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

Learn how to integrate GoHighLevel with Slack using Pabbly Connect to notify your team about new leads. Step-by-step tutorial included. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To notify your team on Slack for new GoHighLevel leads, we will use Pabbly Connect. Start by visiting the Pabbly Connect website and signing into your account. If you’re new, you can sign up for free and get 100 free tasks monthly.

Once logged in, you will see the Pabbly dashboard. Click on the ‘Access Now’ button for Pabbly Connect to begin creating your workflow.

2. Creating a Workflow in Pabbly Connect

In this step, we will create a workflow that integrates GoHighLevel and Slack using Pabbly Connect. Click on the ‘Create Workflow’ button located in the top right corner. A dialog box will appear prompting you to name your workflow.

• Name the workflow as ‘Notify Team on Slack for New GoHighLevel Leads’.
• Select a folder to save your workflow, such as ‘GoHighLevel Automations’.
• Click on ‘Create’ to finalize the setup.

Your new workflow will now be displayed, showing two main sections: Trigger and Action. The Trigger is set to GoHighLevel, while the Action will be Slack, both facilitated through Pabbly Connect.

3. Setting Up the Trigger with GoHighLevel

To set up the trigger in Pabbly Connect, click on the dropdown arrow under the Trigger section. Select GoHighLevel as your trigger application and choose ‘Lead Connector V2’ to connect with GoHighLevel.

Next, select the trigger event as ‘Contact Created’. This ensures that every time a new lead is generated, Pabbly Connect will capture this event. After this, a webhook URL will be generated, which you will need to copy for the next steps.

4. Connecting GoHighLevel to Pabbly Connect

Now, you need to connect your GoHighLevel account to Pabbly Connect. Open your GoHighLevel account and navigate to the Automation section. Click on ‘Create Workflow’ and select ‘Start from Scratch’.

• Add a new trigger and select ‘Contact Created’ as your workflow trigger.
• Save the trigger and add an action using the webhook method.
• Paste the copied webhook URL from Pabbly Connect.

After saving your action, publish your workflow. This will allow Pabbly Connect to listen for new leads generated in GoHighLevel.

5. Setting Up the Action in Slack

In the action section of Pabbly Connect, select Slack as your action application and choose ‘Send Channel Message’ as your action event. This will enable you to send notifications to your Slack channel whenever a new lead is created.

You will need to connect your Slack account by clicking on ‘Add New Connection’. Choose ‘Bot’ as your token type and allow the necessary permissions. After successfully connecting, select the channel where you want the notifications to appear.

Finally, compose your message using dynamic data from the previous steps. For example, include lead details such as name, phone number, email, and time zone. Save the action and send a test request to ensure everything is functioning correctly.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to notify your team on Slack for new GoHighLevel leads. By following the steps outlined, you can automate notifications seamlessly and keep your team informed in real-time.