Automatically Create Deals from Google Ads Leads in Pipedrive CRM Using Pabbly Connect

Learn how to automatically create deals from Google Ads leads in Pipedrive CRM using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the process of automatically creating deals from Google Ads leads in Pipedrive CRM, you need to access Pabbly Connect. Start by navigating to Pabbly.com/connect in your web browser. This will take you to the Pabbly Connect homepage, where you can either sign in or sign up for a free account.

If you are a new user, you can sign up for free and receive 100 tasks every month to explore the software. For existing users, simply click on the sign-in option. Once logged in, you will see the Pabbly Apps window where you can access all Pabbly applications. Click on the Pabbly Connect option to proceed.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button located in the top right corner. You will then be prompted to select the workflow builder; choose the beta version for a more modern experience.

Once in the workflow creation dialog, name your workflow as ‘Automatically Create Deals from Google Ads Leads and Pipedrive CRM’. You can also select a folder to organize your workflows. For this tutorial, select the folder named ‘Automations’. After setting up the folder, click on the create button to finalize your workflow setup.

• Select the beta version of the workflow builder.
• Name your workflow appropriately.
• Choose the correct folder for organization.

This setup allows you to automate the process of creating deals as soon as a new lead is received through Google Ads.

3. Setting Up the Trigger in Pabbly Connect

To initiate the automation, you need to set up a trigger. Click on the ‘Add Trigger’ button and select ‘Google Ads’ as your trigger application. Choose the event as ‘New Lead Form Entry’ and click on connect.

You will be provided with a webhook URL, which you will use to connect your Google Ads with Pabbly Connect. Copy this URL and go to your Google Ads account, where you will create a test lead form. In the lead form settings, paste the webhook URL under the lead delivery section to enable integration.

• Select Google Ads as the trigger application.
• Choose ‘New Lead Form Entry’ as the event.
• Paste the webhook URL in your Google Ads lead form settings.

This setup ensures that every new lead from Google Ads automatically triggers the creation of a deal in Pipedrive CRM through Pabbly Connect.

4. Creating a Person in Pipedrive Using Pabbly Connect

Once the trigger is set, the next step is to create a person in Pipedrive. Add an action step and select ‘Pipedrive’ as the action application, then choose ‘Create a Person’ as the action event. Click on connect and select to add a new connection if this is your first time connecting.

You will need to provide your API token from your Pipedrive account. Navigate to your profile in Pipedrive, select personal preferences, and then API to find your API token. Copy this token and paste it into Pabbly Connect. After successfully connecting, you can map the lead’s details such as name, email, and phone number from the trigger step.

Select Pipedrive as the action application. Choose ‘Create a Person’ as the action event. Map the lead details from the previous step.

This process ensures that every lead from Google Ads is added as a person in Pipedrive, ready for further action.

5. Creating a Deal in Pipedrive Using Pabbly Connect

After successfully creating a person, the final step is to create a deal in Pipedrive. Add another action step, select ‘Pipedrive’ again, and this time choose ‘Create Deal’ as the action event. Since you have already connected your Pipedrive account in the previous step, you can select the existing connection.

When setting up the deal, provide a title and map the name of the lead. You can set the status to open and select the appropriate pipeline stage. After entering all required details, click on ‘Save and Send Test Request’ to create the deal. This ensures that every new lead automatically generates a deal in Pipedrive through Pabbly Connect.

With this complete setup, you can seamlessly manage your leads and deals without manual intervention, enhancing your productivity and efficiency.

Conclusion

In this tutorial, we explored how to automatically create deals from Google Ads leads in Pipedrive CRM using Pabbly Connect. By following the outlined steps, you can streamline your lead management process effectively. This integration not only saves time but also ensures that you never miss a potential deal.