How to Create GoHighLevel Appointments from Email Using Pabbly Connect

Learn how to automate GoHighLevel appointments from Gmail using Pabbly Connect. Step-by-step guide to streamline your appointment scheduling process. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating your GoHighLevel appointments from Gmail, first access Pabbly Connect. This platform allows seamless integration between your Gmail account and GoHighLevel. Simply navigate to the Pabbly Connect homepage by typing the URL in your browser.

If you are a new user, click on the ‘Sign up for free’ button to create an account. Existing users can click on ‘Sign in’. Once logged in, you will have access to all the features necessary for setting up this automation.

2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ option. A dialog box will prompt you to name your workflow; enter a name like ‘Create GoHighLevel Appointment from Email’.

• Select a folder to save your workflow.
• Click ‘Create’ to proceed.

Now, two windows will open: one for the trigger and one for the action. The trigger will be set to capture new emails, while the action will create appointments in GoHighLevel. This is where Pabbly Connect facilitates the entire process.

3. Setting Up Email Parser in Pabbly Connect

The next step involves setting up the Email Parser as the trigger in Pabbly Connect. This feature allows you to capture responses from your Gmail account. Copy the provided email hook from Pabbly Connect.

Now, head to your Gmail account settings. Under the ‘Forwarding and POP/IMAP’ tab, click on ‘Add a forwarding address’ and paste the email hook. Confirm the forwarding request sent to the hook. Once confirmed, return to Pabbly Connect and click on ‘Recapture Email Parser Response’ to ensure the connection is successful.

4. Filtering Email Requests for Appointments

To ensure that only relevant emails trigger the appointment creation, use the filter feature in Pabbly Connect. Set a condition that checks if the email subject contains ‘Appointment Request’. This step is crucial to avoid unnecessary actions for every email received.

• Select the subject from the previous response.
• Click ‘Save and Send Test Request’ to test the condition.

If the condition is met, you can proceed to extract the necessary details from the email for creating the appointment. This is where Pabbly Connect helps streamline the process by allowing you to set specific criteria.

5. Creating Appointments in GoHighLevel

Once the email is filtered and the necessary details are extracted, the final step is to create the appointment in GoHighLevel. Use the Lead Connector V2 action in Pabbly Connect to set up the appointment.

Map the required fields such as the contact ID and the start time. Ensure that the date and time are formatted correctly using the Date Time Formatter feature in Pabbly Connect. After mapping all necessary details, click ‘Save and Send Test Request’ to confirm that the appointment is created successfully.

Conclusion

In this tutorial, we explored how to automate GoHighLevel appointments from emails using Pabbly Connect. By following the steps outlined, you can enhance your appointment scheduling process efficiently, ensuring seamless integration between Gmail and GoHighLevel.