Automatically Receive Email Alerts for New Leads

Learn how to automatically receive email alerts for new leads using Pabbly Connect. This step-by-step tutorial guides you through the integration process. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Email Alerts

To automatically receive email alerts for new leads, first access Pabbly Connect. If you are an existing user, open your workflow builder. New users should go to pabbl.com/connect to sign up for free and explore the features of Pabbly Connect.

Once on the landing page, click on the ‘Sign Up for Free’ button located in the top right corner. This gives you access to 100 free tasks each month, allowing you to send up to 100 emails without any cost.

2. Creating a Workflow in Pabbly Connect

After signing up, navigate to the workflow builder in Pabbly Connect. This is where you will set up triggers and actions for your email alerts. Click on the ‘Add Trigger’ button to begin.

• Select ‘Google Ads’ as the trigger application.
• Choose the event ‘New Lead Form Entry’.
• Click on ‘Connect’ to generate a webhook URL.

Copy the webhook URL generated by Pabbly Connect and go to your Google Ads campaign. Ensure you have a lead form added to your campaign, as this is essential for integration.

3. Configuring Google Ads Lead Form with Pabbly Connect

Scroll to the end of your Google Ads lead form and find the lead delivery options. Here, you need to paste the webhook URL from Pabbly Connect.

• Paste the copied webhook URL in the designated field.
• Enter the test key provided by Pabbly Connect.
• Click on ‘Send Test Data’ to verify the connection.

After sending the test data, return to Pabbly Connect to confirm that the response has been captured successfully.

4. Setting Up Email Alerts Using Pabbly Connect

To send email alerts, click on ‘Add New Action Step’ in Pabbly Connect. Search for and select ‘Gmail’ as the action application.

Choose the event ‘Send Email’ and click on ‘Connect’. If you have an existing connection, select it; otherwise, create a new connection by signing in with your Google account. Provide the necessary permissions to Pabbly Connect.

Fill in the sender’s name, email address, recipient’s email address, and email subject. Map the details of the lead into the email body dynamically using Pabbly Connect’s mapping feature.

5. Testing and Activating the Workflow in Pabbly Connect

After configuring the email details, click on ‘Save and Send Test Request’ in Pabbly Connect. This will send a test email to the specified recipient.

Check your Gmail inbox to confirm that the email has been received successfully. If everything looks good, your workflow is complete and ready to activate.

With this setup, every time a new lead is captured through Google Ads, Pabbly Connect will automatically send an email alert to your sales team, ensuring prompt follow-ups and higher conversion rates.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automatically receive email alerts for new leads captured through Google Ads. This integration streamlines your lead management process and enhances your team’s responsiveness.