Add Lead Details to Your Database Automatically

Learn how to automatically add lead details to your database using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating the process of adding lead details to your database, you need to access Pabbly Connect. If you’re a new user, open a new tab and search for pabbl.com/connect in your browser. This will take you to the Pabbly Connect landing page where you can sign up for free.

Once you sign up, you gain access to 100 tasks each month, allowing you to explore Pabbly Connect and its capabilities. If you like the service, consider subscribing for additional features. This platform is designed to streamline your workflows efficiently.

2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, navigate to the workflow builder. This is where you’ll set up the automation process. Click on the ‘Add Trigger’ button to start configuring your workflow.

For the trigger application, search for Google Ads and select it. Choose the event as ‘New Lead Form Entry’ and click on connect. You will receive a webhook URL which you will need later in your Google Ads campaign.

• Open your Google Ads campaign and ensure your lead form is added.
• Paste the copied webhook URL into the lead delivery option.
• Send test data to confirm the integration is working.

Once you send test data, Pabbly Connect will capture the response, allowing you to see the lead details like name, email, and phone number.

3. Adding Lead Details to Google Sheets

Next, you will set up Pabbly Connect to automatically add the captured lead details into Google Sheets. Click on ‘Add New Action Step’ and search for Google Sheets. Choose the event as ‘Add New Row’ and connect your Google Sheets account.

If you have previously connected Google Sheets to Pabbly Connect, you can select the existing connection. Otherwise, create a new connection by signing in with your Google account. Make sure to allow all necessary permissions for seamless integration.

• Select the spreadsheet where you want to add the lead details.
• Choose the specific sheet in your spreadsheet.
• Map the lead details to the corresponding columns in the sheet.

Mapping allows Pabbly Connect to dynamically insert data from the previous step, making it easy to manage new leads as they come in.

4. Testing the Automation Setup

After mapping the fields, click on ‘Save and Send Test Request’ to verify that the details are correctly added to your Google Sheets. This step is crucial to ensure everything is functioning as expected.

Once the test request is successful, open your Google Sheets to confirm that the lead details have been added. You should see the name, email, and phone number listed in the specified columns.

With Pabbly Connect, every new lead submitted through your Google Ads form will automatically populate into your Google Sheets without any manual effort on your part. This automation saves you time and enhances productivity.

5. Finalizing Your Pabbly Connect Automation

After confirming that your automation works, you can relax knowing that Pabbly Connect will handle the process in the background. There’s no need to return to your workflow to send test requests each time.

Whenever a new lead is generated, their details will automatically be added to your database via Google Sheets. This seamless integration allows you to focus on other aspects of your business while Pabbly Connect takes care of data management.

To enhance your experience, consider exploring more features of Pabbly Connect. The platform offers various integrations that can further streamline your workflows.

Conclusion

In this tutorial, we demonstrated how to automatically add lead details to your database using Pabbly Connect. By following the outlined steps, you can efficiently manage leads without manual intervention and improve your business processes.

Utilizing Pabbly Connect not only saves time but also enhances data accuracy, allowing you to focus on growth and customer engagement.