Convert Every New Lead Into a Contact Automatically

Learn how to automatically convert every new lead into a contact using Pabbly Connect. Follow this step-by-step tutorial for seamless integration with Google and Gmail.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start the process of converting every new lead into a contact automatically, you must first access Pabbly Connect. If you are an existing user, simply open your workflow filter within Pabbly Connect. If you are new, open a new tab and search for pabbl.com/connect in your browser.

Once on the Pabbly Connect landing page, click on the ‘Sign Up for Free’ button located in the top right corner. This allows you to explore Pabbly Connect with 100 free tasks each month. After signing up, you can purchase a subscription if you find the service beneficial.

2. Setting Up Your Workflow in Pabbly Connect

Now that you have accessed Pabbly Connect, the next step is to set up your workflow. This is the core of your automation where you will define triggers and actions. Start by clicking on the ‘Add Trigger’ button.

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

Copy this webhook URL and head over to your Google Ads campaign to set up the connection. Add your lead form and navigate to the lead delivery option, where you will paste the copied webhook URL. This integration allows Pabbly Connect to capture new leads effectively.

3. Capturing Lead Data with Pabbly Connect

After setting up the webhook in Google Ads, it’s time to capture the lead data. Click on the ‘Send Test Data’ button in Google Ads, which will send a sample lead to Pabbly Connect. You will see a confirmation indicating that test data has been successfully sent.

Return to Pabbly Connect and observe that the response has been captured, including details like name, email, and phone number. This step is crucial as it confirms that your integration is functioning correctly. You can choose to create the automation using the test lead details, which will also work for real leads later.

4. Creating Google Contacts Automatically

The next step involves creating a new contact in Google Contacts using the lead data captured. In your workflow, click on ‘Add New Action Step’ and select Google Contacts as the action application.

• Choose ‘Create Contact’ as the event.
• Connect to your Google account by selecting ‘Sign in with Google’.
• Allow necessary permissions for Pabbly Connect to access your contacts.

Once connected, you will need to map the lead details from the previous step into the appropriate fields for the new contact. For example, map the first name, last name, and email address. This mapping process is essential as it ensures that each new lead is accurately represented as a contact in your Google Contacts.

5. Testing and Finalizing the Integration

After mapping the required fields, click on ‘Save and Send Test Request’ in Pabbly Connect. This action will send the information to Google Contacts and create a new contact based on the test lead data.

Once the test is successful, navigate to your Google Contacts to verify that the new contact has been added. Refresh the page to see the updated contact list, confirming that the integration is working seamlessly. Now, every new lead generated through Google Ads will automatically convert into a contact, streamlining your workflow.

Conclusion

Using Pabbly Connect, you can effortlessly convert every new lead into a contact automatically. This integration simplifies your workflow and saves time, allowing you to focus on other important tasks. Start automating today and enhance your efficiency!