Integrating Sim Pro and Go High Level Using Pabbly Connect

Learn how to integrate Sim Pro and Go High Level using Pabbly Connect with this step-by-step tutorial. Automate your workflow effortlessly! Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To integrate Sim Pro with Go High Level, you first need to set up Pabbly Connect. Start by signing up for a free account on the Pabbly Connect website. Once signed in, navigate to the dashboard and click on the ‘Create Workflow’ button to begin.

Name your workflow appropriately, such as ‘Create Contact in Go High Level from Sim Pro’. After naming, click on the ‘Create’ button to load the workflow page, which will serve as the foundation for your automation.

2. Choosing the Trigger Application in Pabbly Connect

The next step in using Pabbly Connect is selecting the trigger application, which in this case is Sim Pro. Click on the triggers window, search for Sim Pro, and select it. Choose the trigger event as ‘New Job’ to initiate the workflow when a new job is created.

• Select Sim Pro as the application.
• Choose ‘New Job’ as the trigger event.
• Copy the generated webhook URL for later use.

This webhook URL will be used to connect Sim Pro with Pabbly Connect. Follow the instructions provided to set up the webhook subscription in your Sim Pro account.

3. Configuring Sim Pro for Webhook Subscription

To configure Sim Pro, go to the settings icon in your Sim Pro account and click on ‘Setup’. Navigate to the API tab and select ‘Webhook Subscriptions’. Click on the ‘Create Subscription’ button to add a new webhook.

Enter a name for the subscription and paste the webhook URL you copied from Pabbly Connect. Ensure that the ‘Job’ event is toggled on so that job details are sent to the webhook whenever a new job is created.

4. Testing the Connection Between Sim Pro and Pabbly Connect

After setting up the webhook, test the connection by clicking the ‘Test’ button in Sim Pro. This action will send a sample job data to the webhook URL. You will see a confirmation message indicating that the test was successful.

Next, click the ‘Recapture’ button in Pabbly Connect to listen for real job data. Create a test job in Sim Pro, ensuring that you fill out all necessary fields, including the associated contact.

• Create a new project job in Sim Pro.
• Select an existing customer and fill in the job description.
• Ensure the associated contact is selected for the job.

Once the job is created, the details will be captured in Pabbly Connect, allowing you to proceed to the next steps of your automation.

5. Adding the Contact to Go High Level

Now that you have captured the job details in Pabbly Connect, the next step is to add the associated contact to Go High Level. Click on the plus icon to add a new action step, and select Go High Level as the application. Choose the action event as ‘Create Contact’.

Connect with your Go High Level account by selecting ‘Add New Connection’. Once connected, map the fields from the captured job data to the corresponding fields in Go High Level, such as first name, last name, email address, and phone number.

After mapping the necessary fields, click on ‘Save and Send Test Request’. If successful, a new contact will be created in Go High Level, which you can verify by refreshing your contacts list in the application.

Conclusion

In this tutorial, we demonstrated how to integrate Sim Pro and Go High Level using Pabbly Connect. By following these steps, you can automate the process of adding contacts whenever a new job is created, simplifying your workflow and enhancing productivity.