Notify Your Sales Team About New Leads Instantly

Learn how to instantly notify your sales team about new leads using Pabbly Connect, Google Ads, Microsoft Teams, and more in this detailed tutorial. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To notify your sales team about new leads instantly, you must first access Pabbly Connect. Open a new tab in your browser and navigate to pabbl.com/connect. This is where you can create your automation workflows.

If you are a new user, click on the ‘Sign up for free’ option in the top right corner. This allows you to explore Pabbly Connect with up to 100 tasks free every month. Once signed up, you’ll have the opportunity to set up your lead notification automation.

2. Creating Your Workflow in Pabbly Connect

Once you’re logged into Pabbly Connect, you will be directed to the workflow builder. This is where you can set up triggers and actions for your automation. Click on the ‘Add Trigger’ button to begin.

• Select Google Ads as your trigger application.
• Choose ‘New Lead Form Entry’ as the event.
• Click on ‘Connect’ to generate a webhook URL.

Copy the generated webhook URL, which you will use to connect Google Ads with Pabbly Connect. This step is crucial for receiving lead data automatically.

3. Setting Up Google Ads for Lead Capture

Now, go to your Google Ads account to set up the lead form. In your campaign, click on ‘See more’ and then select ‘Lead forms’. Here, you can add a new lead form.

When creating your lead form, ensure you select essential questions like name, email, and phone number. This is important to keep the form simple and increase the likelihood of completion. After setting up the lead form, paste the webhook URL from Pabbly Connect into the lead delivery section to link the two platforms.

4. Integrating Microsoft Teams with Pabbly Connect

After setting up Google Ads, return to your Pabbly Connect workflow. Click on ‘Add New Action Step’ and search for Microsoft Teams. Select it and choose the ‘Send Message in a Channel’ event.

• Connect your Microsoft Teams account to Pabbly Connect.
• Select the team and channel where the message will be sent.
• Map the lead details dynamically into the message.

Once you’ve mapped the lead details, click on ‘Save and Send Test Request’. This will send a test message to your selected Microsoft Teams channel, confirming that the integration works correctly.

5. Conclusion: Automating Lead Notifications with Pabbly Connect

By following these steps, you can successfully automate notifications for new leads to your sales team using Pabbly Connect. This integration streamlines the process, ensuring your team is alerted instantly when a new lead is captured from Google Ads.

Utilizing Pabbly Connect for this automation not only saves time but also enhances responsiveness, helping your sales team maximize conversions. Start using Pabbly Connect today and take advantage of the free trial to explore its capabilities further.