How to Notify Team on Slack for New GoHighLevel Leads Using Pabbly Connect

Learn how to set up notifications for new GoHighLevel leads on Slack using Pabbly Connect in this step-by-step tutorial. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To notify your team on Slack for new GoHighLevel leads, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you are new to Pabbly, you can sign up for a free account, which offers 100 free tasks each month.

Once logged in, you will see the Pabbly Apps window. Click on the Pabbly Connect option to access the dashboard. Here, you can create workflows that automate the process of sending notifications to Slack whenever a new lead is generated in your GoHighLevel account.

2. Creating a Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, click on the ‘Create Workflow’ button located in the top right corner of your dashboard. You will be prompted to name your workflow. Enter a descriptive name such as ‘Notify Team on Slack for New GoHighLevel Leads’ and select the appropriate folder for organization.

• Enter the workflow name.
• Choose a folder to save the workflow.
• Click on ‘Create’ to finalize the workflow creation.

After creating the workflow, you will see two sections: Trigger and Action. The Trigger will be set to GoHighLevel, while the Action will be set to Slack. This structure is essential for the automation process.

3. Setting Up the Trigger in Pabbly Connect

In this step, you will configure the Trigger application in Pabbly Connect. Click on the dropdown arrow in the Trigger section and select GoHighLevel as your trigger application. The specific trigger event you want to choose is ‘Contact Created’. This means that every time a new lead is created in GoHighLevel, it will trigger the workflow.

After selecting the trigger event, Pabbly Connect will provide you with a Webhook URL. Copy this URL as you will need it to connect GoHighLevel with Pabbly Connect. Now, head over to your GoHighLevel account to set up the connection.

4. Connecting GoHighLevel to Pabbly Connect

In your GoHighLevel account, navigate to the Automation section and create a new workflow. Select ‘Start from Scratch’ and add a new trigger. Choose ‘Contact Created’ as the trigger type. After saving the trigger, click on the plus button to add an action.

• Select ‘Webhook’ as the action type.
• Paste the Webhook URL from Pabbly Connect.
• Save and publish the workflow.

Once you have connected GoHighLevel with Pabbly Connect, the system will be ready to capture new lead information whenever a new contact is created.

5. Setting Up the Action in Pabbly Connect

Next, you will set up the Action application in Pabbly Connect. Click on the Action dropdown and select Slack as your action application. Choose the action event ‘Send Channel Message’ to send notifications to your Slack channel whenever a new lead is generated.

After selecting Slack, connect your Slack account by adding a new connection. Choose the token type as ‘Bot’ and allow the necessary permissions. Once connected, select the Slack channel where you want the notifications to be sent, such as ‘New GoHighLevel Leads’. You can customize the message to include details like the lead’s name, phone number, email, and timezone.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to set up notifications for new GoHighLevel leads on Slack. By following the steps outlined, you can ensure your team stays informed about new leads in real-time, enhancing your workflow efficiency.