Automatically Create New Tasks in HubSpot CRM from New Google Ads Leads Using Pabbly Connect

Learn how to automatically create new tasks in HubSpot CRM from new Google Ads leads using Pabbly Connect. Step-by-step tutorial included. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect to Start Integration

To automatically create new tasks in HubSpot CRM from new Google Ads leads, you need to access Pabbly Connect. Begin by navigating to the Pabbly website and signing in or registering for a free account. Once logged in, you will be directed to the Pabbly Connect dashboard, where you can create and manage your workflows.

After accessing the dashboard, you will see options to create a new workflow. This is where you will set up the integration between Google Ads and HubSpot CRM. The ability to connect these applications seamlessly is facilitated by Pabbly Connect, which serves as the central platform for automation.

2. Create a New Workflow in Pabbly Connect

To create a new workflow, click on the ‘Create Workflow’ button located at the top right corner of the dashboard. You will be prompted to name your workflow. For this integration, name it something descriptive, such as ‘Automatically Create New Task in HubSpot from Google Ads Leads’. This name reflects the purpose of the workflow and makes it easily identifiable.

• Select the ‘Classic’ workflow builder for a stable setup.
• Choose a folder to save your workflow; you can create a new folder if needed.
• Click on the ‘Select’ button to proceed with the workflow creation.

Once you have named your workflow and selected the appropriate folder, Pabbly Connect will guide you through the subsequent steps to integrate Google Ads with HubSpot CRM.

3. Set Up Trigger for Google Ads Leads

The next step is to set up the trigger for your workflow, which will initiate the automation whenever a new lead is generated through Google Ads. In this step, select Google Ads as your trigger application and choose the event as ‘New Lead Form Entry’. This configuration tells Pabbly Connect to monitor your Google Ads for any new leads.

After selecting the trigger event, you will be provided with a webhook URL. Copy this URL as you will need it to connect Google Ads with Pabbly Connect. Make sure your Google Ads account is open, and proceed to set up the lead form to capture the necessary details.

4. Connect HubSpot CRM to Create Tasks

Now that you have set up the trigger, it’s time to connect HubSpot CRM. Select HubSpot as your action application and choose the action event as ‘Create Task’. This step is crucial as it defines what action Pabbly Connect will perform once a new lead is captured from Google Ads.

• Authorize your HubSpot account by selecting it from the list of connected accounts.
• Map the necessary fields from the Google Ads lead to the HubSpot task fields.
• Fill in the task subject, body, and any other required details.

Once you have mapped all the necessary fields, click on the ‘Save and Send Test Request’ button. This will allow you to verify if the integration was successful and if the task was created in HubSpot CRM as intended.

5. Verify the Integration and Task Creation

After completing the setup, it’s essential to verify that the integration works correctly. Refresh your HubSpot CRM dashboard and check for the newly created task. The task should contain details from the Google Ads lead, including the first name, last name, email, and any other relevant information that was captured.

If everything is set up correctly, you will see the task reflecting the lead information as intended. This process illustrates how Pabbly Connect effectively automates the task creation process, ensuring that no leads slip through the cracks. By using Pabbly Connect, you can streamline your workflow and enhance productivity.

Conclusion

In this tutorial, we demonstrated how to automatically create new tasks in HubSpot CRM from new Google Ads leads using Pabbly Connect. By following the outlined steps, you can ensure that every lead is tracked efficiently, improving your lead management process.