Integrating Wix Forms with GoHighLevel CRM Using Pabbly Connect

Learn how to automate lead management by integrating Wix Forms with GoHighLevel CRM using Pabbly Connect. Follow our step-by-step tutorial for seamless automation. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin integrating Wix Forms with GoHighLevel CRM, you first need to access Pabbly Connect. This platform allows you to automate workflows without any coding skills. Start by visiting the Pabbly Connect homepage and signing in or signing up for free to create your account.

Once logged in, you will be directed to the dashboard. Here, you can create new workflows and manage existing ones. To create a new workflow, click on the ‘Create Workflow’ button, and provide a relevant name, such as ‘Create GoHighLevel Opportunity on Wix Form Submission’. Select the appropriate folder to save your workflow.

2. Setting Up the Trigger with Wix Forms

In this step, you will configure the trigger in Pabbly Connect to capture new form submissions from Wix. Select Wix Forms as your trigger application and choose the ‘New Form Submission’ event. This event will initiate the workflow whenever a form is submitted.

• Select the Wix form that will trigger the automation.
• Ensure the frequency is set to trigger every time a form is submitted.
• Copy the webhook URL provided by Pabbly Connect.

Next, navigate to your Wix Forms account, go to the ‘Automations’ section, and create a new automation. Paste the webhook URL in the designated field to link Wix Forms with Pabbly Connect. Activate this automation to start capturing form submissions.

3. Testing the Connection Between Wix Forms and Pabbly Connect

After setting up the trigger, it’s crucial to test the connection between Wix Forms and Pabbly Connect. Submit a test form to ensure that the data is correctly captured. Enter dummy data for the first name, last name, email, and phone number, and submit the form.

Once the form is submitted, return to Pabbly Connect and check for the webhook response. You should see all the details of the submitted form, confirming that the connection is working successfully. This step verifies that whenever a new form is submitted, the response will be captured in Pabbly Connect.

4. Creating an Opportunity in GoHighLevel CRM

The next step involves adding the submitted lead as an opportunity in GoHighLevel CRM using Pabbly Connect. For this, select the ‘Lead Connector V2’ as your action application and choose the ‘Create a Contact’ action event. This will allow you to create a new contact in the CRM whenever a form is submitted.

• Map the data fields from the previous step (first name, last name, email).
• Ensure you save and send the test request to confirm the contact creation.
• Check GoHighLevel CRM to verify that the contact has been successfully added.

Once the contact is created, you can proceed to add the same lead as an opportunity. Again, select ‘Lead Connector V2’ and choose the ‘Create Opportunity’ action event. Map the necessary fields, including the pipeline and stage ID, to ensure the opportunity is created in the correct context.

5. Finalizing the Integration and Workflow

To finalize the integration, ensure that all mappings are correct and that you have set the status of the opportunity as open. Click on ‘Save and send test request’ to confirm that the opportunity is created successfully in GoHighLevel CRM. You should receive a response indicating the opportunity ID, confirming the process.

To further validate the workflow, submit another test form through Wix. Check both your GoHighLevel CRM contacts and opportunities sections to ensure the new lead is added correctly. This confirms that your entire automation workflow using Pabbly Connect is functioning as intended.

Conclusion

This tutorial demonstrates how to use Pabbly Connect to automate the process of creating opportunities in GoHighLevel CRM from Wix form submissions. By following these steps, you can streamline your lead management process effectively.