Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Automation

To start automating your lead management, you need to access Pabbly Connect. If you are an existing user, simply open your workflow builder. New users should navigate to pabbly.com/connect in their browser.

Once on the landing page, click on the “Sign Up for Free” button located in the top right corner. This will allow you to create a free trial account to explore Pabbly Connect and its features.

2. Creating Your Workflow in Pabbly Connect

After logging in, you will be directed to the workflow builder of Pabbly Connect. Here, you will set up the trigger and action for your automation. The trigger initiates the workflow, while actions define what happens next.

To create your workflow, click on the “Add Trigger” button. Select “Google Ads” as your trigger application and choose the event as “Lead Form Entry”. Click on “Connect” to receive your webhook URL.

  • Open your Google Ads account.
  • Navigate to the “Lead Forms” section.
  • Paste the webhook URL into the lead delivery options.

Once you have pasted the URL, click on “Send Test Data” to test the connection between Google Ads and Pabbly Connect. You should see a confirmation that test data has been sent.

3. Connecting Your CRM with Pabbly Connect

Next, you will connect your CRM to Pabbly Connect. Click on the “Add New Action Step” and search for your CRM application, such as Prevyr. Select the event as “Create a Client” and click on “Connect”.

If you have not created a connection before, you will need to add a new connection. This requires an authentication token from your CRM. Navigate to your CRM’s automation settings to find and copy this token.

  • Go to your CRM’s automation settings.
  • Search for Pabbly Connect and click on “Configure”.
  • Copy the authentication token and paste it in Pabbly Connect.

After saving the connection, you can begin mapping the fields from your lead form to your CRM. This ensures that all relevant information such as name, email, and phone number is captured accurately.

4. Mapping Data from Google Ads to CRM via Pabbly Connect

Mapping data is essential in Pabbly Connect to ensure that the right information is sent to your CRM. After connecting to your CRM, you will enter the details for each lead.

Instead of manually entering data, use the mapping feature in Pabbly Connect. This allows you to dynamically insert data from previous steps. For example, map the name and email fields directly from the lead form.

To map additional fields like city or age, toggle the mapping button on. This will allow you to create custom fields based on your specific requirements. After mapping all necessary fields, click on “Save and Send Test Request” to finalize the setup.

5. Expanding Your Automation with Pabbly Connect

With Pabbly Connect, you can expand your automation beyond just Google Ads and your CRM. You can integrate other applications like WhatsApp, Gmail, and Google Sheets to automate communication and data management.

For instance, you can set up actions to send WhatsApp messages or emails to new leads instantly. This multi-step automation enhances your lead management process by ensuring timely follow-ups.

To add more steps, simply click on “Add Action Step” and repeat the process for each application you want to integrate. This flexibility makes Pabbly Connect a powerful tool for automating various business processes.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate lead management by integrating Google Ads with your CRM. This process eliminates manual input and ensures timely follow-ups with leads. Start using Pabbly Connect today to streamline your operations and enhance productivity!