Automatically Notify Sales Team When a New Lead Arrives

Learn how to use Pabbly Connect to automatically notify your sales team when a new lead arrives from Google Ads. Step-by-step guide included. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Lead Notifications

To automatically notify your sales team when a new lead arrives, start by accessing Pabbly Connect. If you’re a new user, visit pabbl.com/connect and click on ‘Sign up for free’ to create an account. Once registered, you can explore the platform with 100 free tasks monthly.

After logging in, navigate to the workflow builder in Pabbly Connect. This is the main interface where you will create your automation. You’ll be using triggers and actions to define how the workflow operates, starting the process when a new lead is received from Google Ads.

2. Creating a Trigger with Google Ads in Pabbly Connect

To set up your trigger, click the ‘Add Trigger’ button in Pabbly Connect. Search for ‘Google Ads’ and select it. Choose the event as ‘New Lead Form Entry’ to specify what will trigger the notification. Click ‘Connect’ to proceed.

If you have an existing connection, select it. Otherwise, create a new connection. You will need to sign in with your Google account and provide the login customer ID from your Google Ads campaign. After pasting the ID, click ‘Save’ to establish the connection.

• Click on ‘Add Trigger’.
• Select ‘Google Ads’ and choose ‘New Lead Form Entry’.
• Sign in with Google and enter the login customer ID.

Once saved, Pabbly Connect will generate a webhook URL. Copy this URL and add it to your Google Ads lead form settings to complete the trigger setup.

3. Capturing Lead Data in Pabbly Connect

After connecting your lead form to Pabbly Connect, you can test the setup by sending test data. This step ensures that when a new lead fills out the form, the data is captured accurately in Pabbly Connect.

To do this, go to your Google Ads lead form and paste the webhook URL in the lead delivery settings. Enter the key and click ‘Send Test Data’. Once the test data is sent, Pabbly Connect will capture the response, displaying details like the lead’s name, email, and phone number.

• Paste the webhook URL in Google Ads lead delivery settings.
• Enter the key and click ‘Send Test Data’.
• Confirm that Pabbly Connect captures the lead data.

With the lead data captured, you can either wait for real-time data or proceed to set up the next action in your workflow.

4. Notifying Your Sales Team on Slack

Now that you have your trigger set up, the next step in Pabbly Connect is to add an action to notify your sales team via Slack. Click on ‘Add Action Step’ and search for ‘Slack’. Select it and choose the event as ‘Send Channel Message’.

Connect your Slack account to Pabbly Connect. If you haven’t set up a connection yet, follow the prompts to authorize. Choose the appropriate channel, such as ‘new leads’, where you want the notifications to appear.

Select ‘Slack’ and choose ‘Send Channel Message’ as the action. Authorize your Slack account in Pabbly Connect. Choose the channel for notifications.

In your message, you can include dynamic details from the lead data captured earlier. Use mapping to insert the first name, last name, email, and phone number into the message template.

5. Finalizing the Automation in Pabbly Connect

After setting up the Slack notification, finalize your automation in Pabbly Connect by clicking ‘Save and Send Test Request’. This will send a test message to your Slack channel to confirm that everything is working correctly.

Once you see the test message in your Slack channel, your automation is complete. Now, whenever a new lead arrives from Google Ads, your sales team will be instantly notified through Slack, streamlining your lead follow-up process.

With Pabbly Connect, you can also create similar automations for other platforms like Facebook, Instagram, or Microsoft Teams, enhancing your team’s efficiency.

Conclusion

In this tutorial, we’ve explored how to use Pabbly Connect to automatically notify your sales team when a new lead arrives from Google Ads. By following these steps, you can streamline your lead management process effectively.