Prerequisites

• Make sure you have an active account with Go High Level.
• Jotform Online Form latest plugin must be installed and activated.
• Go High Level Extension for JotForm – Pro plugin must be installed and activated.
• Note: The form must have an email or phone field mapped to the corresponding GHL field to send leads on GHL CRM.

User Guide:

Step-1: To connect your JotForm account with your WordPress site, first add the JotForm API key in the "Connect with JotForm" tab of the plugin. You can find your JotForm API key at the following URL: https://www.jotform.com/myaccount/api.

Step-2: Go to the "Connect With GHL" tab. Connect your GHL business account location by clicking the Connect Your Location button and selecting your business account from the dropdown list. To connect multiple business accounts, repeat this process for each account. 

Form Specific Settings:

Note: To send JotForm data to GHL after a form submission, you need to set the webhook URL in the specific form whose data you want to send to GHL.

Here I guide you on how to do that:

Step-a: Go to the JotForm dashboard > Select the specific form > Edit Form > Integrations > Search for 'Webhooks'.



Step-b: Add the Webhook URL (e.g., https://your-site-name/wp-json/jotform/v1/webhook) and click Complete Integration


With the above setup, your form is ready to send data to GHL after submission. However, before that, you need to map the form fields with the GHL fields.

Step-1: To do this, go to the Form Specific tab and select the specific form whose field values you want to send to the GHL CRM:



Step-2:  Map the GHL defined fields with the corresponding form fields.

Note: To retrieve the form field values, go to the JotForm dashboard and select the same form you mapped on the plugin page. Navigate to the Form Build section in JotForm, select the fields, and then go to Advanced > Field Details.

For example, insert the field values in the following format: q{input_id}_uniquename:otherparts (if any).

1) For Name Form Fields:
 
2) For Email Form Fields:

3) For Phone Number Form Fields:

 

Step-3: If you want to connect this specific form to a different GHL subaccount, click the Select GHL Subaccount dropdown and choose the subaccount where you want to send the leads. Then, save the settings. This ensures that the form's leads are sent to the selected GHL subaccount. If no subaccount is selected, the form will remain connected to the globally connected GHL subaccount (if any), and the leads will be sent there.

Note: If you want to connect to a different location, click the Disconnect From GHL button. This will disconnect the current connection, allowing you to connect to another location.



Step-4:  If you want to create your own custom fields and send its value to GHL Subaccount, you can do so. First, go to your GHL Business Account. Then, navigate to the Custom Fields section, where you can create your own custom fields. These will then appear in the GHL Custom Fields dropdown section in the form customization tab. 

- For Single Line Input Fields

Step-i: Create a Single Line field inside GHL CRM Custom Fields settings option. 

Step - ii: Map with Single Line GHL Custom Fields with any JotForm Fields as per your need.

- For MultiLine Input Fields

Step-i: Create a Multi Line field inside GHL CRM Custom Fields settings option. 

Step - ii: Now create any Multiline Text Fields inside JotForm.(i.e. Here I use Long Text Field in JotForm).

Step - iii: Map with Multiline GHL Custom Fields with Long Text JotForm Fields.

- For Checkbox Input Fields

 Step - i: Create a checkbox field inside GHL CRM Custom Fields settings option. 

 

Step - ii: Next, create the same checkbox fields in your JotForm with the same checkbox value.
in JotForm Checkbox Fields name is Multiple Choice.

Step - iii: Map with Checkbox GHL Custom Fields with Checkbox JotForm Fields .

- For Radio Input Fields

 Step - i: Create a Radio field inside GHL CRM Custom Fields settings option. 

Step - ii: Next, create the same Radio fields in your JotForm with the same checkbox value.
in JotForm Radio Fields name is Single Choice.

Step - iii: Map with Radio GHL Custom Fields with Radio JotForm Fields.

- For Dropdown Input Fields

 Step - i: Create a Dropdown field inside the GHL CRM Custom Fields settings option. 

Step - ii: Next, create the same Dropdown fields in your JotForm with the same Dropdown value.

Step - iii: Map with Dropdown GHL Custom Fields with Dropdown  JotForm Fields.

- For Single File Upload Input Fields

 Step - i: Create a Single File Upload fields inside GHL CRM Custom Fields settings option. 

Step - ii: Next, create the same Single File Upload fields in your JotForm.

Note: Here to successfully send the file upload value into GHL please use the Unique Name value fileUpload inside the JotForm Fields settings.

Step - iii: Map with File Upload GHL Custom Fields with File Upload JotForm Fields.

 

Step-5: To send an opportunity custom field values at form submission, you need to follow some basic steps:

Step - i: To create opportunity custom fields in the GHL CRM, go to your GHL business account, navigate to the "Custom Fields" section, create the fields, and they will appear in the "GHL Opportunity Custom Fields" dropdown in the form customization tab of our plugin.

Step - ii: Create a pipeline and assign stages in that pipeline.(i.e. Here the Pipeline name is "Test" and add the stages "Open Test" and "Close Test")

Step - iii: Now navigate to the form-specific settings section of our plugin. You will see a checkbox for opportunity custom fields. When you click on it, you will be able to send opportunity custom field values to GHL. Select the desired field and map it to the corresponding GHL form field.


Note: You can also map other Opportunity custom fields, similar to the custom field mapping process I showed in the previous steps

Step 6: To send form-specific tags, enter the tags separated by commas.


Step 7:  Finally, save the form settings. With these simple steps, you can easily set up the form-specific settings.

Global Settings:

Step-a: One can also set the Global Location and Global Tags from the Global Settings tab. To do this, select the connected location from the dropdown menu and specify global tags. These global tags will be used when no form-specific tags are available.
Note, if you want to send global tags with form-specific tags , click the checkbox and save the settings.
 

Step-8: If you want to mark certain email keywords as spam, enter those keywords separated by commas and click the checkbox.

Step-9: If you encounter any difficulties configuring the settings, you can visit the Help section or refer to the documentation.


Step-10: If you encounter any issues with contact creation or connecting to GHL, you can easily troubleshoot them. First, navigate to the Log tab. If there are any errors in the form, the error message will be displayed on the screen.



Here are the screenshots of the leads that were submitted:
Form:



CRM Leads:



Custom Fields:

Tags:



Opportunity Custom Fields: