Fashion Store Lead Management System (Step-by-Step)

Learn how to manage leads for your fashion store using Pabbly Connect to integrate Google, Google Sheets, and Instagram seamlessly. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Lead Management

To begin managing your fashion store leads, the first step is to access Pabbly Connect. Start by navigating to pabby.com/connect in your web browser. This will take you to the Pabbly Connect homepage where you’ll find options to sign in or sign up for a free account.

If you’re new to Pabbly Connect, click on ‘Sign Up Free’ to get started with 100 free tasks every month. Existing users can simply sign in. After signing in, you will see all Pabbly applications. Click on ‘Access Now’ under Pabbly Connect to reach the dashboard and begin your workflow setup.

2. Creating a Lead Management Workflow in Pabbly Connect

Once you’re in Pabbly Connect, the next step is to create a workflow for managing your leads. Click the ‘Create Workflow’ button, and choose ‘Create from Scratch’. You will then be prompted to select between the beta version and the classic version; choose the beta version for a modern experience.

• Select ‘Create Workflow’.
• Choose ‘Create from Scratch’.
• Select the beta version for enhanced features.

After this, name your workflow (e.g., ‘Fashion Store Lead Management System’) and select a folder for organization. Click on ‘Create’ to finalize your workflow setup. This sets the stage for your automation process, which involves defining triggers and actions.

3. Setting Up the Trigger in Pabbly Connect

In this section, you will set up the trigger for your lead management system. Since you receive new leads via Google Ads, select Google Ads as your trigger application and choose the event ‘New Lead Form Entry’. Click on ‘Connect’ to establish a connection.

A webhook URL will be generated, which you will use to link Google Ads with Pabbly Connect. Copy this URL and navigate to your Google Ads account. In your test campaign, locate the lead form you created and scroll down to the ‘Lead Delivery’ section.

• Paste the webhook URL into the lead delivery settings.
• Assign a key name, such as ‘test’.
• Send test data to verify the connection.

Once the test data is sent, return to Pabbly Connect to confirm that you received a response with lead details, indicating that your trigger is successfully set up.

4. Adding Action Step to Google Sheets in Pabbly Connect

Now that your trigger is set, the next step is to add an action in Pabbly Connect. Choose Google Sheets as your action application and select ‘Add a New Row’ as the event. Click on ‘Connect’ to build a new connection with your Google account.

Once connected, select the spreadsheet where you want to store your leads (e.g., ‘Leads’) and the specific sheet (e.g., ‘Sheet1’). You will then map the fields from the trigger (first name, last name, email, phone number) to the corresponding columns in your Google Sheets.

Select the correct spreadsheet and sheet. Map the fields from the trigger response. Click ‘Save and Send Test Request’ to finalize.

After saving, you will receive a successful response indicating that a new row has been added to your Google Sheets, confirming that your action step is functioning correctly.

5. Conclusion: Efficient Lead Management with Pabbly Connect

In conclusion, using Pabbly Connect for your fashion store lead management system streamlines the process of capturing leads from Google Ads and storing them in Google Sheets. By following the steps outlined, you can ensure that every new lead is automatically recorded, making management much more efficient.

This integration not only saves time but also reduces the chances of manual errors. With Pabbly Connect, you can focus on growing your business while automating essential tasks seamlessly.