Integrate Zoho CRM with Go High Level Using Pabbly Connect

Learn how to integrate Zoho CRM with Go High Level using Pabbly Connect in this step-by-step tutorial. Streamline your lead management process effortlessly! Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Zoho CRM with Go High Level, we will use Pabbly Connect. First, access the Pabbly Connect dashboard by visiting the Pabbly website and signing in to your account. If you are a new user, sign up for free to access various features, including 100 free tasks each month.

Upon logging in, you will see all Pabbly applications. Click on ‘Access Now’ under Pabbly Connect to enter the workflow creation area. Here, you can create automated workflows that connect Go High Level and Zoho CRM seamlessly.

2. Creating a Workflow in Pabbly Connect

Now that you are in Pabbly Connect, click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Create Zoho CRM Record for Go High Level Form Submission,’ and choose the appropriate folder for saving it. This is essential for organizing your workflows effectively.

• Click on ‘Create’ to open the workflow window.
• Select ‘Go High Level’ as your trigger application.
• Choose ‘Form Submitted’ as the trigger event.

With these steps, you have set up the trigger for your workflow. The next step is to copy the webhook URL provided by Pabbly Connect, which will be used to connect Go High Level with Pabbly Connect.

3. Configuring Go High Level with Pabbly Connect

To configure Go High Level, log into your Go High Level account. Navigate to the ‘Automation’ section from the left sidebar, and create a new workflow from scratch. Name this workflow something identifiable, like ‘Zoho CRM Integration’.

Set up the trigger by selecting ‘Form Submitted’ and giving it a name. Save the trigger. Then, click on the plus button to add an action. Search for and select ‘Webhook’ as your action application. Paste the webhook URL you copied from Pabbly Connect into the action settings.

• Select ‘POST’ as the method for the webhook.
• Save the action to complete the setup.

Once saved, publish the workflow. This step ensures that your Go High Level account is now connected to Pabbly Connect and is ready to receive submissions.

4. Testing the Integration with Pabbly Connect

After publishing the workflow, you need to perform a test submission to ensure everything is working correctly. Go back to your Go High Level account and find the form you want to test. Fill out the form with sample data and submit it.

Once you submit the form, check back in Pabbly Connect. You should see that the webhook has captured the response from the form submission. This indicates that the connection between Go High Level and Pabbly Connect is functioning as expected.

Verify that the data captured includes first name, last name, email, and phone number. Ensure the webhook response indicates successful data capture.

With the test submission successful, you can now move on to the action step of creating a record in Zoho CRM.

5. Creating a Record in Zoho CRM via Pabbly Connect

For the final step, go back to your workflow in Pabbly Connect and select ‘Zoho CRM’ as the action application. Choose ‘Insert/Update Record’ as the action event. Connect your Zoho CRM account by entering the required domain and authorizing Pabbly Connect to access your account.

Map the fields from the webhook response to the corresponding fields in Zoho CRM. For example, map the first name, last name, email, and phone number fields. This mapping ensures that every new lead captured through Go High Level is automatically created as a record in Zoho CRM.

Select the module as ‘Leads’ for creating records. Set up duplicate checks using the email field.

Once everything is set up, save and send a test request to confirm that a new record is created in Zoho CRM. Check your Zoho CRM account to see if the new lead appears, confirming that the integration is complete and functional.

Conclusion

This tutorial demonstrates how to effectively use Pabbly Connect to integrate Zoho CRM with Go High Level. By following these steps, you can automate lead management and ensure that all submissions are promptly recorded in your CRM system for efficient follow-up.