Add E-commerce Leads to CRM Automatically

Learn how to automate adding e-commerce leads to your CRM with Pabbly Connect. Follow our step-by-step guide to streamline your lead management process. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for E-commerce Leads

To start automating the process of adding e-commerce leads to your CRM, you need to access Pabbly Connect. If you are a new user, visit pabbl.com/connect to sign up for a free trial. This allows you to handle up to 100 leads per month without any cost.

Once you have logged into Pabbly Connect, you will see the option to create a blank workflow. This is essential for setting up the automation process. You will be guided through the steps to connect your e-commerce platform with your CRM seamlessly.

2. Triggering the Integration with Google Ads

The next step involves setting up the trigger for your workflow in Pabbly Connect. Click on the ‘Add Trigger’ button and search for Google Ads. Select it and choose the event labeled ‘New Lead Form Entry’. This event will initiate the workflow whenever a new lead is captured.

• Select Google Ads as the trigger application.
• Choose the ‘New Lead Form Entry’ event.
• Click on ‘Connect’ to establish the connection.

After connecting, you will receive a webhook URL. Copy this URL and head over to your Google Ads account to configure the lead form. This connection is crucial as it ensures that all new leads are captured and sent to Pabbly Connect.

3. Configuring Google Ads for Lead Capture

In Google Ads, select the campaign where you want to add the lead form. Create a new lead form and paste the copied webhook URL in the lead delivery settings. This step is vital for linking Google Ads to Pabbly Connect, allowing it to receive lead data automatically.

Once you have configured the form, send a test lead to ensure the connection is established correctly. This will allow Pabbly Connect to capture the test lead details, which will be used to set up the automation.

4. Adding Zoho CRM as an Action Step

After successfully capturing the lead details in Pabbly Connect, the next step is to set up the action that will occur when a new lead is received. Click on ‘Add New Action Step’ and search for Zoho CRM. Select it and choose the event ‘Create Contact’.

• Select Zoho CRM as the action application.
• Choose ‘Create Contact’ as the action event.
• Connect your Zoho CRM account to Pabbly Connect.

Provide the required domain from your Zoho CRM account during the connection process. This ensures that Pabbly Connect can access your CRM to create new contacts automatically.

5. Finalizing the Automation Process

Once the connection with Zoho CRM is established, you will need to map the lead details from Google Ads to the appropriate fields in Zoho CRM. This process is known as mapping, and it allows Pabbly Connect to dynamically insert the correct data into your CRM.

After mapping the fields, click on ‘Save and Send Test Request’ to confirm that the integration is working correctly. If successful, you will see the new contact created in your Zoho CRM account. This automation means that every time a new lead is generated from Google Ads, it will be added to your CRM without any manual effort.

Conclusion

By using Pabbly Connect, you can effortlessly automate the process of adding e-commerce leads to your CRM. This not only saves time but also ensures that all leads are captured accurately. Start your free trial today and streamline your lead management process!