Automating Appointment Records with Pabbly Connect: A Step-by-Step Guide

Learn how to automate appointment records from Go High Level to Microsoft Excel using Pabbly Connect in this detailed tutorial. 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 Integration

To start with Pabbly Connect, visit the homepage by typing Pabbly.com/connect in your browser. Here, you will find options to sign in or sign up for free. If you are an existing user, simply log in to your account. New users can create an account and enjoy 100 free tasks every month.

Once logged in, navigate to the ‘All Apps’ section and select Pabbly Connect to access the dashboard. This dashboard will display all your workflows, allowing you to create new ones easily. Click on ‘Create Workflow’ to begin setting up your automation.

2. Creating a New Workflow in Pabbly Connect

Within Pabbly Connect, you need to name your workflow. For this tutorial, we will name it ‘Go High Level Appointment Details in Microsoft Excel’. Select the appropriate folder for saving this workflow and click on ‘Create’.

• Name your workflow appropriately.
• Select the folder for organization.
• Click on ‘Create’ to set up the workflow.

After creating the workflow, you will see two main sections: Trigger and Action. The trigger is what starts the workflow, while the action is what happens as a result. Here, we will select Go High Level as our trigger application and Microsoft Excel as the action application.

3. Setting Up the Trigger with Go High Level

In this step, select Go High Level as the trigger application in Pabbly Connect. The trigger event will be ‘Customer Booked Appointment’. This means that whenever a new appointment is booked, the workflow will be activated.

Once you select the trigger event, Pabbly Connect will provide you with a webhook URL. This URL is crucial as it acts as a bridge between Go High Level and Pabbly Connect. Copy this URL and proceed to your Go High Level account to set up the automation.

4. Configuring Go High Level for Automation

Now, log into your Go High Level account and navigate to the ‘Automation’ section. Here, create a new workflow and name it appropriately. Set the trigger as ‘Customer Booked Appointment’ to link it with Pabbly Connect. This ensures that every time an appointment is booked, the data will be sent to Pabbly Connect.

• Go to Automation and create a new workflow.
• Set the trigger as ‘Customer Booked Appointment’.
• Paste the webhook URL from Pabbly Connect.

After setting up the trigger, save and publish the workflow. This will ensure that the connection between Go High Level and Pabbly Connect is active and ready to capture appointment details automatically.

5. Sending Appointment Data to Microsoft Excel

With the connection established, the next step is to send the appointment data to Microsoft Excel. In Pabbly Connect, add a new action step and select Microsoft Excel. The action event will be ‘Add Row to Worksheet’. This will allow you to create a new record in Excel every time an appointment is booked.

Connect your Microsoft Excel account by allowing necessary permissions. Then select the workbook and worksheet where you want to store the appointment details. Map the fields such as customer name, email, phone number, and appointment date from the previous steps.

Once all details are mapped, click on ‘Save and Send Test Request’. This will test the connection and add a new row in your Excel sheet. Refresh your Excel sheet to confirm that the appointment details have been added successfully. This completes the automation process using Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to automate the process of adding appointment details from Go High Level to Microsoft Excel using Pabbly Connect. By following these steps, you can streamline your workflow and ensure that all appointment records are accurately captured without manual effort.