How to Create/Update GoHighLevel Contact on Contact Form 7 Submission Using Pabbly Connect

Learn how to seamlessly create or update GoHighLevel contacts with Contact Form 7 submissions using Pabbly Connect in this detailed step-by-step tutorial. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Integration

To create or update GoHighLevel contacts on Contact Form 7 submissions, you first need to access Pabbly Connect. Start by navigating to the Pabbly Connect homepage by typing ‘Pabbly.com/connect’ in your browser. Here, you will find options to sign in or sign up for free.

If you’re a new user, click on the ‘Sign Up for Free’ button to create an account, which takes just a couple of minutes. As a bonus, you’ll receive 100 free tasks each month to explore the features of Pabbly Connect and test various automations. Existing users can simply sign in to access their dashboard.

Creating a Workflow in Pabbly Connect

Once you are logged into Pabbly Connect, you will be directed to the dashboard, where you can manage your workflows. To start, click on the ‘Create Workflow’ button. A dialog box will prompt you to name your workflow; name it ‘Create or Update GoHighLevel Contact on Contact Form 7 Submission’.

After naming your workflow, select a relevant folder for better organization. For this automation, choose the folder related to lead management. Once done, click on ‘Create’ to proceed to the next step where you will set up your trigger and action.

• Name your workflow appropriately.
• Select the relevant folder for organization.
• Click ‘Create’ to proceed.

Now you will see two main windows for trigger and action. The trigger is what initiates the workflow, while actions are the responses to that trigger. For this automation, select ‘Contact Form 7’ as the trigger application and set the trigger event to ‘New Form Submission’. This setup ensures that every time a form is submitted, the automation will be triggered.

Setting Up Contact Form 7 for Pabbly Connect

To connect Contact Form 7 with Pabbly Connect, you will need a webhook URL provided by Pabbly. After selecting your trigger, you will receive a webhook URL. Next, navigate to your WordPress site where Contact Form 7 is installed.

In your WordPress dashboard, go to the Contact Form 7 settings and select the form you want to connect. Under the ‘Webhook’ section, check the box to integrate and paste the webhook URL you copied from Pabbly Connect. Finally, click ‘Save’ to establish the connection.

• Navigate to your WordPress dashboard.
• Select the desired Contact Form 7 form.
• Paste the webhook URL and click ‘Save’.

Once saved, return to Pabbly Connect, where it will show that it is waiting for a webhook response. To test this connection, submit the form on your website with sample data. This will allow you to check if the connection is working correctly.

Connecting GoHighLevel CRM to Pabbly Connect

After successfully setting up Contact Form 7 with Pabbly Connect, the next step is to connect GoHighLevel CRM. For this, select ‘Lead Connector V2’ as your action application. The action event you want is ‘Create or Update a Contact’. This ensures that when a form is submitted, the contact details are either created or updated in GoHighLevel.

To establish this connection, click on ‘Connect’ and choose ‘Add New Connection’. You will need to log into your GoHighLevel account if you haven’t already. Select your agency and the specific sub-account to which you want to connect. Once the authorization is successful, you can proceed to map the fields from the previous step to create a new contact.

Select ‘Lead Connector V2’ for the action application. Choose ‘Create or Update a Contact’ as the action event. Log into your GoHighLevel account to establish the connection.

Now, map the fields such as first name, last name, email, and phone number from the response captured by Pabbly Connect. This mapping will ensure that every time the form is submitted, the correct data is sent to GoHighLevel CRM.

Testing the Automation

To ensure that your integration is working correctly, you can run a test submission. Go back to the Contact Form 7 form and submit it with new sample data. Once submitted, check Pabbly Connect to see if the response has been captured correctly.

If everything is set up correctly, you should see the new contact added in your GoHighLevel CRM. This confirms that your automation is functioning as intended, allowing you to seamlessly create or update contacts with every form submission.

Submit the form with new sample data. Check Pabbly Connect for the captured response. Verify the new contact in your GoHighLevel CRM.

This complete integration allows for efficient lead management, ensuring that no potential client is missed. With Pabbly Connect, you can automate this process effortlessly without any coding skills.

Conclusion

In summary, using Pabbly Connect to create or update GoHighLevel contacts on Contact Form 7 submissions streamlines lead management. This step-by-step tutorial shows how automation can save time and ensure accuracy in client data handling.