How to Create Google Drive Sub-Folder & Share Access to New Tagged Contact in GoHighLevel Using Pabbly Connect

Learn how to automate the creation of Google Drive sub-folders for tagged contacts in GoHighLevel using Pabbly Connect. Step-by-step guide included. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect to Create Your Workflow

To start the integration process, access Pabbly Connect by visiting the Pabbly website. Here, you can sign up for a free account or log in if you already have one. This platform will facilitate the connection between GoHighLevel and Google Drive, allowing you to automate the creation of subfolders based on tagged contacts.

After logging in, navigate to the ‘All Apps’ section and select Pabbly Connect. Click on the ‘Create Workflow’ button in the top right corner. You will be prompted to name your workflow, which we will call ‘Create a Subfolder When Tag is Added to GoHighLevel Contact.’ Once named, click on ‘Create’ to proceed with the setup.

2. Set Up Trigger in GoHighLevel Using Pabbly Connect

In this step, we will configure the trigger in Pabbly Connect to respond to new tags added to contacts in GoHighLevel. Select ‘Lead Connector V2’ as your trigger application, as it is the latest version for integrating with GoHighLevel. The trigger event should be set to ‘Contact Tag.’

After selecting the trigger, you will receive a webhook URL. Copy this URL and head over to your GoHighLevel account. In GoHighLevel, navigate to the ‘Automations’ section and create a new workflow. Select ‘Start from Scratch’ and set the trigger to ‘Contact Tag.’ Save the trigger, then proceed to create an action using the webhook option.

• Select ‘Webhook’ as the action in GoHighLevel.
• Set the method to ‘POST’ and paste the URL from Pabbly Connect.
• Save and publish the workflow.

Now, your trigger is set up correctly in both GoHighLevel and Pabbly Connect. This allows the automation to begin functioning when a new tag is added to a contact.

3. Test Webhook Response in Pabbly Connect

After setting up the trigger, it’s time to test the webhook response in Pabbly Connect. Go back to your Pabbly Connect dashboard, where it will indicate that it is waiting for a webhook response. To test this, assign a tag to a contact in GoHighLevel.

For instance, select a contact, like Alex John, and assign the tag ‘New.’ Once the tag is assigned, check back in Pabbly Connect. You should see the response captured with the details of the contact and the newly assigned tag. This confirms that the integration is working correctly so far.

4. Create Subfolder in Google Drive Using Pabbly Connect

Now that we have confirmed the webhook response, we will proceed to create a subfolder in Google Drive using Pabbly Connect. Select Google Drive as the action application. Choose the action event ‘Create a Subfolder’ and connect your Google account by clicking on ‘Sign in with Google.’ Make sure you are logged into the correct Google account.

Once connected, select the folder where you want to create the subfolder. In this case, we will use the folder named ‘Go HighLevel Contacts.’ For the subfolder name, we will map the email of the contact that was tagged. This dynamic mapping ensures that the subfolder is named according to the contact’s email each time a new tag is added.

• Select the correct folder for the subfolder.
• Map the email of the contact from the previous step.
• Click on ‘Save and send test request’ to create the subfolder.

After executing the test request, check your Google Drive to confirm that the new subfolder has been created successfully with the contact’s email as its name. This verifies that the automation is functioning as expected.

5. Final Verification of the Workflow

To ensure everything is working seamlessly, perform a final test by tagging another contact in GoHighLevel. For example, select Max Hales and assign the tag ‘Purchase.’ After tagging, return to Pabbly Connect and verify that a new subfolder has been created in Google Drive with Max’s email.

This step confirms that your workflow is fully operational. With Pabbly Connect, you have successfully automated the process of creating Google Drive subfolders based on tagged contacts in GoHighLevel. The integration allows for efficient organization of documents related to each contact.

In summary, by following these steps, you have utilized Pabbly Connect to create a powerful automation that enhances your workflow between GoHighLevel and Google Drive.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the creation of Google Drive subfolders for tagged contacts in GoHighLevel. This integration streamlines your workflow and enhances productivity.