How to Get WhatsApp Notification for New GoHighLevel Leads Using Pabbly Connect

Learn how to set up WhatsApp notifications for new GoHighLevel leads using Pabbly Connect. Step-by-step guide for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To set up WhatsApp notifications for new GoHighLevel leads, start by accessing Pabbly Connect. You can do this by visiting the Pabbly Connect homepage and signing in or creating a free account.

Once logged in, you will be greeted with the dashboard. Here, you can see all your workflows. To create a new workflow, click on the ‘Create Workflow’ button located in the top right corner. This is where the automation process begins.

2. Creating a Workflow in Pabbly Connect

In the workflow creation dialog, name your workflow as ‘Get WhatsApp Notification for New GoHighLevel Leads’. Select the folder where you want to save this workflow, then click on ‘Create’. This sets the stage for the automation. using Pabbly Connect

• Name the workflow: Get WhatsApp Notification for New GoHighLevel Leads
• Select the folder for saving the workflow
• Click on Create

After creating the workflow, you will see two windows open. The left window is for selecting the trigger application, and the right is for the action application. In this case, select GoHighLevel CRM as the trigger and WhatsApp Cloud API as the action.

3. Setting Up Trigger and Action in Pabbly Connect

For the trigger event, choose ‘Contact Created’ from the GoHighLevel CRM options. This means the automation will trigger whenever a new lead is added. After selecting the trigger, you will receive a webhook URL that you will need to set up in your GoHighLevel account.

Copy the webhook URL and navigate to your GoHighLevel account. In the automation section, create a new workflow and select ‘Contact Created’ as the trigger. Then, add an action for the webhook and paste the copied URL. This action is crucial as it sends lead data to Pabbly Connect.

4. Configuring WhatsApp Notifications via Pabbly Connect

Now that the trigger is set up, it’s time to configure the WhatsApp notification. Select WhatsApp Cloud API as your action application in Pabbly Connect. Choose the action event as ‘Send Text Message’. This will allow you to receive a WhatsApp notification with details of the new lead.

To connect your WhatsApp Cloud API account, you will need to provide the access token, phone number ID, and WhatsApp business account ID. These details can be found in your WhatsApp Cloud API settings. After entering these details, click on ‘Save’ to establish the connection.

• Select WhatsApp Cloud API as the action application
• Choose Send Text Message as the action event
• Input access token, phone number ID, and WhatsApp business account ID

Once the connection is established, you can enter your phone number and customize the message format to include lead details dynamically.

5. Testing the Integration for New Leads

After setting everything up, it’s essential to test the integration. Create a new contact in your GoHighLevel CRM to simulate a new lead. Once the contact is created, check your WhatsApp to see if you receive the notification.

If everything is configured correctly, you should receive a WhatsApp message with the details of the new lead. This confirms that the connection between GoHighLevel and Pabbly Connect is working seamlessly. You can now automate your lead notifications without manual intervention.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

In this tutorial, we covered how to set up WhatsApp notifications for new leads in GoHighLevel using Pabbly Connect. This integration allows you to stay updated on new leads instantly.