Automate Google Sheets Updates with Pabbly Connect and Go High Level

Learn how to automate Google Sheets updates using Pabbly Connect with Go High Level. Step-by-step tutorial for seamless integration and efficient workflow management. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin automating Google Sheets updates, you need to access Pabbly Connect. First, navigate to the Pabbly Connect homepage by entering the URL in your browser.

Once on the homepage, you will see options to either sign in or sign up for free. If you are a new user, click on the ‘Sign Up for Free’ button. After creating your account, you will receive 100 free tasks every month to explore the features of Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

After signing in, you will land on the dashboard of Pabbly Connect. Here, you can view all your workflows. To create a new workflow, click on the ‘Create Workflow’ button.

• Provide a name for your workflow, such as ‘Auto Update Google Sheets’.
• Select the folder where you want to save this workflow.
• Click ‘Create’ to proceed.

After creating the workflow, you will see two windows: Trigger and Action. The Trigger is what starts the automation, while the Action is what happens in response. For this integration, select Go High Level as your trigger application and Google Sheets as your action application in Pabbly Connect.

3. Setting Up the Trigger with Go High Level

To set up the trigger, select Go High Level from the list of applications in Pabbly Connect. You will then choose the trigger event, which is the opportunity status change.

Once you select the trigger event, Pabbly Connect will generate a webhook URL. Copy this URL as you will need to paste it into your Go High Level account to establish the connection.

4. Configuring the Action to Update Google Sheets

Now, move to the Action step within Pabbly Connect. Select Google Sheets as your action application and choose the action event as ‘Update Cell Value’. This is where you will specify how the Google Sheets will be updated whenever the opportunity status changes in Go High Level.

• Connect to your Google account by clicking ‘Sign in with Google’.
• Select the spreadsheet where you want to update the status.
• Map the necessary fields, including the range and value to be updated.

By mapping these fields effectively, Pabbly Connect ensures that the correct data is updated in Google Sheets whenever a change occurs in Go High Level.

5. Testing and Verifying the Integration

Once you have configured both the trigger and action, it’s time to test the integration. Change the status of an opportunity in Go High Level to trigger the workflow.

After updating the status, check your Google Sheets to verify that the update was reflected correctly. This testing step is crucial to ensure that Pabbly Connect is functioning as intended and that the data flow is seamless.

Conclusion

In this tutorial, we successfully integrated Go High Level with Google Sheets using Pabbly Connect. This automation allows for real-time updates to your spreadsheet, enhancing workflow efficiency and collaboration. By following these steps, you can streamline your operations without any coding skills.