Get New Lead Alerts 24/7 Automatically

Learn how to set up automated lead alerts using Pabbly Connect to integrate Google Ads and Slack for seamless notifications. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Lead Alerts

To start receiving new lead alerts automatically, you need to access Pabbly Connect. Simply open your browser and navigate to Pabbly.com/connect. This is where you can manage all your automations seamlessly.

Once on the Pabbly Connect homepage, you will see two options: ‘Sign In’ and ‘Sign Up Free.’ If you are new to Pabbly, click on ‘Sign Up Free’ to get started with 100 free tasks every month. Existing users can simply sign in to their accounts.

2. Creating a Workflow in Pabbly Connect

After signing in, you will be directed to the Pabbly Apps window. Here, click on ‘Access Now’ under Pabbly Connect to proceed to the dashboard. To create a new workflow, select the ‘Create Workflow’ button. using Pabbly Connect

• Choose ‘Create from Scratch’ for a new workflow.
• Select the Beta version for a modern experience.
• Name your workflow, for example, ‘Get New Lead Alerts 24/7 Automatically.’

Once you have named your workflow, choose a folder for organization and click on the ‘Create’ button to finalize your new automation setup.

3. Setting Up the Trigger in Pabbly Connect

With your workflow created, it’s time to set up the trigger. Click on the trigger application and select ‘Google Ads’ as the trigger app, then choose the event ‘New Lead Form Entry.’ This is crucial for receiving new lead notifications.

Next, click on the ‘Connect’ button to establish a connection. You will receive a webhook URL that you will use to link Google Ads with Pabbly Connect. Copy this URL, as it will be needed in the Google Ads setup.

In your Google Ads account, navigate to the lead form settings and scroll to the lead delivery section. Here, paste the webhook URL you copied earlier into the appropriate field and set the key as ‘test.’ After entering these details, send test data to confirm the connection works correctly.

4. Setting Up the Action in Pabbly Connect

Now that your trigger is set up, it’s time to create the action step. Click on ‘Add Action Step’ and select ‘Slack’ as the action application. For the event, choose ‘Send Channel Message’ to notify your team about new leads. using Pabbly Connect

• Select ‘Add a New Connection’ to link your Slack account.
• Choose the token type as ‘User’ for connecting.
• Provide the channel ID where you want to send the notifications.

After setting up the connection, configure the message format to include lead details such as name, email, and phone number. Use the mapping feature to dynamically insert these details from the previous step.

5. Testing and Finalizing the Integration

With the action step configured, it’s essential to test the integration. Click on ‘Save and Send Test Request’ to ensure that everything is working correctly. You should see a successful response indicating that your setup is complete.

To verify, check your Slack channel for the new lead notification. The message should display all the details you configured, confirming that Pabbly Connect is successfully automating your lead alerts.

Congratulations! You have now set up an automated system to receive new lead alerts 24/7 using Pabbly Connect. This integration streamlines your workflow and ensures you never miss a lead.

Conclusion

In this tutorial, we explored how to automate new lead alerts using Pabbly Connect to integrate Google Ads with Slack. By following these steps, you can ensure timely notifications for your leads, enhancing your business’s responsiveness.