How to Create GoHighLevel Sub-Accounts from Google Sheets Using Pabbly Connect

Learn how to create GoHighLevel sub-accounts from Google Sheets using Pabbly Connect. This step-by-step guide ensures seamless integration for your business. 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. Introduction to Pabbly Connect for Creating Sub-Accounts

Pabbly Connect is the central platform that facilitates the integration between Google Sheets and GoHighLevel sub-accounts. This tutorial will guide you through the process of setting this up effectively. By using Pabbly Connect, you can automate the creation of sub-accounts whenever new customer data is added to your Google Sheets. using Pabbly Connect

To start, access Pabbly Connect by visiting its homepage. As an existing user, sign in to your account. If you are new, you can sign up for free and explore its features. Pabbly Connect simplifies your workflow by allowing seamless integration between multiple applications.

2. Creating a Workflow in Pabbly Connect

To create a new workflow in Pabbly Connect, click on the ‘Create Workflow’ button located at the top right corner of the dashboard. Name your workflow as ‘Create GoHighLevel Sub Accounts from Google Sheets’. This helps in identifying your workflow easily later on. using Pabbly Connect

• Click on the ‘Create’ button to finalize your workflow setup.
• Select Google Sheets as your trigger application.
• Choose the trigger event as ‘New or Updated Spreadsheet Row’.

After setting up the trigger, Pabbly Connect will generate a webhook URL. This URL is crucial for connecting your Google Sheets to Pabbly Connect, allowing it to capture new entries automatically.

3. Setting Up Google Sheets for Integration

To connect Google Sheets with Pabbly Connect, you need to install the Pabbly Connect Webhooks add-on. Open your Google Sheets, navigate to Extensions, select Add-ons, and then Get Add-ons. Search for the Pabbly Connect Webhooks add-on and install it. using Pabbly Connect

• After installation, go back to Extensions, select Pabbly Connect Webhooks, and choose Initial Setup.
• Paste the webhook URL you copied from Pabbly Connect.
• Set the trigger column to the last data column in your sheet.

Once you’ve configured the webhook settings, click on Submit. This will enable Pabbly Connect to capture data whenever a new row is added to your Google Sheets.

4. Creating GoHighLevel Sub-Accounts Using Pabbly Connect

With your Google Sheets set up, it’s time to create the sub-accounts in GoHighLevel. In Pabbly Connect, select the action application as Lead Connector V2. This is where you will create a new sub-account for each new entry captured from Google Sheets. using Pabbly Connect

Map the data from the trigger step to the action step, ensuring all necessary fields are filled. For instance, map the sub-account name, phone number, and other relevant details. Pabbly Connect will handle the data transfer, ensuring that each sub-account is created with the correct information.

Select the action event as ‘Create a Location’. Ensure all required fields are filled, including the customer’s email and timezone. Click on Save and Send Test Request to create the sub-account.

Once the test is successful, you can verify in your GoHighLevel account that the new sub-account has been created correctly.

5. Adding Users to GoHighLevel Sub-Accounts

The final step is to add users to the newly created sub-accounts. In Pabbly Connect, add another action step using Lead Connector V2 to create a user in the sub-account. This ensures that the customer has access to their account. using Pabbly Connect

Map the required fields such as Company ID, first name, last name, and email. You can also set a common password format for ease of access. Pabbly Connect will streamline this process, allowing you to add users without manual entry.

Select the action event as ‘Create a User’. Ensure to map the phone number and set the user role appropriately. Click on Save and Send Test Request to finalize user creation.

After this step, you can check your GoHighLevel account to confirm that the user has been added successfully to their respective sub-account. This completes the automation process using Pabbly Connect.

Conclusion

In this tutorial, we explored how to create GoHighLevel sub-accounts from Google Sheets using Pabbly Connect. By following the outlined steps, you can automate the process and enhance efficiency in managing customer accounts.