How to Manage Health Coaching Leads Using CRM

Learn how to manage health coaching leads using Pabbly Connect. Step-by-step guide to integrate Google Ads with Salesforce CRM for seamless lead management. 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 Lead Management

To manage health coaching leads using Pabbly Connect, start by accessing the platform. Open your browser and navigate to Pabbly.com/connect. This will lead you to the Pabbly Connect homepage where you can sign in or create a new account.

If you are a new user, click on the ‘Sign Up Free’ button to create an account and receive 100 free tasks every month. Existing users should simply click ‘Sign In’. This is the first step in setting up your automation for managing leads from Google Ads.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, you will see the dashboard. To create a new workflow, click on the ‘Create Workflow’ button. You will then have to select the workflow builder, where you can opt for either the Beta or Classic version. In this tutorial, we will use the Beta version for its modern and flexible features.

• Click on ‘Create Workflow’.
• Name your workflow as ‘Manage Health Coaching Leads Using CRM’.
• Select the appropriate folder for your workflow.

After naming your workflow and selecting a folder, click on the ‘Create’ button to finalize the setup of your new workflow.

3. Setting Up the Trigger for Google Ads

In this section, we will set up the trigger that initiates the workflow whenever a new lead is captured through Google Ads. Select ‘Google Ads’ as your trigger app in Pabbly Connect. For the app event, choose ‘New Lead Form Entry’.

After selecting the app event, click on ‘Connect’ and you will be provided with a webhook URL. Copy this URL as it will be used to connect Google Ads with Pabbly Connect. Log into your Google Ads account to set up the webhook.

• Navigate to your Google Ads account and select the lead form.
• Paste the webhook URL in the lead delivery section under webhook integration.
• Click on ‘Send Test Data’ to ensure the connection is working.

Once the test data is sent, you will receive a successful response in Pabbly Connect, confirming that the trigger is set up correctly.

4. Setting Up the Action in Salesforce

With the trigger successfully set, the next step is to configure the action that will take place in Salesforce when a new lead is captured. Select ‘Salesforce’ as your action application in Pabbly Connect. Choose ‘Create Contact’ as the app event.

Click on ‘Connect’ and select ‘Add a New Connection’. Grant access to Pabbly Connect for your Salesforce account. After successfully connecting, you will need to map the fields from the Google Ads trigger to the Salesforce contact fields.

Map the first name, last name, email, and phone number from the Google Ads lead. Leave any non-required fields blank. Click ‘Save and Send’ to create the new contact in Salesforce.

Upon saving, you will receive a confirmation response indicating that the contact has been successfully created in your Salesforce account.

5. Conclusion: Managing Health Coaching Leads with Pabbly Connect

In conclusion, using Pabbly Connect to manage health coaching leads is efficient and straightforward. By integrating Google Ads with Salesforce, you automate the process of adding new leads to your CRM, allowing for better management and follow-up.

This tutorial outlined the steps to access Pabbly Connect, create a workflow, set up triggers, and configure actions. By following these steps, you can streamline your lead management process and focus on growing your health coaching business.