Learn how to automatically add leads from Google Lead Form to Salesforce using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.
Watch Step By Step Video Tutorial Below
1. Setting Up Pabbly Connect for Google Lead Form
To automatically add leads from Google Lead Form to Salesforce, you need to start by accessing Pabbly Connect. This powerful automation tool enables seamless integration between various applications.
First, log in to your Pabbly Connect account. Once logged in, create a new workflow by clicking on the ‘Create Workflow’ button. You will see two main windows: the trigger window and the action window. The trigger window is where you will select Google Lead Form to capture leads.
2. Connecting Google Lead Form with Pabbly Connect
In the trigger window of Pabbly Connect, search for ‘Google Lead Form’ and select it. For the trigger event, choose ‘New Lead’. This will enable Pabbly Connect to listen for new leads generated from your Google Lead Form.
- Copy the webhook URL provided by Pabbly Connect.
- Go to your Google Ads account and create a lead form extension.
- Paste the webhook URL into the appropriate field in your lead form settings.
After pasting the webhook URL, proceed to fill in the form details such as headline, business name, and description. Make sure to include fields like name, phone number, and email address. This setup ensures that every lead captured in Google Lead Form is sent to Pabbly Connect.
3. Testing the Google Lead Form Integration
After setting up the Google Lead Form, it’s essential to test the integration with Pabbly Connect. Click on the ‘Send Test Data’ button in your Google Lead Form settings. This action will send a test lead to the webhook URL.
Once the test data is sent, return to Pabbly Connect. You should see the details of the test lead captured in the trigger window. This confirmation indicates that your Google Lead Form is successfully connected to Pabbly Connect.
4. Adding Leads to Salesforce via Pabbly Connect
Now that you have successfully captured leads in Pabbly Connect, the next step is to send these leads to Salesforce. In the action window, search for ‘Salesforce’ and select it. Choose the action event ‘Create Contact’.
- Connect your Salesforce account to Pabbly Connect.
- Map the fields from the test lead to the corresponding fields in Salesforce.
- Click on ‘Save and Send Test Request’ to create a new contact in Salesforce.
After successfully mapping the fields, you will receive a positive response. Check your Salesforce account to confirm that the new contact has been created with the details from the test lead.
5. Conclusion: Automating Lead Management with Pabbly Connect
By following the steps outlined in this tutorial, you can effectively automate the process of adding leads from Google Lead Form to Salesforce using Pabbly Connect. This integration not only saves time but also enhances your lead management efficiency.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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With Pabbly Connect, every new lead generated is automatically added to your Salesforce account, ensuring that you never miss an opportunity to nurture your leads. Start automating today and streamline your business processes!