Learn how to automate lead logging from Google Ads to Pipedrive CRM using Pabbly Connect. Step-by-step guide with detailed instructions. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Automation
To log leads from Google Ads to Pipedrive CRM automatically, you need to access Pabbly Connect. Start by visiting Pabbly.com/connect. This platform serves as the central hub for your integration needs.
Once on the Pabbly Connect homepage, you have options to sign in or sign up. If you’re new, click on the ‘Sign Up Free’ button to get started with 300 free tasks each month. Existing users can simply sign in to access their dashboard.
2. Creating a Workflow in Pabbly Connect
After signing in, the next step involves creating a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of your dashboard. You’ll be prompted to choose between the new beta version or the classic version of the workflow builder.
- Select the ‘New Beta’ option for a modern experience.
- Name your workflow as ‘Log Leads from Google Ads to Pipedrive CRM Automatically’.
- Choose a folder for your workflow, such as ‘Automations’.
Once you’ve set this up, click the ‘Create’ button to finalize your workflow. This sets the stage for automating lead logging from Google Ads to Pipedrive CRM using Pabbly Connect.
3. Setting Up the Trigger with Google Ads
The next step is to configure the trigger in Pabbly Connect. Click on the ‘Add Trigger’ button and select Google Ads as your trigger application. Choose the event type as ‘New Lead Form Entry’. This will ensure that every time a new lead is generated in Google Ads, it triggers the automation.
After selecting the event, you will receive a webhook URL. This URL is essential for connecting Google Ads to Pabbly Connect. Copy this webhook URL and navigate to your Google Ads account to set up the lead form.
- Create a new lead form in Google Ads.
- Paste the webhook URL in the lead delivery settings under the Webhook integration section.
- Send test data to verify the connection.
Once the test data is sent successfully, you’ll see a confirmation in Pabbly Connect. This indicates that your trigger setup is complete and ready to log leads automatically.
4. Creating a Contact in Pipedrive CRM
With the trigger set, the next step in Pabbly Connect is to create a new contact in Pipedrive CRM. Click on ‘Add Action’ and select Pipedrive as your action application. Choose ‘Create Person’ as the action event.
You’ll need to connect your Pipedrive account by entering your API token, which you can find in your Pipedrive account settings. After entering the token, map the fields from the Google Ads lead form to the Pipedrive contact fields.
Map the first name and last name from the lead details. Include the email address and phone number as well. Set the label (optional) to categorize the lead.
After mapping the required fields, click ‘Save and Send Test Request’ to create the contact in Pipedrive CRM. If successful, you will receive a confirmation response in Pabbly Connect.
5. Creating a Deal in Pipedrive CRM
Finally, the last step is to create a deal for the newly created contact in Pipedrive CRM using Pabbly Connect. Again, click on ‘Add Action’, select Pipedrive, and choose ‘Create Deal’ as the action event.
Since you’ve already connected your Pipedrive account, simply proceed to map the necessary fields for the deal. For example, use the lead’s first name in the deal title and set the status to open.
Map the person ID from the previous step. Set the probability percentage for the deal. Select the currency and other optional fields.
Once you’ve entered all the required details, click ‘Save and Send Request’. This will create a new deal in your Pipedrive account linked to the lead generated from Google Ads.
Conclusion
In this tutorial, we walked through the exact steps to log leads from Google Ads to Pipedrive CRM automatically using Pabbly Connect. From setting up the trigger to creating contacts and deals, Pabbly Connect streamlines the entire process, making it efficient and hassle-free. By automating these tasks, you can focus on nurturing leads and closing deals effectively.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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