This guide will walk you through the simple steps to connect your GoHighLevel (GHL) forms with Funnelytics by using the Automation feature built in withing GHL. By doing this, you'll be able to see form submission events in your Funnelytics dashboard, giving you a clearer picture of your customer's journey.
NOTE: GHL Integration
If you have connected your GHL account with our Integration please still proceed in completing this setup.
As of now Go High Level still does not send events to connected apps when forms are filled, making impossible to support this event natively in our integration.
NOTE: Funnelytics ID
The customer journey connection of these events will be higher if you pass the Funnelytics ID to an hidden field on your form as explained in our guides
Before You Begin: Get Your Funnelytics Credentials
To connect the two platforms, you'll need two special keys from your Funnelytics account. It's best to have these ready before you start.
Log in to your Funnelytics account and select the workspace you want data to be sent to via the dropdown selector on the left.
Navigate to your Workspace Settings and find the Integrations tab.
Locate the Webhook Credentials card.
Copy your APP ID (this will be your X-PROJECT-ID)
Copy your APP Key (this will be your X-API-KEY). Keep both of them handy for the steps below.
Setting Up the Workflow in GoHighLevel
Now let's head over to GoHighLevel to create the automation that will send your form data to Funnelytics.
Step 1: Create a New Workflow
First, log in to the GoHighLevel Location where your form is located.
From the main menu on the left, navigate to the Automation tab.
Click the Create workflow button.
Click Start from scratch.
Step 2: Set "Form Submitted" as the Trigger
Every workflow needs a trigger to start it. In this case, the trigger is someone filling out your form.
Click on Add new trigger.
Select Form Submitted from the list of options (it might help to type "form" in the search box).
Click Save Trigger
NOTE: Form Filters
In this implementation we are going to track any form submission happens. If you want to restrict the number of forms that will trigger this workflow just user filters like Form is
Step 3: Add the Webhook Action
This is what will send the data to your Funnelytics workspace
Click the plus icon (+) below your new trigger to add an action .
Under the "Send Data" section, select Webhook (it might help to type "web" in the search box).
A settings box will appear. You need to fill in the following details exactly:
Method: Set this to POST.
URL: Paste the following URL:
https://events.funnelytics.io/api/v1/gohighlevel/webhook/submitHeaders: Click + Add Header. You will need to add two separate headers:
First Header:
Key:
X-API-KEYValue: Paste the APP Key you copied from Funnelytics.
Second Header:
Key:
X-PROJECT-IDValue: Paste the APP ID you copied from Funnelytics.
Step 4: Save and Publish!
Your webhook is now configured! All that's left to do is:
Click Save Action.
Rename the workflow.
Make sure you Save the entire workflow in the top-right corner.
Finally, switch the workflow from Draft to Publish mode.
That's it! Now, every time a user submits the form you selected, GoHighLevel will automatically send a notification to Funnelytics, and you'll see the event appear in your Monitor Tab and Canvas
If you have any questions or need further clarification, remember to reach out to our support team anytime via the chat widget or by emailing us at [email protected]