. This tells Pabbly Connect what to do once it receives data from GoHighLevel.

To connect Gmail, click on ‘Connect’ and allow access to your Gmail account. Once connected, you will need to fill in the details for the email notification, including the recipient’s email address, sender name, and email subject.

Enter the recipient’s email (your email address). Set the email subject as ‘New Lead Received’. Compose the email content with lead details.

Once all fields are filled, click on ‘Save and Send Test Request’ to check if everything is working correctly.

5. Testing the Integration for New Leads

Finally, it’s time to test the integration you set up using Pabbly Connect. Go back to your GoHighLevel account and create a new contact. Fill in the required details and save the new lead. This action should trigger the webhook you set up earlier.

After saving the new contact, return to Pabbly Connect and check if you received the response from GoHighLevel. You will see the lead details populated in Pabbly Connect, confirming the integration is working as expected.

Check your Gmail for the email notification. Ensure all lead details are correctly displayed in the email.

This successful test confirms that your integration between GoHighLevel and Gmail via Pabbly Connect is complete, ensuring you won’t miss any new leads.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to set up email notifications for new GoHighLevel leads. By following these steps, you can automate your lead management process efficiently.