How to Integrate Infusionsoft and Go High Level with Pabbly Connect

Learn how to seamlessly integrate Infusionsoft and Go High Level using Pabbly Connect for efficient contact management. 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 start integrating Infusionsoft and Go High Level, first access Pabbly Connect. Log in to your account or create a free account in just two minutes. This will allow you to utilize the automation features offered by Pabbly Connect.

Once logged in, you will be directed to the dashboard. Here, click on the blue button labeled ‘Create Workflow’. You will need to name your workflow, for example, ‘Sync Contacts Between Infusionsoft and Go High Level’. After naming, click on ‘Create’ to proceed with setting up your integration.

2. Setting Up Trigger and Action in Pabbly Connect

In this step, you will define the trigger and action using Pabbly Connect. The trigger is the event that starts the workflow, while the action is what happens as a result. For our case, the trigger will be when a new contact is created in Infusionsoft.

• Select ‘Infusionsoft’ as the trigger application.
• Choose the trigger event ‘New Contact’.
• Click on ‘Connect’ to link your Infusionsoft account.

After establishing the connection, you will need to set up the action. In this case, the action will be to add the same contact to Go High Level. Select ‘Lead Connector Version 2’ as the action application and choose ‘Create or Update a Contact’ as the action event.

3. Connecting Infusionsoft with Pabbly Connect

Now, you need to connect your Infusionsoft account within Pabbly Connect. Click on ‘Add New Connection’ and provide the necessary access to your Infusionsoft account. If you have previously connected, you can opt for the existing connection.

Once connected, click on ‘Save and Send Test Request’. This action will wait for a response from Infusionsoft. To ensure that the contact data is captured correctly, create a custom field in Infusionsoft for additional information, such as gender.

• Create a new custom field named ‘Gender’ with options like ‘Male’ and ‘Female’.
• Add this custom field to your contact form.

With the custom field created, you can now proceed to test the integration by submitting a dummy contact form. This will help verify that the data is being captured correctly in Pabbly Connect.

4. Retrieving Contact Details in Pabbly Connect

After a form submission, you will retrieve the contact details using Pabbly Connect. The response will include a contact ID, which is essential for fetching the complete contact information. Add another step to the workflow to retrieve contact details by selecting ‘Get Contact Details’ from Infusionsoft.

Connect this step using the existing Infusionsoft connection. Instead of manually entering the contact ID, you can map this ID from the previous response. This mapping ensures that each new contact submission retrieves the correct details automatically.

Map the contact ID field to the ID received from the form submission. Verify that the contact details are correctly fetched.

Once the contact details are retrieved, you can proceed to sync this information with Go High Level.

5. Syncing Contacts to Go High Level using Pabbly Connect

The final step involves syncing the retrieved contact details to Go High Level through Pabbly Connect. Select ‘Create or Update a Contact’ as the action event. Ensure that you have connected your Go High Level account correctly.

Map the fields from the retrieved contact details to the corresponding fields in Go High Level. This includes the first name, last name, email, and the custom field for gender. After mapping, click on ‘Save and Send Test Request’ to complete the integration.

Once everything is set up, you can confirm that the contact has been created in Go High Level with all the correct details, including the custom field. This integration ensures that every new contact in Infusionsoft is automatically synced to Go High Level, streamlining your contact management process.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Infusionsoft and Go High Level. By following these steps, you can automate the syncing of contacts, enhancing your workflow efficiency.