How to Integrate JotForm with GoHighLevel Using Pabbly Connect

Learn how to automate lead management by integrating JotForm with GoHighLevel using Pabbly Connect. Step-by-step guide for seamless automation. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating JotForm with GoHighLevel, you first need to access Pabbly Connect. Simply visit the Pabbly Connect website and sign in to your existing account or create a new one if you’re a first-time user. Pabbly Connect offers 100 free tasks every month for new users, which is a great way to explore its features.

After logging in, you will see the dashboard where you can manage all your integrations. Click on the ‘Access Now’ button under Pabbly Connect to proceed. This will take you to the Pabbly Connect dashboard where you can create your automation workflow.

2. Creating a Workflow in Pabbly Connect

Once you’re on the Pabbly Connect dashboard, the next step is to create a new workflow. Click on the ‘Create Workflow’ button located in the top right corner. A dialog box will appear prompting you to enter the workflow name and select a folder. Name your workflow ‘Create or Update GoHighLevel Contact on JotForm Submission’ and choose a folder to save it.

• Click on the ‘Create’ button to finalize your workflow setup.
• You will see two sections: Trigger and Action.
• Triggers define what starts the automation, while Actions define what happens as a result.

Now, select JotForm as your trigger application. This will allow Pabbly Connect to capture responses from your form submissions. The chosen trigger event should be ‘New Response’ to ensure the workflow captures the lead data correctly.

3. Connecting JotForm to Pabbly Connect

After setting JotForm as the trigger, you need to establish a connection between JotForm and Pabbly Connect. Pabbly Connect will provide you with a unique webhook URL. Copy this URL as it will be used to connect your JotForm.

Next, open your JotForm and navigate to the settings panel. Under the integration section, search for the Webhooks option. Paste the webhook URL from Pabbly Connect into the provided field and complete the integration. You should see a confirmation that the integration is ready.

To test the connection, generate a test lead using your JotForm. Fill in the required fields and submit the form. After submission, return to Pabbly Connect to check if the response has been captured successfully. You should see the details of the test lead displayed in the workflow.

4. Setting Up Action to Create Contacts in GoHighLevel

With the trigger set up and tested successfully, it’s time to configure the action step. Select ‘Lead Connector V2’ as your action application, which corresponds to GoHighLevel. Choose the action event as ‘Create or Update Contact’ to ensure new leads from JotForm are added to your GoHighLevel account.

Click on the ‘Connect’ button to establish a connection with your GoHighLevel account. You may need to authorize Pabbly Connect to access your account. Once connected, you will be prompted to map the fields from your JotForm submission to the contact fields in GoHighLevel.

• Map fields such as First Name, Last Name, Email, and Phone Number from the JotForm response.
• For the description, you can input a note like ‘Lead generated from JotForm submission.’
• After mapping, click on the ‘Save and Send Test Request’ button to finalize the setup.

After saving the test request, you should receive a positive response indicating that the contact has been created in GoHighLevel. You can verify this by checking your GoHighLevel account for the new contact entry.

5. Testing the Integration Between JotForm and GoHighLevel

Now that you have set up the integration, it’s crucial to test it thoroughly. Fill out the JotForm again with new lead details and submit the form. This will trigger Pabbly Connect to capture the new response and create a contact in your GoHighLevel account.

Once you submit the form, head back to your GoHighLevel account and refresh the contacts page. You should see the new contact entry reflecting the details you submitted through JotForm. Check that all fields have been populated correctly, including the description and appointment date.

This successful integration means that you can now automate the process of adding new leads from JotForm into GoHighLevel, saving you time and ensuring no lead is missed. With Pabbly Connect, managing your leads has never been easier!

Conclusion

Integrating JotForm with GoHighLevel using Pabbly Connect streamlines your lead management process. This automation ensures that every lead captured through JotForm is automatically added to your GoHighLevel account, enhancing efficiency and saving time. Start automating your workflows today!