How to Update Monday.com Item When Note is Added to GoHighLevel Contact Using Pabbly Connect

Learn how to automate updates in Monday.com when notes are added to GoHighLevel contacts using Pabbly Connect. Follow this step-by-step guide for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Integration

In this tutorial, we will explore how to use Pabbly Connect to automate the process of updating Monday.com items when a note is added to a GoHighLevel contact. This integration ensures that your team has real-time access to important customer notes without manual updates.

First, log in to your Pabbly Connect account or create a free account in just a few minutes. Once logged in, navigate to the dashboard where you can create a new workflow for this automation.

2. Creating the Workflow in Pabbly Connect

To start the integration, click on the blue button labeled ‘Create Workflow’ in Pabbly Connect. Name your workflow something descriptive, such as ‘Update Monday.com Item When Note is Added to GoHighLevel Contact’. Select the folder where you want to save this workflow.

Next, you will set up the trigger and action for your workflow. The trigger will be when a note is added in GoHighLevel CRM. Since GoHighLevel is not directly listed, you will use the Lead Connector option. Follow these steps:

• Select ‘Lead Connector’ as the application.
• Choose the trigger event ‘When Note is Added’.
• Copy the provided webhook URL for later use.

After setting this up, you are ready to create the corresponding workflow in GoHighLevel.

3. Setting Up GoHighLevel Automation

In GoHighLevel, navigate to the Automation section and create a new workflow. Start from scratch and add a new workflow trigger for when a note is added. Save this trigger and add your first action, which will be a webhook.

Search for the webhook action and paste the URL you copied from Pabbly Connect. Ensure the method is set to POST and save the action. This setup allows GoHighLevel to send note data to Pabbly Connect whenever a note is added.

Don’t forget to publish your workflow in GoHighLevel. This step is crucial as it activates the automation, allowing it to respond to new notes immediately. Now, let’s add a note in GoHighLevel to test the integration.

4. Testing the Integration with GoHighLevel

Now that your workflows are set up, navigate to the GoHighLevel contact you want to update. Add a note with relevant information, such as a discount offered to a customer. Once the note is saved, Pabbly Connect will capture this data through the webhook.

You should see a response in Pabbly Connect indicating that the note has been successfully captured. This data includes the customer’s details and the note content. This confirms that the connection between GoHighLevel and Pabbly Connect is functioning properly.

Next, we will set up the action in Pabbly Connect to update the corresponding item in Monday.com with this note information.

5. Updating the Monday.com Item

To update the item in Monday.com, you will search for the item using the email column value. In Pabbly Connect, select Monday.com as the application and choose the action event ‘Search Item by Column Value’. Connect your Monday.com account using the API token found in your Monday.com admin settings.

Once connected, select the board where your items are located. Map the email address from the previous step to search for the item. If the item exists, the integration will proceed to update it. If not, you can set up a filter to stop the workflow.

Finally, choose the action to update the item in Monday.com by selecting the appropriate board and mapping the note content to the additional notes column. This ensures that every time a note is added in GoHighLevel, the corresponding item in Monday.com is updated automatically through Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of updating items in Monday.com when a note is added to GoHighLevel contacts. This integration streamlines your workflow and keeps your team informed without manual intervention. By following these steps, you can enhance productivity and ensure seamless communication between your CRM and task management tools.