Learn how to create or update GoHighLevel contacts automatically on Gravity Forms submission using Pabbly Connect. This detailed tutorial covers every step. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To start the integration process, you need to access Pabbly Connect. This platform allows you to create automated workflows between different applications, including Gravity Forms and GoHighLevel. Begin by visiting the Pabbly Connect website and signing in or signing up for a free account.
Once logged in, you will see all the Pabbly applications available. Click on Pabbly Connect to access your dashboard. Here, you will create a new workflow that connects Gravity Forms submissions to GoHighLevel contacts.
2. Creating a New Workflow in Pabbly Connect
After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button and name your workflow something descriptive, such as ‘Update GoHighLevel Contact on Gravity Forms Submission’. Select the folder where you want to save this workflow.
- Click on the ‘Create’ button to proceed.
- This will open the workflow window where you can set up triggers and actions.
In this window, you will set a trigger application. Select ‘Gravity Forms’ as your trigger and choose ‘New Response’ as the trigger event. This sets up your workflow to activate whenever there is a new form submission.
3. Setting Up Gravity Forms with Pabbly Connect
To connect Gravity Forms to Pabbly Connect, you will need to copy the webhook URL provided in your workflow. This URL is essential for sending data from Gravity Forms to Pabbly Connect. Navigate to your Gravity Forms account and locate the specific form you want to automate.
- Go to the form settings and find the ‘Webhooks’ tab.
- Click on ‘Add New’ to create a new webhook.
Paste the copied webhook URL into the request URL field, set the request method to ‘POST’, and choose ‘JSON’ as the request format. Save these settings to finalize the connection between Gravity Forms and Pabbly Connect.
4. Testing the Integration with a Form Submission
Now that you have set up the webhook, it’s time to test the integration. You need to submit a test entry through your Gravity Forms. Fill in the form fields like first name, last name, and email, and then submit the form.
Once you submit the form, Pabbly Connect will capture the response. You can check the workflow to see if the response has been received. This confirms that your Gravity Forms submission is now successfully sending data to Pabbly Connect.
5. Creating or Updating GoHighLevel Contact
After successfully capturing the form submission, the next step is to create or update a contact in GoHighLevel. In your Pabbly Connect workflow, select ‘Go HighLevel’ as the action application and choose ‘Create or Update Contact’ as the action event.
You will need to connect your GoHighLevel account to Pabbly Connect. If you have not done this yet, click on ‘Add New Connection’ and follow the prompts to authorize your GoHighLevel account. Once connected, you can map the fields from the Gravity Forms submission to the corresponding fields in GoHighLevel.
Map the first name, last name, email, and any other relevant details. After mapping, click on ‘Save and Send Test Request’ to verify that the contact has been created or updated in GoHighLevel. You should see a confirmation response indicating success.
Conclusion
This tutorial detailed how to seamlessly integrate Gravity Forms with GoHighLevel using Pabbly Connect. By following these steps, you can automate the creation or updating of contacts based on form submissions, enhancing your lead management process.
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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