Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To start integrating Google Ads with Pipe Drive, you first need to access Pabbly Connect. Simply visit the Pabbly website by typing “pabbly.com” or directly navigate to “/connect” in your browser.

Once on the Pabbly website, sign in using your existing account or create a new one. New users can sign up for free and receive 100 tasks monthly, allowing them to explore the platform. This is crucial for testing the integration process.

2. Creating a Workflow in Pabbly Connect

After signing in, the next step is to create a workflow in Pabbly Connect. Click on “Create Workflow” and name it “Automatically Add Google Ads Leads to Pipe Drive CRM”. Select the appropriate folder for organization.

  • Click on the plus icon to create a new folder if needed.
  • Choose a name that reflects the workflow’s purpose.
  • Select the folder where the workflow will be saved.

Once the workflow is named and the folder is selected, click on “Create” to set it up. This initiates the process for connecting Google Ads to Pipe Drive.

3. Setting Up Google Ads Trigger in Pabbly Connect

In this section, you will configure the trigger application, which is Google Ads in this case. Choose Google Ads as your trigger application and select the event “New Lead Form Entry”. Click on “Connect” to establish the connection.

Pabbly Connect will provide a webhook URL, which acts as a bridge between Google Ads and Pabbly Connect. Copy this URL to set it up in your Google Ads account.

  • Open Google Ads and navigate to your campaign settings.
  • Locate the lead delivery option and paste the webhook URL.
  • Send a test to ensure that the connection is established correctly.

Once the test data is sent, check Pabbly Connect to confirm that the data has been received. This ensures that your Google Ads leads are successfully triggering actions in Pabbly Connect.

4. Connecting Pipe Drive in Pabbly Connect

After setting up the Google Ads trigger, the next step is to connect Pipe Drive as the action application in Pabbly Connect. Select Pipe Drive and choose the action event “Create a Person”. Click on “Connect” to establish this connection.

To connect Pipe Drive, you will need to enter your API token. Find this token in your Pipe Drive account under “Personal Preferences” and “API”. Paste the token into Pabbly Connect and save the connection.

  • Ensure you have the correct API token from Pipe Drive.
  • Save the connection to confirm that Pipe Drive is linked to Pabbly Connect.
  • Map the fields from Google Ads to Pipe Drive to ensure data is transferred correctly.

Mapping is crucial as it allows Pabbly Connect to dynamically fill in the details each time a new lead is received, ensuring all information is accurate and up-to-date.

5. Finalizing the Integration and Testing

With both Google Ads and Pipe Drive connected through Pabbly Connect, the final step is to test the integration. Map the fields from Google Ads to Pipe Drive, including first name, last name, email, and phone number.

After mapping the fields, click on “Save and Send Test Request” to verify that everything is functioning correctly. Check your Pipe Drive account to see if the new lead appears as expected.

  • Confirm that the lead details are correctly populated in Pipe Drive.
  • Refresh the Pipe Drive page to see the updated information.
  • Ensure that all fields are accurately mapped for future leads.

This final check ensures that your integration is not only set up correctly but also ready for live data processing, allowing you to manage leads efficiently.

Conclusion

Integrating Google Ads with Pipe Drive using Pabbly Connect simplifies lead management through automation. By following these steps, you can ensure that every new lead is captured and organized efficiently in your CRM, enhancing your business processes.