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How to connect HighLevel and Youform
Create a New Scenario to Connect HighLevel and Youform
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a HighLevel, triggered by another scenario, or executed manually (for testing purposes). In most cases, HighLevel or Youform will be your first step. To do this, click "Choose an app," find HighLevel or Youform, and select the appropriate trigger to start the scenario.
Add the HighLevel Node
Select the HighLevel node from the app selection panel on the right.
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Configure the HighLevel
Click on the HighLevel node to configure it. You can modify the HighLevel URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Youform Node
Next, click the plus (+) icon on the HighLevel node, select Youform from the list of available apps, and choose the action you need from the list of nodes within Youform.
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Authenticate Youform
Now, click the Youform node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Youform settings. Authentication allows you to use Youform through Latenode.
Configure the HighLevel and Youform Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the HighLevel and Youform Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Youform
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Trigger on Webhook
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Save and Activate the Scenario
After configuring HighLevel, Youform, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the HighLevel and Youform integration works as expected. Depending on your setup, data should flow between HighLevel and Youform (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect HighLevel and Youform
Youform + HighLevel + Google Sheets: When a new form is submitted in Youform, a contact is created or updated in HighLevel, and the submission data is recorded in a Google Sheet.
Youform + HighLevel + Calendly: Upon submission of a Youform, a contact is created or updated in HighLevel, and a Calendly scheduling link is sent, encouraging immediate appointment booking.
HighLevel and Youform integration alternatives
About HighLevel
Use HighLevel with Latenode to automate marketing and sales tasks. Sync leads, trigger follow-ups, and manage campaigns within visual workflows. Connect HighLevel to other apps, enrich data with AI, and scale operations without complex coding. Latenode offers flexible automation at a predictable cost.
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About Youform
Use Youform in Latenode to capture data and kick off automated processes. Create forms, then automatically trigger workflows to process submissions, update databases, and send notifications. Extend Youform with JavaScript code inside Latenode for custom validation and complex logic. Scale form-driven automation without vendor lock-in.
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FAQ HighLevel and Youform
How can I connect my HighLevel account to Youform using Latenode?
To connect your HighLevel account to Youform on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select HighLevel and click on "Connect".
- Authenticate your HighLevel and Youform accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically add Youform submissions to HighLevel?
Yes, you can! Latenode enables seamless data transfer, ensuring new Youform entries instantly create or update contacts in HighLevel. Enjoy effortless lead management and nurture campaigns.
What types of tasks can I perform by integrating HighLevel with Youform?
Integrating HighLevel with Youform allows you to perform various tasks, including:
- Create HighLevel contacts from new Youform submissions automatically.
- Update HighLevel custom fields using data from Youform responses.
- Trigger HighLevel campaigns when a specific Youform is submitted.
- Send automated SMS messages via HighLevel based on Youform answers.
- Add opportunities in HighLevel upon Youform submission with lead score.
Can I filter Youform submissions before they reach HighLevel?
Yes! Latenode lets you add custom logic to filter submissions. Send only qualified leads based on form responses. Refine your targeting effectively.
Are there any limitations to the HighLevel and Youform integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex form logic might require custom JavaScript for full compatibility.
- Large data transfers may be subject to rate limits imposed by HighLevel or Youform.
- Real-time updates depend on the webhook availability and reliability.
