Automate JotForm and Go High Level Integration with Pabbly Connect

Learn how to automate the integration between JotForm and Go High Level using Pabbly Connect step-by-step. Streamline your lead management process now! Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automate the integration between JotForm and Go High Level, you first need to access Pabbly Connect. Start by navigating to the Pabbly Connect website and signing into your account. If you are a new user, you can sign up for free and receive 100 free tasks each month.

Once you are logged in, you will see the dashboard with all available applications. Click on the ‘Access Now’ button for Pabbly Connect to begin setting up your workflow. This platform is essential for creating seamless integrations between different applications.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you need to create a workflow for your integration. Click on the top right corner button labeled ‘Create Workflow’. A dialog box will appear asking for the workflow name and folder selection.

• Name your workflow as ‘Create or Update Go High Level Contact on JotForm Submission’.
• Select a folder where you want to save this workflow, such as ‘JotForm Automations’.

After naming your workflow and selecting the appropriate folder, click on the ‘Create’ button. This will set up the basic structure of your automation, which consists of trigger and action steps.

3. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect. For this integration, select JotForm as your trigger application. This allows Pabbly Connect to listen for new submissions from your JotForm form.

Choose the event as ‘New Response’. This event will capture the data whenever a form submission occurs. You will be provided with a webhook URL that you need to copy to establish a connection between JotForm and Pabbly Connect.

• Go to your JotForm settings and find the integration section.
• Search for webhooks and paste the copied URL into the provided field.
• Complete the integration to confirm the connection.

Once the webhook is set up, you can test the connection by submitting a test lead through your JotForm. This will confirm that Pabbly Connect is receiving data correctly.

4. Setting Up the Action in Pabbly Connect

Now that the trigger is set, it’s time to configure the action step in Pabbly Connect. Select ‘Lead Connector V2’ as your action application, which corresponds to Go High Level. This selection allows you to create or update contacts in your Go High Level account.

For the action event, choose ‘Create or Update Contact’. This ensures that whenever a new lead is submitted through JotForm, their details will be automatically added to Go High Level. Click on the connect button to establish the connection between Pabbly Connect and your Go High Level account.

Authorize the connection by selecting your Go High Level account. Map the fields from the JotForm response to the corresponding fields in Go High Level. Ensure all required fields such as first name, last name, email, and phone number are correctly mapped.

After mapping the fields, click on ‘Save and Send Test Request’ to verify that the integration works as intended. Once confirmed, a new contact should appear in your Go High Level account.

5. Testing the Integration in Pabbly Connect

With your integration set up, it’s crucial to test it to ensure everything is functioning correctly. Submit a test lead using the JotForm you created earlier. After submitting, return to Pabbly Connect and check if the response has been captured successfully.

If the test lead appears in your Go High Level account, it confirms that the integration is working as expected. You should see all the details filled in accurately, including the description noting that the lead was generated from JotForm.

For further confirmation, you can perform additional test submissions to ensure that leads are consistently being added to your Go High Level account without any issues. This will validate that Pabbly Connect is effectively automating the process between JotForm and Go High Level.

Conclusion

In this tutorial, we explored how to integrate JotForm with Go High Level using Pabbly Connect. This automation streamlines your lead management process, ensuring that new leads are captured and organized efficiently. By following these steps, you can save time and focus on converting leads into clients effectively.