How to Create GoHighLevel Contact from ClickUp Tasks Using Pabbly Connect

Learn how to integrate ClickUp and GoHighLevel using Pabbly Connect to automate contact creation from tasks. Step-by-step tutorial included. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for ClickUp and GoHighLevel Integration

To create a GoHighLevel contact from ClickUp tasks, we will use Pabbly Connect. Start by visiting the Pabbly Connect homepage. If you are a new user, click on ‘Sign Up Free’ to get 300 tasks every month. Existing users should click on ‘Sign In’ to access their accounts.

After logging in, you will see the Pabbly Connect dashboard. Here, you can create a new workflow by clicking the ‘Create Workflow’ button at the top right corner. Name your workflow as ‘Create GoHighLevel Contact from ClickUp Task’ and select your folder for organization.

2. Defining Trigger and Action in Pabbly Connect

In this integration, the trigger application is ClickUp, and the action application is GoHighLevel. You need to select ClickUp as the trigger application and the event as ‘New Task’. This ensures that whenever a new task is created in ClickUp, Pabbly Connect will capture this event.

• Choose ClickUp as the trigger application.
• Select ‘New Task’ as the trigger event.
• Connect your ClickUp account by adding a new connection and entering your API token.

After entering the API token, click ‘Save’. Now, you will need to select your workspace, space, folder, and list from ClickUp to ensure Pabbly Connect can access the correct data.

3. Creating a Task in ClickUp for Automation

Now that Pabbly Connect is set up, create a new task in ClickUp. This task will contain the lead details required for creating a contact in GoHighLevel. Click on the ‘Add Task’ button in ClickUp and fill in the task details such as the name, email, and phone number.

Once you have added the task details, go back to Pabbly Connect and click ‘Save and Send Test Request’. This will test the trigger and ensure that the task details are being sent correctly from ClickUp.

4. Setting Up Action for GoHighLevel in Pabbly Connect

After successfully setting up the trigger, it’s time to define the action. Select GoHighLevel as the action application and choose ‘Create Contact’ as the action event. This means whenever a new task is created in ClickUp, Pabbly Connect will automatically create a new contact in GoHighLevel.

To connect GoHighLevel with Pabbly Connect, click on ‘Connect’ and add a new connection. Ensure you are logged into your GoHighLevel account and select the appropriate agency. Once connected, map the fields such as first name, last name, email, and phone number based on the data received from the ClickUp task.

• Map the lead name from the ClickUp task to the GoHighLevel contact fields.
• Leave non-required fields blank if not needed.
• Click ‘Save and Send Test Request’ to verify the action setup.

After successfully mapping the fields, refresh your GoHighLevel account to see the new contact created from the ClickUp task.

5. Testing the Integration Between ClickUp and GoHighLevel

To ensure everything is working correctly, create another new task in ClickUp with different lead details. After saving the task, go back to your GoHighLevel account and refresh the page. Since ClickUp uses a polling method, it may take some time for the new contact to appear.

Once the polling period has elapsed, check the GoHighLevel account again. You should see the new contact created from the task details entered in ClickUp. This confirms that Pabbly Connect has successfully automated the process of creating contacts from tasks.

With this integration, you can streamline your lead management process effectively. By utilizing Pabbly Connect, you can easily connect ClickUp and GoHighLevel, ensuring all your leads are captured efficiently.

Conclusion

In this tutorial, we explored how to create a GoHighLevel contact from ClickUp tasks using Pabbly Connect. By following these steps, you can automate your lead management process effectively and ensure no lead is missed.