Learn how to automate adding GoHighLevel contacts directly from Google Sheets using Pabbly Connect. Follow this detailed tutorial for seamless integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To create GoHighLevel contacts from Google Sheets, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect homepage by typing Pabbly.com/connect in your browser. Here, you will find options to sign in or sign up for a free account.
If you are a new user, click on the ‘Sign Up for Free’ button. Once registered, you will receive 100 free tasks each month, allowing you to explore the platform. Existing users can directly sign in to access their dashboard and workflows.
2. Creating a Workflow in Pabbly Connect
The next step involves creating a new workflow in Pabbly Connect. After signing in, click on the ‘Create Workflow’ option. A dialog box will appear, prompting you to name your workflow. Enter a name like ‘Create GoHighLevel Contact from Google Sheets’ and select a folder for organization.
- Name the workflow appropriately.
- Select the folder for saving the workflow.
- Click on ‘Create’ to proceed.
After creating the workflow, you will see two windows: one for the trigger and another for the action. Select Google Sheets as the trigger application and GoHighLevel as the action application to automate the process.
3. Setting Up Google Sheets as the Trigger
In this step, you will configure Google Sheets as the trigger in Pabbly Connect. Select Google Sheets and choose the trigger event as ‘New or Updated Spreadsheet Row’. This means that every time a new row is added or updated in Google Sheets, it will trigger the workflow.
Copy the webhook URL provided by Pabbly Connect. This URL will be used to send data from Google Sheets to Pabbly Connect. In your Google Sheets, navigate to the Extensions menu, select Add-ons, and choose Pabbly Connect Webhooks to install the necessary add-on.
- Install Pabbly Connect Webhooks from Google Workspace Marketplace.
- Paste the copied webhook URL into the setup section.
- Set the trigger column to your final data column.
After completing the setup, click on ‘Send Test’ to ensure that the connection is successful. Once the test response is received, you can proceed to configure the action step.
4. Adding a Contact in GoHighLevel
Now it’s time to set up GoHighLevel as the action in Pabbly Connect. Select ‘Lead Connector V1’ as the action application and choose ‘Create or Update Contact’ as the action event. You will need to connect your GoHighLevel account by entering your API key.
To obtain your API key, log into your GoHighLevel account, navigate to Settings, and then to Business Profile. Copy the API key and paste it into Pabbly Connect. After saving the connection, you will be prompted to map the fields for the contact details.
Map the first name, last name, email, and phone number from Google Sheets. Ensure that the data is dynamic by mapping instead of entering it manually. Click ‘Save’ and send a test request to confirm the contact addition.
If successful, you will see a contact ID indicating that the lead was added to GoHighLevel. This confirms the integration is functioning correctly.
5. Testing the Automation
Finally, it’s important to test the entire automation process set up in Pabbly Connect. Add a new row in your Google Sheets with the lead details, including the first name, last name, email, and phone number. After entering the information, check your GoHighLevel contact list to ensure the new contact has been created.
Refresh the GoHighLevel contact section, and you should see the new lead added automatically. This demonstrates that every time a new row is added to Google Sheets, the automation works seamlessly, creating a new contact in GoHighLevel.
By following these steps, you have successfully integrated Google Sheets with GoHighLevel using Pabbly Connect. This powerful automation can save time and streamline your lead management process.
Conclusion
In this tutorial, we explored how to create GoHighLevel contacts from Google Sheets using Pabbly Connect. By automating this process, you can efficiently manage leads without manual input, enhancing your workflow.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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