Watch Step By Step Video Tutorial Below





1. Access Pabbly Connect to Start Your Automation

To begin integrating Google Ads with Pipe Drive CRM, you first need to access Pabbly Connect. Open your browser and navigate to pabby.com/connect. This platform is essential for automating the process of adding leads from Google Ads to Pipe Drive.

On the homepage, you will see two options: “Sign In” and “Sign Up Free”. If you are a new user, click on “Sign Up Free” to create an account and get 100 free tasks each month. Existing users can simply sign in to their accounts. If you’re planning to purchase a subscription, remember to use the discount code provided in the video for savings.

2. Create a Workflow in Pabbly Connect

Once you are logged into Pabbly Connect, you will see the dashboard. Here, you can create a new workflow by selecting “Create from Scratch” or using the AI Workflow Builder. For this integration, we will use the AI option for simplicity.

In the AI Workflow Builder, input your automation prompt: “When a new lead comes in from Google Ads, add it to Pipe Drive CRM”. The AI will analyze your request and prompt you to select the Google Ads trigger. Choose “New Lead Form Entry” and for Pipe Drive, select “Create a Person”. After reviewing the workflow preview, click on “Approve and Create”.

3. Set Up the Trigger with Google Ads

After creating your workflow in Pabbly Connect, the next step is to set up the trigger. You will receive a webhook URL that is crucial for connecting Google Ads to Pabbly Connect. Copy this URL, as it will be needed in your Google Ads account.

Log into your Google Ads account and navigate to the lead form you have created. Under the lead delivery section, find the option for webhook integration. Paste the copied webhook URL into the designated field and name it as “test”. Select the option to send test data, which will send dummy details to Pabbly Connect for verification.

  • Copy the webhook URL from Pabbly Connect.
  • Paste it into the webhook integration field in Google Ads.
  • Send test data to verify the connection.

After sending the test data, check back in Pabbly Connect to confirm that the test data has been received successfully. This step ensures that your trigger is set up correctly and ready to capture live leads.

4. Add New Leads to Pipe Drive CRM

With the trigger set up, the next task is to configure the action that adds the new leads to Pipe Drive CRM using Pabbly Connect. You will now select Pipe Drive as the action app and choose “Create a Person” as the action event.

For this step, you will need an API token from your Pipe Drive account. Navigate to your Pipe Drive profile, select personal preferences, and copy your API token. Paste this token into Pabbly Connect to establish the connection.

  • Select Pipe Drive as the action app.
  • Choose “Create a Person” as the action event.
  • Enter your API token to connect to Pipe Drive.

After entering the API token, you will map the fields from the Google Ads lead to the corresponding fields in Pipe Drive. This mapping allows for automatic updates with new lead information each time a lead is generated.

5. Finalize the Automation Process

After setting up the mapping in Pabbly Connect, click on “Save and Send Request” to complete the process. You should receive a successful response indicating that a new person has been created in your Pipe Drive account.

To verify, log into your Pipe Drive account and check the contacts. You should see the newly created contact with the details from the Google Ads lead. This automation allows you to efficiently manage leads without manual entry, streamlining your workflow significantly.

In summary, you have successfully integrated Google Ads with Pipe Drive CRM using Pabbly Connect. This process not only saves time but also ensures that no leads are missed, allowing for better follow-up and management of potential clients.

Conclusion

This tutorial demonstrates how to automate the integration of Google Ads leads into Pipe Drive CRM using Pabbly Connect. By following these steps, you can enhance your lead management process efficiently.