Integrating Gravity Forms and Go High Level Using Pabbly Connect

Learn how to integrate Gravity Forms and Go High Level using Pabbly Connect for seamless lead management and automation. 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 begin the integration process, access Pabbly Connect by visiting its official website. If you do not have an account, you can easily sign up for free, which grants you 100 tasks monthly. Once logged in, navigate to the dashboard where you can start creating your workflow.

After logging into Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this integration, a suitable name would be ‘Create Go High Level Contact and Opportunity from Gravity Form Submission.’ Select the appropriate folder to save your workflow in Pabbly Connect.

2. Setting Up the Trigger with Gravity Forms

The first step in your workflow is to set up a trigger. In this case, the trigger application is Gravity Forms. Search for and select Gravity Forms as your trigger application in Pabbly Connect. Choose the trigger event as ‘New Response’ which activates whenever a new form submission occurs.

• Select ‘Gravity Forms’ as the trigger application.
• Choose the trigger event ‘New Response’.
• Connect Gravity Forms with Pabbly Connect using the provided webhook URL.

Copy the webhook URL generated by Pabbly Connect and paste it into your Gravity Forms settings. This will allow Gravity Forms to send data to Pabbly Connect when a new submission occurs, ensuring that your lead data is captured seamlessly.

3. Creating a Contact in Go High Level

After setting up the trigger, the next step is to create a new contact in Go High Level. In this section, you will set up an action step in Pabbly Connect using the Lead Connector V2 application. Select ‘Create Contact’ as your action event.

Map the lead details received from Gravity Forms to the required fields in Go High Level. This includes mapping the first name, last name, email, phone number, and city. Use the mapping feature in Pabbly Connect to ensure that the data from the Gravity Forms submission is accurately populated in the Go High Level contact fields.

4. Creating an Opportunity in Go High Level

Once the contact is created, the next action is to create a new opportunity in Go High Level. Again, use Lead Connector V2 as your action application in Pabbly Connect and select ‘Create or Update Opportunity’ as your action event.

• Map the newly created contact ID to the opportunity creation step.
• Provide a name for the opportunity that includes the contact’s name.
• Select the appropriate pipeline and stage for the opportunity.

Fill in all necessary details and finalize the setup by clicking on ‘Save and Send Test’. This will allow you to verify that the opportunity is created successfully in Go High Level with the lead information from Gravity Forms.

5. Testing the Integration

After setting up the workflow, it’s essential to test the integration to ensure everything works as expected. Submit a new form entry through Gravity Forms, providing details such as first name, last name, email, phone number, and city.

Check your Go High Level account to confirm that a new contact and opportunity have been created based on the form submission. This testing phase validates the efficiency of Pabbly Connect in automating your lead management process.

Conclusion

By utilizing Pabbly Connect, you can effortlessly automate the process of creating contacts and opportunities in Go High Level from Gravity Forms submissions. This integration not only saves time but also enhances data consistency and responsiveness to potential leads.