Learn how to automate the creation of Go High Level contacts from Google Sheets using Pabbly Connect. Step-by-step guide with precise instructions. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.
Watch Step By Step Video Tutorial Below
Accessing Pabbly Connect for Integration
To integrate Google Sheets with Go High Level, start by accessing Pabbly Connect. This platform allows you to automate workflows seamlessly. If you’re a new user, you can sign up for free and receive 100 tasks every month.
Log into your Pabbly Connect account. Once logged in, you will see the dashboard where all applications are displayed. Click on the ‘Access Now’ button for Pabbly Connect to begin setting up your workflow.
Creating a Workflow in Pabbly Connect
After accessing Pabbly Connect, you need to create a workflow. Click on the ‘Create Workflow’ button located at the top right corner. You will be prompted to name your workflow; enter ‘Create Go High Level Contacts from Google Sheets’.
Next, select a folder from your existing folders to save this workflow. Choose the folder named ‘Go High Level Automation’ and click the ‘Create’ button. This action initializes the workflow setup.
Setting Up Trigger in Pabbly Connect
The next step involves setting up the trigger in Pabbly Connect. Select ‘Google Sheets’ as your trigger application. For the trigger event, choose ‘New or Updated Spreadsheet Row’. This ensures that every time a new entry is made in your Google Sheets, Pabbly Connect captures the data.
After selecting the trigger, you will receive a webhook URL. Copy this URL, as it will be used to connect Google Sheets to Pabbly Connect. Open your Google Sheets, go to the ‘Extensions’ menu, select ‘Add-ons’, and click on ‘Get Add-ons’. Search for ‘Pabbly Connect Webhooks’ and install it if you haven’t already.
- After installation, refresh your Google Sheets.
- Navigate back to ‘Extensions’, find ‘Pabbly Connect Webhooks’, and select ‘Initial Setup’.
- Paste the copied webhook URL and set the trigger column to column G, where final data will be added.
Click the ‘Submit’ button to complete the initial setup. This successfully connects Google Sheets to Pabbly Connect.
Setting Up Action in Pabbly Connect
Now that the trigger is set up, it’s time to configure the action in Pabbly Connect. Select ‘Lead Connector V2’ (Go High Level) as your action application. For the action event, choose ‘Create or Update a Contact’. This allows you to create a new contact in your Go High Level account based on the spreadsheet entry.
Click on the ‘Connect’ button to establish a connection. Choose ‘Add Connection’ and authorize Pabbly Connect to access your Go High Level account. You will need to select the sub-account where the contacts will be created.
- Map the data fields from Google Sheets to Go High Level, ensuring all necessary information is included.
- Provide details like first name, last name, email, phone number, and company name.
- Once all fields are mapped, click on ‘Save and Send Test Request’ to verify the connection.
After the test request is successful, verify the new contact in your Go High Level account to ensure the integration works as intended.
Testing the Integration
To confirm that your integration between Google Sheets and Go High Level using Pabbly Connect is working correctly, add a new client’s details to your Google Sheets. For example, enter the first name, last name, email, and other relevant information.
After entering the new client details, check your workflow in Pabbly Connect. It should show that it is waiting for a webhook response. Once the details are captured, you will see the response in your workflow, confirming that the integration is functioning properly.
Lastly, refresh your Go High Level account to see if the new contact has been added successfully. This process will demonstrate how efficiently Pabbly Connect automates the workflow between Google Sheets and Go High Level.
Conclusion
In this tutorial, we demonstrated how to use Pabbly Connect to automate the creation of Go High Level contacts from Google Sheets. By following these steps, you can save time and minimize errors in your client management process. Automating this workflow enhances efficiency and allows you to focus on building stronger client relationships.
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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