Learn how to integrate WhatsApp with GoHighLevel using Pabbly Connect to receive instant notifications for new leads. 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. Accessing Pabbly Connect for WhatsApp Notifications
To get started with receiving WhatsApp notifications for new GoHighLevel leads, you need to access Pabbly Connect. Begin by visiting the Pabbly Connect homepage by typing the URL in your browser.
Once there, you will see options to sign in or sign up for free. If you are a new user, click on the ‘Sign Up for Free’ button. Existing users can directly sign in. After creating your account, you will receive 100 free tasks each month to explore the features of Pabbly Connect.
2. Creating a Workflow in Pabbly Connect
After signing in, navigate to the dashboard of Pabbly Connect. Here, you can view existing workflows or create a new one. Click on the ‘Create Workflow’ button located in the top right corner.
- Provide a name for your workflow, such as ‘Get WhatsApp Notification for New GoHighLevel Leads’.
- Select a folder to save your workflow, for example, ‘WhatsApp Marketing Automation’.
- Click on the ‘Create’ button to proceed.
Now, you will see two windows open: one for the trigger and another for the action. The trigger will be GoHighLevel CRM, and the action will be WhatsApp Cloud API. This setup will allow you to receive WhatsApp notifications whenever a new lead is generated.
3. Setting Up GoHighLevel CRM as Trigger
In this step, select GoHighLevel CRM as your trigger application in Pabbly Connect. Choose the ‘Lead Connector V2’ as the trigger event to capture new leads.
Next, you will be provided with a webhook URL. Copy this URL, as it will be used to connect your GoHighLevel account with Pabbly Connect. In your GoHighLevel account, navigate to the Automation section to create a new workflow.
- Click on ‘Create Workflow’ and select ‘Start from Scratch’.
- Add a trigger by selecting ‘Contact Created’.
- Paste the webhook URL as an action in the workflow.
After saving this workflow, return to Pabbly Connect, where it will indicate that it is waiting for the webhook response. This means your setup is ready to capture new leads.
4. Connecting WhatsApp Cloud API
Now, it’s time to connect the WhatsApp Cloud API as the action application in Pabbly Connect. Select ‘Send Text Message’ as the action event to receive notifications on WhatsApp.
To establish this connection, you will need your WhatsApp Cloud API credentials, including the access token, phone number ID, and WhatsApp business account ID. These can be found in your Meta for Developers dashboard.
Copy the access token and paste it in Pabbly Connect. Enter your phone number ID and WhatsApp business account ID. Click on ‘Save’ to connect WhatsApp to Pabbly Connect.
Once connected, you can specify the recipient’s mobile number and customize the message format that you want to receive whenever a new lead is generated.
5. Testing the Integration
After setting up the connection, it’s essential to test the integration. Create a new lead in your GoHighLevel CRM by adding a contact with dummy details.
Once the contact is created, check Pabbly Connect to see if the response is captured. If everything is set correctly, you will receive a WhatsApp notification with the lead’s details shortly after.
To ensure the process is working, you can repeat the lead creation process. Each time a new lead is added, you should receive a corresponding WhatsApp notification, confirming that the integration between GoHighLevel CRM and WhatsApp via Pabbly Connect is functioning as intended.
Conclusion
In this tutorial, we explored how to set up WhatsApp notifications for new leads in GoHighLevel using Pabbly Connect. With these simple steps, you can automate the notification process and stay updated on your leads instantly.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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By integrating GoHighLevel CRM with WhatsApp through Pabbly Connect, you enhance your lead management efficiency and responsiveness.