Integrate Google Sheets with GoHighLevel Using Pabbly Connect

Learn how to automate contact creation in GoHighLevel from Google Sheets using Pabbly Connect step-by-step. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate Google Sheets with GoHighLevel, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you are new, you can sign up for a free account to get started.

Once logged in, you will see the dashboard. Click on the ‘Create Workflow’ button in the top right corner. This will allow you to set up a new automation process that connects Google Sheets to GoHighLevel.

2. Creating a New Workflow in Pabbly Connect

In this section, we will create a workflow named ‘Create GoHighLevel Contacts from Google Sheets’. This name reflects the purpose of the automation. After naming your workflow, select a folder to save it in. using Pabbly Connect

• Click on the ‘Create’ button to finalize the workflow.
• You will see the Trigger and Action sections for setting up the automation.

In the Trigger section, select ‘Google Sheets’ as the application and choose the event ‘New or Updated Spreadsheet Row’. This setup captures new client details added to your Google Sheets automatically.

3. Connecting Google Sheets to Pabbly Connect

Now, you need to connect Google Sheets to Pabbly Connect. After selecting Google Sheets as the trigger application, copy the provided webhook URL. This URL is essential for linking your Google Sheets to Pabbly Connect.

Open your Google Sheets document, go to the Extensions menu, and select ‘Pabbly Connect Webhooks’. If you haven’t installed it yet, search for it in the Add-ons section and install it. Once installed, refresh your Google Sheets page to see the Pabbly Connect options.

• Click on ‘Initial Setup’ from the Pabbly Connect Webhooks menu.
• Paste the webhook URL and set the trigger column to the final data column (e.g., Column G).

After completing the setup, click on the submit button to confirm your configurations. This establishes a connection between your Google Sheets and Pabbly Connect.

4. Setting Up the Action to Create Contacts in GoHighLevel

With the trigger set up, the next step is to define the action. For the action application, select ‘Lead Connector V2’, which corresponds to GoHighLevel. Choose the action event ‘Create or Update a Contact’ to automate the contact creation process. using Pabbly Connect

Click on the connect button to establish a connection with GoHighLevel. A window will prompt you to select an existing connection or create a new one. After authorizing, you will need to map the required fields from Google Sheets to GoHighLevel.

Map fields like first name, last name, email, and phone number from the previous step. Ensure to set the source to ‘Google Sheets Entry’ for tracking purposes.

After mapping all required fields, click on the ‘Save and Send Test Request’ button. This action tests the integration and creates a new contact in your GoHighLevel account.

5. Verifying the Integration in GoHighLevel

To confirm that the integration works correctly, go back to your GoHighLevel account and refresh the contacts page. You should see the new contact created from the details entered in Google Sheets. This verification process ensures that the automation between Google Sheets and Pabbly Connect is functioning as intended.

If successful, you can repeat the process by adding more client details in Google Sheets. Each new entry should automatically create a corresponding contact in GoHighLevel without any manual input.

This automation saves time and reduces errors, allowing you to focus on building relationships with your clients instead of managing data entry.

Conclusion

Using Pabbly Connect, you can seamlessly integrate Google Sheets with GoHighLevel, automating contact creation with each new entry. This process enhances efficiency and minimizes errors in client management.