Instruction Manual for Auto-Tagging a Lead in GoHighLevel from Gravity Forms Using Zapier and Creating Automations Triggered by Specific Tags

This instruction manual will guide you through the process of auto-tagging a lead in GoHighLevel from Gravity Forms using Zapier and creating automations in GoHighLevel triggered by specific tags. By following these steps, you will be able to organize your leads more efficiently and automate actions based on specific tags.

Requirements:

• A WordPress website with the Gravity Forms plugin installed and an active form
• A GoHighLevel account
• A Zapier account

Steps:

Part 1: Auto-Tagging a Lead in GoHighLevel from Gravity Forms Using Zapier

1. Follow the steps outlined in the previous instruction manual, “Linking Gravity Forms to GoHighLevel using Zapier,” up to Step 11.
2. Add a “Tags” field to your Gravity Forms form if it doesn’t already exist. This will allow users to select or input tags when filling out the form.
3. While setting up the action in Zapier (Step 11 in the previous instruction manual), map the “Tags” field from Gravity Forms to the “Tags” field in GoHighLevel. This will ensure that the tags from Gravity Forms are passed on to GoHighLevel.
4. Complete the remaining steps in the previous instruction manual to activate the Zap.

Part 2: Creating Automations in GoHighLevel Triggered by Specific Tags

1. Log in to your GoHighLevel account.
2. Click on “Marketing” in the left-hand sidebar, and then click on “Campaigns.”
3. Click on the “Add Campaign” button to create a new campaign.
4. Enter a name for your campaign and click “Create.”
5. In the newly created campaign, click on “Add Trigger.”
6. In the “Select Trigger Type” dropdown menu, choose “Tag Applied.” This means that the automation will be triggered when a specific tag is applied to a contact.
7. In the “Tag” field, enter the specific tag you want to use as the trigger for your automation. This should match one of the tags used in your Gravity Forms form.
8. Click “Add” to save the trigger.
9. Now that the trigger is set, you can start adding actions to your automation. Click on “Add Action” in the campaign builder.
10. Choose the desired action from the “Select Action Type” dropdown menu. Some examples of actions include sending an email, sending a text message, or adding the contact to a list.
11. Configure the action settings, such as the email template, text message content, or list name, depending on the action type chosen.
12. Click “Add” to save the action.
13. Repeat steps 9-12 to add any additional actions to your automation.
14. Once you have added all desired actions, click on “Publish” at the top right corner of the campaign builder to make your automation live.

By following this instruction manual, you have successfully set up auto-tagging of leads in GoHighLevel from Gravity Forms using Zapier and created automations in GoHighLevel that are triggered by specific tags. This will allow you to automate actions based on lead tags, improving organization and efficiency within your marketing and sales processes.

Remember to monitor the performance of your automations and make any necessary adjustments to ensure they are running smoothly and effectively. With this integration and automation setup, you can streamline your workflows and focus on more important tasks, ultimately enhancing your overall business process.