Auto Add Student Leads to CRM for Trading Classes

Learn how to automate adding student leads to your CRM for trading classes using Pabbly Connect. Step-by-step guide on integration with Google Ads and Zoho CRM.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Student Leads

To automate the addition of student leads to your CRM for trading classes, start by accessing Pabbly Connect. If you are a new user, visit Pabbly.com/connect and sign up for free to explore its features, including 100 free tasks each month.

After signing up, log in to your Pabbly Connect account and access the workflow builder. This is where you will create the automation to streamline adding student leads from Google Ads to your CRM.

2. Creating the Trigger with Google Ads

The first step in your automation is to create a trigger in Pabbly Connect. Click on the ‘Add Trigger’ button and select Google Ads as your application. Choose the event as ‘New Lead Form Entry’ to track incoming leads from your Google Ads campaigns.

Once selected, click ‘Connect’ and copy the webhook URL provided. This URL will be used in your Google Ads setup to send lead data to Pabbly Connect. In your Google Ads account, navigate to the lead form settings and paste this URL under the lead delivery section.

• Select the lead form you are using for student leads.
• Paste the copied webhook URL from Pabbly Connect.
• Enter a test key and send test data to verify the connection.

After sending the test data, return to Pabbly Connect to capture the response, which will include the lead’s phone number, email, and name. You can either wait for real-time leads or proceed with the test data for the next steps.

3. Adding Action Step to Zoho CRM

Now that you have set up the trigger, the next step is to add an action to create a new contact in Zoho CRM using Pabbly Connect. Click on ‘Add New Action Step’ and search for Zoho CRM. Select it and choose ‘Create Contact’ as the event.

To connect Zoho CRM with Pabbly Connect, you may need to create a new connection. Enter your Zoho CRM domain, which can be found in the URL of your Zoho account, and click ‘Save’. Accept any permissions requested by Pabbly Connect to ensure a smooth data transfer.

• Use the domain from your Zoho CRM URL.
• Accept the permissions to allow data access.
• Map the fields from the lead data to the corresponding fields in Zoho CRM.

Mapping is crucial as it allows the data from Google Ads to be dynamically inserted into Zoho CRM. Once you have mapped the required fields, click ‘Save and Send Test Request’ to verify the integration.

4. Verifying the Integration in Zoho CRM

After sending the test request, check your Zoho CRM to verify that the new lead has been added successfully through Pabbly Connect. Refresh your contact list in Zoho CRM, and you should see the new contact with the details provided during the test submission.

If the contact appears correctly, this confirms that the integration is working as intended. From now on, every time a new lead is generated through Google Ads, the details will automatically populate in Zoho CRM, allowing you to follow up efficiently.

Conclusion

In conclusion, using Pabbly Connect to automate the addition of student leads to your CRM for trading classes streamlines the process significantly. By integrating Google Ads and Zoho CRM, you can save time and ensure that your sales team can promptly engage with potential students. Start using Pabbly Connect today to enhance your lead management process.