How to Add Google Ads Leads to CRM and Notify Sales Team on Discord Using Pabbly Connect

Learn how to integrate Google Ads leads into Zoho CRM and notify your sales team on Discord using Pabbly Connect in this detailed tutorial. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Google Ads leads into Zoho CRM and notifying your sales team on Discord, you first need to access Pabbly Connect. Open your browser and type in pabby.com/connect to reach the Pabbly Connect landing page.

Once on the landing page, you will see options to either sign in or sign up. If you are a new user, click on ‘Sign up for free’ to receive free credits. For existing users, click on ‘Sign in’ to access your account. After signing in, navigate to the dashboard and select the ‘Create Workflow’ button to begin your integration process.

2. Creating a New Workflow in Pabbly Connect

When creating a new workflow in Pabbly Connect, you will need to provide a name for your workflow. Enter a descriptive name such as ‘Add Google Ads Leads to CRM and Instantly Notify Sales Team on Discord’ and select a folder for organization. Click the ‘Create’ button to proceed.

• Enter a descriptive name for your workflow.
• Select an appropriate folder.
• Click ‘Create’ to set up your workflow.

After clicking ‘Create’, you will be directed to the workflow window. This window is crucial as it allows you to set up triggers and actions. A trigger is the event that starts the workflow, while actions are the tasks that follow. Click on the ‘Add Trigger’ button to set up your trigger application, which will be Google Ads in this case.

3. Setting Up Google Ads Trigger in Pabbly Connect

To set up the Google Ads trigger in Pabbly Connect, search for Google Ads and select it as your trigger application. For the trigger event, choose ‘New Lead Form Entry’ and click on ‘Connect’. This will generate a webhook URL.

Copy the generated webhook URL and navigate to your Google Ads account. In the lead form settings, paste this URL into the webhook integration section. This will allow Google Ads to communicate with Pabbly Connect whenever a new lead is generated. Click ‘Send Test Data’ to ensure the connection is established correctly.

4. Setting Up Zoho CRM Action in Pabbly Connect

Once the Google Ads trigger is set, the next step is to create a contact in Zoho CRM using Pabbly Connect. Click on ‘Add New Action Step’ and select Zoho CRM as your action application. Choose ‘Create Contact’ as the action event and click on ‘Connect’. If you haven’t previously connected to Zoho CRM, you will need to add a new connection.

• Select ‘Create Contact’ as the action event.
• Input your Zoho CRM domain.
• Grant necessary permissions to Pabbly Connect.

After establishing the connection, you will need to map the lead details from Google Ads to the corresponding fields in Zoho CRM. This dynamic mapping ensures that every new lead’s information is accurately captured in your CRM system.

5. Setting Up Discord Notification in Pabbly Connect

Finally, to notify your sales team on Discord, add another action step in Pabbly Connect and select Discord as your action application. Choose ‘Send Channel Message Markdown’ as the action event and click on ‘Connect’. You will need to create a webhook URL in your Discord server settings to allow Pabbly Connect to send messages.

Once you have created the webhook in Discord, paste the URL into Pabbly Connect. Customize the message template to include lead details such as first name, last name, email, and phone number. After setting up the message, click ‘Save and Send Test Request’ to verify that the message is sent to your Discord channel successfully.

Conclusion

In this tutorial, we explored how to integrate Google Ads leads into Zoho CRM and notify your sales team on Discord using Pabbly Connect. By following these precise steps, you can automate your lead management process efficiently and keep your team informed in real-time.

Utilizing Pabbly Connect for such integrations not only streamlines your workflow but also enhances communication within your team, ensuring no lead goes unnoticed. Start using Pabbly Connect today to optimize your business processes!