How to Create or Update GoHighLevel Contact on Paperform Submission Using Pabbly Connect

Learn how to automate the process of creating or updating GoHighLevel contacts from Paperform submissions using Pabbly Connect in this step-by-step tutorial. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create or update GoHighLevel contacts on Paperform submissions, you first need to access Pabbly Connect. This integration tool allows you to automate workflows without any coding skills. Start by visiting the Pabbly Connect website and signing in or signing up for a free account.

Once you are logged in, you will be directed to the Pabbly Connect dashboard. Here, you can manage your workflows and automation tasks efficiently. To set up the integration, click on the Pabbly Connect option to access your automation settings.

2. Creating a New Workflow in Pabbly Connect

To create a new workflow, click on the Create Workflow button. You will need to name your workflow, for example, ‘Create or Update GoHighLevel Contact on Paperform Submission’. Select the appropriate folder to save your workflow.

• Name your workflow appropriately.
• Choose a folder for organization.
• Click Create to initiate the workflow setup.

After clicking create, you will see two boxes labeled Trigger and Action. The trigger will be Paperform, and the action will be GoHighLevel. This setup ensures that whenever a new form submission occurs in Paperform, a contact will be created or updated in GoHighLevel automatically.

3. Setting Up Trigger and Action in Pabbly Connect

In the trigger application, select Paperform and the event as New Form Submission. This means that every time a new lead fills out the Paperform, it will trigger the workflow. You will be provided with a webhook URL that acts as a bridge between Paperform and Pabbly Connect.

Next, log into your Paperform account, edit the form you are using, and navigate to the After Submission settings. Under Integrations, select Webhooks and add the webhook URL provided by Pabbly Connect. Make sure to set the trigger to New Submission before saving the settings.

4. Mapping Data to GoHighLevel in Pabbly Connect

After setting up the trigger, move to the action application and select Lead Connector V2 as your action event. This will allow you to create or update contacts in GoHighLevel based on the data received from Paperform. Connect your GoHighLevel account by following the authorization prompts.

Now, you need to map the fields from the Paperform submission to the corresponding fields in GoHighLevel. Use the response data from Paperform to fill in the first name, last name, email, and phone number fields dynamically. This ensures that every new submission updates or creates a contact with the correct information.

• Select the appropriate fields for mapping.
• Ensure dynamic mapping for accurate data transfer.
• Click Save and Send Test Request to verify the setup.

Once the test request is sent, check your GoHighLevel account to verify that the contact has been created with the information provided from the Paperform submission. This confirms that the integration via Pabbly Connect is functioning correctly.

5. Testing the Integration and Finalizing Setup

To ensure everything works as expected, perform a test submission on your Paperform. Fill in the required fields and submit the form. Once submitted, return to Pabbly Connect and check for the response logged from the webhook.

If the response shows the correct data, go back to your GoHighLevel account and refresh the contacts page. You should see the new contact created automatically. This confirms that the integration is successful and that every new submission on Paperform will create or update a contact in GoHighLevel seamlessly.

Finally, remember that this integration can be expanded to include more applications using Pabbly Connect. You can automate various workflows to enhance your operational efficiency.

Conclusion

In this tutorial, we explored how to create or update GoHighLevel contacts on Paperform submissions using Pabbly Connect. This integration simplifies your workflow by automating data transfers, ensuring that your contact list remains up-to-date without manual intervention.