How to Create Go High Level Sub Accounts from Google Sheets Using Pabbly Connect

Learn how to automate the creation of Go High Level sub accounts from Google Sheets using Pabbly Connect. Step-by-step tutorial included. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect, first navigate to its homepage. This platform enables seamless integrations between various applications, including Google Sheets and Go High Level. You can sign up for a free account to explore its features or log in if you’re an existing user.

Once signed in, you will access the Pabbly Connect dashboard. From here, you can create a new workflow that will automate the process of creating sub accounts in Go High Level whenever new data is added to your Google Sheets. This saves time and reduces errors in data entry.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, click on the ‘Create Workflow’ button located at the top right corner of the dashboard. You will be prompted to name your workflow; for this example, use ‘Create Go High Level Sub Accounts from Google Sheets’. Select a folder for organization, or create a new one if necessary.

• Click on the ‘Create’ button to set up the workflow.
• Understand the two key components: Trigger and Action.
• Select Google Sheets as your trigger application.

Now, you have successfully created a workflow. The next step involves setting up the trigger event to capture new or updated rows in your Google Sheets, which will initiate the automation.

3. Setting Up the Google Sheets Trigger

Select Google Sheets as the trigger application in Pabbly Connect. Choose the event ‘New or Updated Spreadsheet Row’. This will allow Pabbly Connect to monitor your Google Sheets for any new entries. Upon selecting this, you will receive a webhook URL.

To connect this webhook to your Google Sheets, go to your spreadsheet and click on ‘Extensions’. From there, navigate to ‘Add-ons’ and select ‘Get Add-ons’. Search for ‘Pabbly Connect Webhooks’ and install it. After installation, go back to ‘Extensions’ and select ‘Pabbly Connect Webhooks’ and then click on ‘Initial Setup’.

• Paste the webhook URL from Pabbly Connect.
• Set the trigger column to the final data column (e.g., Column I).
• Click ‘Submit’ to configure the setup.

After submitting, send a test data to verify that the setup is working correctly. This will confirm that Pabbly Connect can capture new entries from your Google Sheets.

4. Creating Sub Accounts in Go High Level

Once the trigger is set up, the next step is to define the action in Pabbly Connect. Select ‘Lead Connector V2’ as the action application and choose the event ‘Create a Location’ for creating a new sub account. This action will use the data captured from Google Sheets to create a sub account in Go High Level.

To connect to your Go High Level account, click on ‘Connect’ and choose to add a new connection. You will be prompted to log in to your Go High Level account. Make sure you allow access to all sub accounts for Pabbly Connect, and then click on ‘Proceed’.

Map the required fields such as sub account name, phone number, and address from the previous step. Enter any optional fields as needed. Click ‘Save and Send Test Request’ to create the sub account.

After successfully creating the sub account, you can check your Go High Level account to confirm that the new sub account has been created with the correct details.

5. Adding Users to Sub Accounts

The final step in this automation process is to add the customer as a user in their newly created sub account. In Pabbly Connect, add another action step by selecting ‘Lead Connector V2’ again and choose the action event ‘Create a User’.

Use the existing connection you created earlier for Lead Connector V2. Map the necessary fields such as Company ID, first name, last name, and email. For the password, you can create a format that combines the first name and phone number.

Set the user role as ‘Admin’. Select other options based on your requirements. Click ‘Save and Send Test Request’ to add the user.

After completing this step, you can verify in your Go High Level account that the user has been successfully added to their sub account. This completes the automation process using Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to automate the creation of Go High Level sub accounts from Google Sheets using Pabbly Connect. By following these steps, you can streamline your workflow and save time while ensuring accuracy in data management.