Integrate Go High Level Appointments with Google Sheets Using Pabbly Connect

Learn how to automate the integration of Go High Level appointments into Google Sheets using Pabbly Connect. Step-by-step guide included. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Go High Level with Google Sheets, first, access Pabbly Connect. You can do this by visiting the Pabbly Connect website and signing in. If you’re a new user, click on the ‘Sign Up Free’ button to create your account. This process is quick and grants you access to 100 free tasks every month.

Once logged in, navigate to the dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. You’ll be prompted to name your workflow, so enter a descriptive title like ‘Add Go High Level Appointment Details to Google Sheets’ and select the appropriate folder for organization.

2. Setting Up Trigger and Action in Pabbly Connect

In this step, you will set up the trigger and action using Pabbly Connect. The trigger will be set to ‘Customer Booked Appointment’ from Go High Level, while the action will be to add a new row in Google Sheets. Start by selecting the trigger application as ‘Lead Connector V2’ and choose the trigger event.

• Select ‘Customer Booked Appointment’ as the trigger event.
• Copy the provided Webhook URL.
• Set up the webhook in your Go High Level account.

After copying the Webhook URL, go to your Go High Level account. Navigate to Automations, and create a new workflow. Set the trigger to ‘Customer Booked Appointment’ and save it. Next, add an action by selecting ‘Webhooks’ and paste the Webhook URL you copied earlier. Ensure the method is set to POST and save the action.

3. Testing the Webhook Integration

Now that you have set up the integration in Pabbly Connect, it’s time to test the webhook. Go back to your Go High Level account and book a test appointment. Fill in the necessary details such as name, email, and appointment time. This will trigger the webhook you set up earlier.

Once the appointment is scheduled, return to Pabbly Connect to check if the data has been received. You should see a response with all the details of the booked appointment. This confirms that the trigger is working correctly.

• Check for the full name, email, and appointment status in the response.
• Ensure the appointment date and time are accurately captured.

Confirming the data reception is crucial before moving to the next steps. This ensures that your integration is functioning as intended.

4. Adding Appointment Details to Google Sheets

The next step in this integration process with Pabbly Connect is to add the appointment details to Google Sheets. For this, select Google Sheets as the action application and choose the action event ‘Add New Row.’ You will need to connect your Google Sheets account to Pabbly Connect by signing in with your Google account.

After successfully connecting, select the spreadsheet where you want to add the appointment details. Map the fields from the previous response to the corresponding columns in your Google Sheets. This includes mapping the full name, email, phone number, and appointment date and time.

Ensure all data fields are accurately mapped. Click on ‘Save and Send Test Request’ to verify the data is sent to Google Sheets.

Once you receive a positive response, check your Google Sheets to confirm that a new row has been added with the appointment details. This indicates that the integration is complete and functioning correctly.

5. Conclusion

In this tutorial, we successfully integrated Go High Level appointments into Google Sheets using Pabbly Connect. By setting up triggers and actions, we automated the process of recording appointment details. This integration streamlines your workflow and ensures that all customer appointments are logged efficiently.

Using Pabbly Connect, you can easily connect various applications and automate tasks, enhancing productivity and organization. Follow these steps to implement your own integration and enjoy the benefits of automation.