Integrate Go High Level and Keep Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate updates between Go High Level and Keep using Pabbly Connect for seamless CRM integration. Follow our detailed tutorial! 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. Accessing Pabbly Connect for Integration

To start integrating Go High Level and Keep, you need to access Pabbly Connect. Begin by visiting the official Pabbly Connect website and either signing in or signing up for a free account.

Once logged in, navigate to the dashboard where you can create workflows. This is where the integration process begins, allowing you to automate tasks without any coding skills.

2. Setting Up Your Workflow in Pabbly Connect

In this section, you will create a workflow that connects Go High Level with Keep using Pabbly Connect. Click on the ‘Create Workflow’ button to initiate the process.

• Name your workflow, e.g., ‘Update Keep Contact with Tag for Go High Level Appointment’.
• Select the appropriate folder to save your workflow.
• Click on ‘Create’ to proceed.

After creating the workflow, you will see options for setting up the trigger and action. Here, you will select Go High Level as the trigger application and Keep as the action application.

3. Selecting the Trigger and Action Applications

The first step is to choose the trigger application in Pabbly Connect. Select ‘Lead Connector V2’ as your trigger application. This allows you to capture events from Go High Level.

For the trigger event, choose ‘Customer Booked Appointment’. This event will activate the workflow whenever a new appointment is booked in Go High Level.

• Copy the webhook URL provided by Pabbly Connect.
• Follow the instructions to connect this URL with your Go High Level account.

Once the webhook is set up, you can test the connection by scheduling an appointment in Go High Level. This will send a response back to Pabbly Connect, confirming the integration is successful.

4. Setting Up the Action to Update Keep

After successfully setting up the trigger, the next step is to define the action in Pabbly Connect. Select ‘Keep’ as the action application and choose the event ‘Retrieve a Contact via Email’.

Connect your Keep account by allowing Pabbly Connect access. You will then map the email address received from the Go High Level response to retrieve the correct contact.

Use the email mapping feature to dynamically insert email addresses. Test the action to ensure the contact is retrieved successfully.

Once the contact is retrieved, you can proceed to apply a specific tag to the contact based on the appointment details, completing the automation process.

5. Finalizing the Integration and Testing

To complete the integration, add another action in Pabbly Connect to update the contact with a specific tag. Select ‘Apply Tag to Contact’ in Keep as your action event.

Map the previously retrieved contact ID and specify the tag you want to apply, such as ‘PAB Integration’. Save and test this action to ensure it works correctly.

Ensure that the tag is applied successfully to the contact in Keep. Test by booking another appointment in Go High Level and verify the tag is updated in Keep.

With these steps, your workflow is now fully functional and automates the tagging process in Keep whenever an appointment is booked in Go High Level.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Go High Level and Keep, automating the process of updating contacts with specific tags. This integration enhances your CRM efficiency without any coding required.