Add Lead Details to Monday.com Automatically

Learn how to automatically add lead details to Monday.com using Pabbly Connect. This step-by-step tutorial covers integration with Google Ads and more. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin adding lead details to Monday.com automatically, you need to access Pabbly Connect. If you are an existing user, simply log in to your account. For new users, visit the Pabbly Connect website and sign up for free, which allows you to explore the platform with 100 free leads each month.

Once logged in, navigate to the workflow builder, which is essential for setting up your automation. This interface will allow you to create a connection between Google Ads and Monday.com, enabling automatic lead entry into your Monday.com board.

2. Setting Up the Trigger in Pabbly Connect

In this step, you will establish a trigger within Pabbly Connect that activates when a new lead is generated through Google Ads. Click on the ‘Add Trigger’ button and select Google Ads as your application.

• Choose the event as ‘New Lead Form Entry’
• Click ‘Connect’ to generate a web URL
• Copy the web URL for use in Google Ads

After copying the URL, open your Google Ads account and navigate to the campaign where you want to add the lead form. Paste the web URL in the lead delivery settings to establish the connection between Google Ads and Pabbly Connect.

3. Capturing Lead Details from Google Ads

Once the connection is set up, you need to test it by sending a test lead from Google Ads. This allows Pabbly Connect to capture the lead details such as company name, phone number, email, first name, and last name.

After sending the test data, return to the workflow in Pabbly Connect to ensure that the response has been successfully captured. You will see the details displayed in the workflow, confirming that the integration is working correctly.

4. Adding Lead Details to Monday.com

Now that you have captured the lead details, it’s time to add them to Monday.com. In Pabbly Connect, click on ‘Add New Action Step’ and select Monday.com as your action application.

• Choose the event as ‘Create Item’
• Connect to your Monday.com account using the API token
• Select the board ID and group name where the lead details will be added

After setting up the action, map the details from the previous step to the appropriate fields in Monday.com. This ensures that every new lead will automatically populate the correct information in your Monday.com board.

5. Testing and Activating the Automation

Finally, after configuring the automation, it’s important to test it. Click on ‘Save and Send Test Request’ in Pabbly Connect to verify that the lead details are correctly added to Monday.com. If successful, you will see the new lead entry in your Monday.com board.

Once confirmed, your automation is now active, and you no longer need to manually add leads. This seamless integration allows your sales team to work efficiently with new leads directly from Monday.com.

Conclusion

By following this tutorial, you have learned how to use Pabbly Connect to automate the addition of lead details from Google Ads to Monday.com. This integration streamlines your workflow and saves valuable time for your team. Start using Pabbly Connect today to enhance your business processes!