Instruction Manual for Linking Gravity Forms to GoHighLevel using Zapier

This instruction manual will guide you through the process of linking Gravity Forms to GoHighLevel using Zapier, a powerful automation tool that connects different applications. By following these steps, you will be able to automatically send form data from Gravity Forms to GoHighLevel, streamlining your workflow and improving efficiency.

Requirements:

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

Steps:

1. Sign in to your Zapier account:
   Visit https://zapier.com/ and sign in using your credentials. If you do not have an account, create one by clicking on “Get started for free.”
2. Create a new Zap:
   Once you’re logged in, click on the “Make a Zap” button at the top right corner of the page.
3. Choose Gravity Forms as the Trigger App:
   In the search bar under “Choose App & Event,” search for “Gravity Forms” and select it. This will set Gravity Forms as the trigger app that initiates the Zap.
4. Select Trigger Event:
   Choose “New Form Submission” as the trigger event and click “Continue.” This means that the Zap will be activated when a new submission is received on your Gravity Forms form.
5. Connect your Gravity Forms account:
   Click on “Sign in to Gravity Forms” and follow the instructions to install and configure the Gravity Forms Zapier Add-On on your WordPress website, if you haven’t done so already. After successful installation and configuration, enter your website URL and API key in the respective fields, then click “Yes, Continue.”
6. Set up the Trigger:
   Select the form you want to use from the “Form” dropdown menu, then click “Continue.” Zapier will now fetch sample data from the selected form to use in the next steps.
7. Test the Trigger:
   Click on “Test Trigger” to ensure that the connection between Zapier and Gravity Forms is working correctly. If the test is successful, you will see a “Test Successful” message. Click “Continue” to proceed.
8. Choose GoHighLevel as the Action App:
   In the search bar under “Choose App & Event,” search for “GoHighLevel” and select it. This will set GoHighLevel as the action app that receives data from Gravity Forms.
9. Select Action Event:
   Choose “Create or Update Contact” as the action event and click “Continue.” This means that the data received from Gravity Forms will be used to create or update a contact in GoHighLevel.
10. Connect your GoHighLevel account:
    Click on “Sign in to GoHighLevel” and enter your GoHighLevel API key. To find your API key, log in to your GoHighLevel account, click on your profile icon at the top right corner, and select “Settings.” In the “API” tab, copy your API key and paste it into the Zapier field. Click “Continue” after entering the API key.
11. Set up the Action:
    Map the Gravity Forms fields to the corresponding GoHighLevel contact fields. For example, map “Email” from Gravity Forms to “Email” in GoHighLevel. Make sure to map all necessary fields, such as Name, Phone, and any other relevant data. Once the mapping is complete, click “Continue.”
12. Test the Action:
    Click on “Test & Continue” to ensure that the connection between Zapier and GoHighLevel is working correctly. If the test is successful, a new contact will be created or updated in GoHighLevel using the sample data.
13. Activate the Zap:
    Finally, click on the “Turn on Zap” button to activate the Zap. Your Gravity Forms form data will now be automatically sent to GoHighLevel whenever a new submission is received.

By following this instruction manual, you have successfully linked Gravity Forms to GoHighLevel using Zapier. Now, every time a new submission is received on your Gravity Forms form, the contact information will be automatically sent to GoHighLevel, either creating a new contact or updating an existing one.

Remember to monitor the performance of your Zap periodically and make any necessary adjustments to ensure that the data transfer between Gravity Forms and GoHighLevel is accurate and efficient. If you encounter any issues or need to modify the Zap, you can do so by accessing it from your Zapier dashboard.

By automating the transfer of data between Gravity Forms and GoHighLevel, you can save time and resources, allowing you to focus on more important tasks and optimize your workflow. With this integration in place, you are well-equipped to manage your contacts and enhance your overall business process.

Should you need further assistance or have questions about using Gravity Forms, GoHighLevel, or Zapier, don’t hesitate to consult the respective platforms’ help centers or reach out to their support teams