Automate Google Ads Leads to Microsoft Excel, Gmail, WhatsApp & SMS with Pabbly Connect

Learn how to automate sending Google Ads leads to Microsoft Excel, Gmail, WhatsApp, and SMS using Pabbly Connect. Step-by-step tutorial included. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Automation

To start automating the process of sending Google Ads leads to Microsoft Excel, Gmail, WhatsApp, and SMS, first access Pabbly Connect. This platform allows you to create a seamless integration between various applications.

Begin by visiting the Pabbly Connect website at Pabbly.com and create a free account. Once logged in, click on the ‘Access Now’ button to reach the dashboard. Here, you will create a new workflow to manage your automation.

2. Create a Workflow in Pabbly Connect

Once you are on the dashboard of Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to enter a name for your workflow. For this integration, name it ‘Send Google Ads Lead to Microsoft Excel, Gmail, WhatsApp, and SMS’.

After naming your workflow, you will see two boxes labeled ‘Trigger’ and ‘Action’. In the trigger section, select ‘Google Lead Form’ as the application to initiate the workflow. Choose the trigger event as ‘New Lead’ to capture leads as they come in.

• Enter the Google Lead Form URL provided by Pabbly Connect.
• Submit a test lead to confirm the connection.

This step ensures that Pabbly Connect is ready to receive data from your Google Ads lead form.

3. Connect Google Lead Form to Pabbly Connect

In this section, you will connect your Google Lead Form to Pabbly Connect. After submitting the test lead, check the response in Pabbly Connect to ensure it has captured the lead data correctly.

Once the data is received, you will see fields such as first name, last name, email, phone number, and city populated with the test lead information. This confirms that the integration is functioning properly.

• Verify that the lead details match what you expect from your Google Lead Form.
• Ensure all required fields are captured for further actions.

With the Google Lead Form connected, you can now proceed to add the lead data to Microsoft Excel.

4. Send Leads to Microsoft Excel via Pabbly Connect

To send the captured leads to Microsoft Excel, select ‘Microsoft Excel’ as the action application in Pabbly Connect. Choose the action event as ‘Add Row to Worksheet’ to insert the lead data into your spreadsheet.

Next, connect your Microsoft Excel account to Pabbly Connect. Authorize the connection and select the workbook you wish to use for storing these leads. In this case, choose the workbook named ‘All Traveling Inquiry’.

Map the lead data fields from the Google Lead Form to the corresponding columns in your Excel worksheet. Save and send a test request to confirm that the data is properly added to Excel.

After refreshing your Excel worksheet, you should see the new lead data populated, confirming that the integration works smoothly.

5. Notify via WhatsApp, Gmail, and SMS

Now that your leads are in Microsoft Excel, the next step is to notify yourself via WhatsApp, Gmail, and SMS. Start by selecting ‘WhatsApp Cloud API’ in Pabbly Connect and choose the action event ‘Send Template Message’.

Connect your WhatsApp Cloud API account to Pabbly Connect, entering the necessary credentials such as your temporary access token, phone number ID, and WhatsApp business account ID. After the connection is established, select the message template you created for notifying about new leads.

Ensure the message template is approved by Facebook to avoid delivery issues. Map the lead details into the message template.

Finally, repeat a similar process for Gmail and SMS using Twilio, ensuring that you map the lead information correctly for notifications. This completes the automation process using Pabbly Connect.

Conclusion

This tutorial demonstrates how to automate sending Google Ads leads to Microsoft Excel, Gmail, WhatsApp, and SMS using Pabbly Connect. By following these steps, you can streamline your lead management process efficiently.