Auto-Add Insurance Leads to CRM Using Pabbly

Learn how to automatically add insurance leads to your CRM using Pabbly Connect. Follow this step-by-step tutorial to streamline your lead management process. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating the addition of insurance leads to your CRM, you need to access Pabbly Connect. If you are a new user, open a new tab and visit pabbl.com/connect to reach the Pabbly Connect landing page.

In the top right corner, click on the ‘Sign up for free’ button. This allows you to explore Pabbly Connect with 100 free tasks per month, enabling you to add up to 100 lead details without any cost. If you find it useful, you can opt for a subscription plan later.

2. Creating Your Workflow in Pabbly Connect

Once you are signed in to Pabbly Connect, navigate to the workflow builder. This is where you will set up the trigger and action for your automation. The trigger is the event that starts the process, while the action is what happens as a result.

• Click on the ‘Add Trigger’ button.
• Search for ‘Google Ads’ and select it as the trigger application.
• Choose ‘New Lead Form Entry’ as the event.

After selecting the event, click on ‘Connect’. You will receive a web URL that you need to copy. This URL will be used to connect your Google Ads campaign to Pabbly Connect.

3. Setting Up Google Ads for Lead Capture

Now that you have your webhook URL from Pabbly Connect, go to your Google Ads campaign. Here, you will create a lead form and specify the details you want to collect from leads. Recommended fields include first name, last name, email, and phone number.

• Open your Google Ads campaign and create a lead form.
• Select the details to collect, keeping it minimal to avoid losing potential leads.
• Paste the copied URL into the lead delivery option in Google Ads.

After pasting the URL, enter your test key and click on ‘Send Test Data’. This will allow Pabbly Connect to capture the test response from Google Ads.

4. Integrating Zoho CRM with Pabbly Connect

With the test data captured, it’s time to add the lead details to your CRM. In this example, we will use Zoho CRM. Click on ‘Add New Action Step’ and search for Zoho CRM. Select ‘Create Contact’ as the event.

If you have previously connected Zoho CRM to Pabbly Connect, select the existing connection. If not, create a new connection by entering your Zoho domain. You can find this in your Zoho CRM URL, which typically appears as crm.zoho.com.

Enter your domain in the specified field. Grant necessary permissions for Pabbly Connect to access your Zoho CRM. Map the lead details from the previous step to the appropriate fields in Zoho CRM.

Once you have mapped the fields, click on ‘Save and Send Test Request’. If successful, you will see a confirmation message indicating that the lead details have been added to Zoho CRM.

5. Finalizing Your Automation with Pabbly Connect

After successfully adding the lead details to Zoho CRM, you can verify the addition by refreshing your contact list in Zoho. You should see the new lead entry with the details you provided.

This automation through Pabbly Connect allows you to add insurance leads to your CRM without any manual intervention. Your sales team can now focus on contacting leads instead of entering data manually.

With this setup, you can efficiently manage your leads and enhance your insurance agency’s workflow. Try this automation today and streamline your lead management process using Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automatically add insurance leads to your CRM. By setting up triggers and actions between Google Ads and Zoho CRM, you can eliminate manual data entry and enhance your lead management efficiency.