From Ads to Sheets: How Clinics Capture Patient Leads Automatically

Learn how to automatically capture patient leads into Google Sheets using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Patient Lead Capture

To start capturing patient leads automatically, you first need to access Pabbly Connect. If you’re a new user, visit Pabbly.com/connect and sign up for free. This allows you to explore the functionalities of Pabbly Connect, including capturing up to 100 lead details monthly without any cost.

Once logged in, navigate to the workflow builder in Pabbly Connect. This is where you will create your automation. The workflow consists of triggers and actions, which are essential for setting up the integration between Google Ads and Google Sheets.

2. Creating a Trigger with Google Ads in Pabbly Connect

In this step, you will set up the trigger in Pabbly Connect to capture new leads from Google Ads. Click on the ‘Add Trigger’ button and search for Google Ads. Select it and choose the event as ‘New Lead Form Entry’. After this, click on ‘Connect’ to establish the connection.

Upon connecting, you will receive a webhook URL. Copy this URL and navigate to your Google Ads campaign. Under the lead form settings, paste the webhook URL into the lead delivery section. Make sure to enter the key and click on ‘Send Test Data’. This action will send a test lead to Pabbly Connect.

• Open Google Ads and navigate to your lead form.
• Paste the webhook URL into the lead delivery section.
• Click on ‘Send Test Data’ to verify the connection.

After sending the test data, Pabbly Connect will capture the response, including the lead’s name, email, and phone number. This confirms that your trigger is working correctly.

3. Adding Leads to Google Sheets via Pabbly Connect

Next, you will set up the action in Pabbly Connect to add the captured leads into Google Sheets. Click on ‘Add New Action Step’ and search for Google Sheets. Select it and choose the action event as ‘Add New Row’. Then click on ‘Connect’ to link your Google Sheets account.

If you have an existing connection, you can select it. If not, create a new connection by signing in with your Google account. Allow all necessary permissions for Pabbly Connect to access your Google Sheets data safely.

• Select your spreadsheet named ‘New Lead Details’.
• Choose the sheet where you want to add the details.
• Map the fields from the captured lead data to the corresponding columns in your sheet.

Mapping ensures that the data is dynamic and updates automatically with each new lead. After mapping the data, click on ‘Save and Send Test Request’ to confirm that the details are added correctly to your Google Sheets.

4. Verifying the Integration in Pabbly Connect

After setting up the action step, it’s essential to verify that the integration works seamlessly. Go back to your Google Sheets and check if the test lead details have been added. You should see the name, email, and phone number populated in the respective columns.

This verification step ensures that every time a new lead comes from Google Ads, Pabbly Connect will automatically add the details to your Google Sheets without any manual input. This automation saves time and reduces errors.

To see live data, you can wait for real leads to come in or continue using the test lead details for further testing. This method ensures that you can confidently rely on Pabbly Connect for your clinic’s lead management.

5. Conclusion: Automate Your Patient Lead Capture with Pabbly Connect

In conclusion, using Pabbly Connect to automate the capture of patient leads from Google Ads into Google Sheets is a straightforward process. By following the steps outlined above, you can set up a reliable system that saves you time and ensures accuracy.

With the ability to map lead details dynamically, Pabbly Connect allows for seamless data management. Start using this powerful integration to enhance your clinic’s operations today!