Automate Follow-Up Tasks in Monday.com with Google Lead Ads Using Pabbly Connect

Learn how to automatically create follow-up tasks in Monday.com for Google Lead Ads leads using Pabbly Connect. Step-by-step integration guide included! Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating follow-up tasks in Monday.com for Google Lead Ads leads, you first need to access Pabbly Connect. Begin by visiting the Pabbly website and signing into your account. If you don’t have an account, you can sign up for free and get 100 tasks monthly.

After signing in, you will see the Pabbly apps page. Click on Pabbly Connect to access the dashboard where you can create and manage your workflows. This platform is crucial as it facilitates the integration between Google Ads and Monday.com, enabling seamless automation of task creation.

2. Creating a Workflow in Pabbly Connect

Once in Pabbly Connect, click on the ‘Create Workflow’ button. Name your workflow, such as ‘Create Follow-Up Task Automatically in Monday.com from Google Ads Leads’. This name helps you identify the workflow easily in the future.

• Select the new beta workflow builder for a modern experience.
• Choose a folder to organize your workflow, like ‘All Automations’.

After creating the workflow, you will need to set up a trigger application. For this integration, select Google Ads as the trigger application and choose the trigger event as ‘New Lead Form Entry’. This step is essential as it initiates the automation whenever a new lead is captured.

3. Connecting Google Ads to Pabbly Connect

To connect Google Ads with Pabbly Connect, a webhook URL will be provided. This URL acts as a bridge between the two platforms. Copy the URL and navigate to your Google Ads account to set up the lead form.

• Create a test lead form with fields for first name, last name, email, phone, and company name.
• In the lead delivery section, add the webhook URL from Pabbly Connect.

After adding the webhook URL, send a test data request from Google Ads to ensure that the connection is successfully established. Once the test data is sent, you should see the lead details appear in your Pabbly Connect workflow, confirming that the integration is working correctly.

4. Setting Up Monday.com in Pabbly Connect

Now that Google Ads is connected, the next step involves setting up Monday.com as the action application in your workflow. In Pabbly Connect, add a new action step and search for Monday.com. Select the action event as ‘Create Item’.

To connect to Monday.com, you will need an API token. Navigate to your Monday.com account, go to your profile, and find the API token. Copy this token and paste it into Pabbly Connect to establish the connection.

Select the board where you want to create the item, such as ‘Google Ads Leads’. Map the fields from the Google Ads lead data to the corresponding fields in Monday.com.

After mapping the fields, such as the lead’s first name, last name, and email address, click on ‘Save and Send Test Request’. This action will create the item in Monday.com, confirming that the integration is functioning as expected.

5. Conclusion: Automate Your Workflow with Pabbly Connect

In summary, using Pabbly Connect to automate the creation of follow-up tasks in Monday.com for Google Lead Ads leads is a straightforward process. With just a few steps, you can connect these platforms and ensure that every new lead is promptly followed up.

This automation not only saves time but also enhances your efficiency in managing leads. By leveraging Pabbly Connect, you can focus more on engaging with your leads rather than on manual data entry. Start automating your workflows today!