Integrating Cognito Forms with Go High Level Using Pabbly Connect

Learn how to automate lead creation in Go High Level from Cognito Forms submissions using Pabbly Connect. Step-by-step guide for seamless integration. Streamline your workflow, save valuable time, and eliminate repetitive tasks through powerful automation capabilities.

Watch Step By Step Video Tutorial Below

Creating a Workflow to Integrate Cognito Forms and Go High Level

To create a workflow that integrates Pabbly Connect, Cognito Forms, and Go High Level, first, log into your Pabbly account. Once logged in, navigate to the Pabbly Connect dashboard, where you can see all your workflows.

Click on the ‘Create Workflow’ button. You will be prompted to name your workflow; let’s name it ‘Create Lead and Go High Level CRM from Cognito Form Submission.’ After naming, select the folder where you want to save this workflow.

Setting Up the Trigger for Cognito Forms

Next, we will set up the trigger application. In this case, the trigger application is Cognito Forms. Choose ‘Cognito Forms’ as your trigger application and select ‘New Entry’ as the trigger event. This event will initiate the workflow whenever a new form submission occurs.

To connect Cognito Forms with Pabbly, you will need to provide the webhook URL generated by Pabbly. This URL acts as a bridge to connect your Pabbly account with Cognito Forms. Follow these steps to set it up:

• Copy the webhook URL from Pabbly Connect.
• Go to your Cognito Forms account and open the form you want to use.
• Scroll down to the ‘Publish’ section and select ‘Post JSON Data to a Website’.
• Paste the Pabbly webhook URL into the provided field.

Once done, make sure to save the changes in your Cognito Forms. This will ensure that the form submissions are sent to Pabbly Connect.

Testing the Trigger to Capture Form Submission

Now, it’s time to test the trigger to ensure that it captures the form submission correctly. Go back to your Cognito Forms and publish the form. Fill in some dummy data in the form fields and submit the form. using Pabbly Connect

Return to Pabbly Connect and check if the response from Cognito Forms has been captured successfully. You should see the details of the form submission, including the name, email, and phone number. If the details appear correctly, your trigger setup is successful.

Setting Up the Action to Create Leads in Go High Level

After successfully capturing the form submission, the next step is to set up the action application. In this case, we will use Go High Level as the action application. Select ‘Go High Level’ and choose the action event ‘Create Contact’.

Now, connect your Go High Level account with Pabbly Connect. You will need to authorize Pabbly to access your Go High Level account. Once authorized, you can start mapping the fields from Cognito Forms to Go High Level. Map the first name, last name, email, and phone number accordingly.

• Select ‘First Name’ from Cognito Forms and map it to the ‘First Name’ field in Go High Level.
• Map the ‘Last Name’ to the corresponding field.
• Continue mapping the email and phone number.

Once all fields are mapped, click on the ‘Save’ button to complete the action setup. This will ensure that every new form submission in Cognito Forms creates a new lead in your Go High Level CRM.

Conclusion

By following these steps, you can easily automate lead creation in Go High Level from Cognito Forms submissions using Pabbly Connect. This integration streamlines your workflow and enhances productivity.