Learn how to integrate Stripe with GoHighLevel using Pabbly Connect to automate sub-account creation and streamline your client onboarding process. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.
Watch Step By Step Video Tutorial Below
Accessing Pabbly Connect for Integration
To begin integrating Stripe with GoHighLevel, you first need to access Pabbly Connect. This platform serves as the central hub for your automation tasks. Open your browser and search for Pabbly Connect. If you don’t have an account, click on the ‘Sign Up for Free’ button to create one. This process takes just a couple of minutes and gives you access to 100 free tasks monthly.
Once logged in, navigate to the dashboard. Here, you will find various applications available for integration. Click on the ‘Create Workflow’ button. This action will lead you to a new workflow window where you can start setting up your integration. Remember, Pabbly Connect is essential for linking Stripe to GoHighLevel seamlessly.
Setting Up the Trigger in Pabbly Connect
Now that you have accessed Pabbly Connect, the next step is to set up the trigger. In your new workflow, search for Stripe as your trigger application. Select it, then choose the trigger event as ‘Checkout Completed’. This event will initiate the workflow whenever a new payment is processed through Stripe.
After selecting the trigger event, you will need to connect Stripe to Pabbly Connect. For this, copy the webhook URL provided in Pabbly Connect and head over to your Stripe dashboard. Navigate to the Developers section, then to Webhooks. Click on ‘Add Endpoint’ and paste the copied URL. Finally, select the event ‘Checkout Session Completed’ to ensure that Stripe sends payment data to Pabbly Connect.
Creating a GoHighLevel Sub-Account
With the trigger set up, the next task is to create a GoHighLevel sub-account using Pabbly Connect. First, you need to add a filter by Pabbly to ensure that only relevant payments trigger the creation of a sub-account. Set the filter condition to check if the payment link corresponds to your GoHighLevel sub-accounts.
- Select the payment link from the Stripe response.
- Set the filter type to ‘Equals’.
- Paste your unique payment link for the GoHighLevel sub-account.
Once the filter is applied, proceed to add an action step. Choose ‘Lead Connector V2’ as your action application and select ‘Create Location Sub Account’ as the action event. This allows you to map the necessary details from the Stripe payment response, such as the client’s name, email, and address, to create the new sub-account in GoHighLevel.
Setting Up User Access for the Sub-Account
After successfully creating the sub-account, the next step is to grant access to your client. For this, you will again use Pabbly Connect. Add another action step and select ‘Lead Connector V2’ once more. This time, choose ‘Create User’ as the action event. This action will allow you to create a new user who can access the sub-account you just created.
Fill in the required fields such as first name, last name, email, and password. You can map these details from the Stripe payment response to ensure that the user information is accurate. For the company ID, use the ID from the response of the previous sub-account creation step. Once all details are filled in, click on ‘Save and Send Test Request’ to finalize the user creation.
Conclusion
In this tutorial, you learned how to integrate Stripe with GoHighLevel using Pabbly Connect. By automating the creation of sub-accounts and user access, you can streamline your client onboarding process significantly. This integration not only saves time but also enhances client satisfaction by providing immediate access to services.
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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