How to Create GoHighLevel Contact for OptinMonster Lead Using Pabbly Connect

Learn how to integrate GoHighLevel and OptinMonster using Pabbly Connect with this detailed step-by-step tutorial. Automate lead management effortlessly! Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a GoHighLevel contact for an OptinMonster lead, you first need to access Pabbly Connect. Begin by visiting the Pabbly website and signing in to your account. If you are a new user, you can sign up for free and get access to 100 tasks each month. Once logged in, navigate to the Pabbly Connect app.

Upon entering the Pabbly Connect dashboard, you will see options to create a new workflow. Click on the ‘Create Workflow’ button. Here, you can name your workflow, for example, ‘Create GoHighLevel Contact for OptinMonster Lead’, and save it in the desired folder. This process sets the stage for automating the lead integration.

2. Setting Up the Trigger with OptinMonster

In this step, you will set up the trigger application, which is OptinMonster. Select OptinMonster from the list of applications as your trigger. The event you want to trigger is ‘New Lead’. Pabbly Connect will provide you with a webhook URL, which you need to copy to link your OptinMonster account. using Pabbly Connect

• Select OptinMonster as the trigger application.
• Choose ‘New Lead’ as the trigger event.
• Copy the provided webhook URL for integration.

Next, log into your OptinMonster account. Navigate to the form you created and go to the Integrations tab. Here, you will add a new webhook. Paste the copied URL from Pabbly Connect and name it appropriately, such as ‘Go High Level’. This connection allows OptinMonster to send lead data to Pabbly Connect seamlessly.

3. Performing Test Submission for Validation

After setting up the webhook, it’s time to perform a test submission to ensure that the connection works correctly. Go back to your OptinMonster form and fill in the required fields with test data. Once submitted, this action will trigger the webhook you just created. using Pabbly Connect

• Fill in the test data in your OptinMonster form.
• Click on the subscribe button to submit the form.
• Check Pabbly Connect to see if the lead data was captured.

Once you submit the form, return to Pabbly Connect to verify that the lead details have been captured successfully. This confirmation indicates that your trigger setup is functioning as intended, and you can proceed to the next step of creating a contact in GoHighLevel.

4. Setting Up the Action with GoHighLevel

Now that your trigger is set up and validated, it’s time to configure the action step in Pabbly Connect. Select the Lead Connector application as your action application, specifically Lead Connector V2. The action event you need to choose is ‘Create Contact’. This will allow Pabbly Connect to create a new contact in GoHighLevel whenever a lead is captured from OptinMonster. using Pabbly Connect

After selecting the action event, you will be prompted to connect your Lead Connector account. If you have not previously connected it, click on ‘Add New Connection’ and follow the prompts to authenticate your account. Once connected, you can map the fields from your OptinMonster lead to the corresponding fields in GoHighLevel.

Select Lead Connector V2 for the action application. Choose ‘Create Contact’ as the action event. Map the lead fields to GoHighLevel contact fields.

This mapping process is crucial as it ensures that the details from your OptinMonster lead are accurately transferred to your GoHighLevel contact. After mapping the fields, you can save and send a test request to confirm that the contact is created successfully in your GoHighLevel account.

5. Verifying the Integration and Finalizing the Workflow

To finalize your integration, you need to verify that the contact has been successfully created in GoHighLevel. After sending the test request, log into your GoHighLevel account and navigate to the contacts section. Refresh the page to see if the new contact appears with the details you entered during the test submission.

If the contact is created successfully, you have completed the integration process using Pabbly Connect. This automation will now ensure that every new lead from OptinMonster is automatically added as a contact in GoHighLevel, streamlining your lead management process.

Log into GoHighLevel to check for new contacts. Refresh the contacts page to view updates. Confirm that the contact details match the test submission.

With this, your automated workflow is fully operational. You can now enjoy the benefits of seamless integration between OptinMonster and GoHighLevel using Pabbly Connect.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to create a GoHighLevel contact for an OptinMonster lead. By following these steps, you can automate your lead management process effectively and ensure that all new leads are captured accurately in your CRM.