Learn how to integrate Optin Monster with Go High Level using Pabbly Connect in this detailed step-by-step tutorial. 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 begin the integration process using Pabbly Connect, you need to access the platform. Start by navigating to the Pabbly Connect landing page. Here, you will find options to sign in or sign up for free. If you’re new, select the sign-up option to receive 100 free tasks each month.
Once signed in, you will see the dashboard displaying various Pabbly applications. Click on the option labeled ‘Access Now’ under Pabbly Connect to proceed. This will direct you to the workflow creation interface, the core of our integration process.
2. Creating a New Workflow in Pabbly Connect
In this section, we will create a workflow that connects Optin Monster to Go High Level using Pabbly Connect. Click on the ‘Create Workflow’ button to initiate. You will be prompted to name your workflow and select a folder for organization.
- Name your workflow as ‘Create Go High Level Contact for Optin Monster Lead’
- Choose the folder ‘Automations’
After naming your workflow, click ‘Create’. You will now see the workflow window where you can set up triggers and actions. This is where Pabbly Connect truly shines, enabling seamless integration between applications.
3. Setting Up Trigger from Optin Monster
The next step involves setting up the trigger for our workflow in Pabbly Connect. Search for and select ‘Optin Monster’ as your trigger application. For the trigger event, choose ‘New Lead’. This event will initiate the workflow whenever a new lead is captured.
Upon selecting the trigger, Pabbly Connect will provide you with a webhook URL. Copy this URL as it will be necessary for connecting Optin Monster with your workflow. Now, open your Optin Monster account and navigate to the form you wish to integrate.
- Go to the Integrations tab in your Optin Monster form.
- Select ‘Add New Webhook’ and paste the copied URL.
After adding the webhook, click on ‘Connect to Webhook’. This action establishes the connection between Optin Monster and Pabbly Connect, allowing leads to trigger the workflow.
4. Configuring Action to Create Contacts in Go High Level
Now that the trigger is set up, we will configure the action that will take place in Go High Level using Pabbly Connect. Search for ‘Lead Connector V2’ as your action application. For the action event, select ‘Create Contact’. This step ensures that a new contact is created in your Go High Level account whenever a new lead is captured.
When prompted, choose to add a new connection or select an existing connection. If this is your first time, opt for ‘Add New Connection’ and follow the instructions to link your Go High Level account with Pabbly Connect.
Map the details such as first name, last name, and email from the previous trigger step. Ensure that these fields are dynamic to reflect new leads accurately.
After mapping the necessary fields, click on ‘Save and Send Test Request’. This action will create a contact in Go High Level, confirming that the integration works effectively through Pabbly Connect.
5. Testing the Integration Workflow
To finalize the integration, it’s crucial to test the workflow set up with Pabbly Connect. Go back to your Optin Monster form and conduct a test submission. Fill in the form with sample data and click on ‘Subscribe’. This action will trigger the workflow.
After submitting the form, check your Go High Level account to verify that the new contact has been created. Refresh the contacts page to see if the details match those submitted in the form.
Confirm that the name, email, and phone number appear correctly. Repeat the test with different data to ensure consistency.
This testing phase is vital to ensure that Pabbly Connect successfully automates the process of creating contacts in Go High Level based on leads from Optin Monster.
Conclusion
In this tutorial, we explored how to integrate Optin Monster with Go High Level using Pabbly Connect. By following the steps outlined, you can automate the process of creating contacts for new leads efficiently. This integration enhances your lead management and streamlines your workflow.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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