How to Add New Leads to Privyr Automatically

Learn how to automatically add new leads to Privyr using Pabbly Connect. This step-by-step tutorial covers all the necessary integrations and actions. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Getting Started with Pabbly Connect

To begin with, Pabbly Connect is the automation platform that will facilitate the integration of Google Ads with Privyr. If you are a new user, open a new tab and search for pabbl.com/connect to access Pabbly Connect’s landing page. Here, you can sign up for free, allowing you to explore its features and automate tasks without any cost.

Once you are logged into Pabbly Connect, navigate to the workflow builder where you can set up your automation. This is where you will define triggers and actions that will enable the automatic transfer of lead data from Google Ads to Privyr.

2. Setting Up the Trigger in Pabbly Connect

In the workflow builder of Pabbly Connect, the first step is to add a trigger. Click on the ‘Add Trigger’ button and search for Google Ads as your trigger application. Select the event as ‘New Lead Form Entry’ and click on ‘Connect’.

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

Copy the generated webhook URL and head over to your Google Ads campaign. In your lead form settings, paste the webhook URL into the lead delivery section. This establishes the connection between Google Ads and Pabbly Connect, enabling it to capture lead details automatically.

3. Capturing Lead Data in Pabbly Connect

After setting up the trigger, the next step is to capture lead data. In Google Ads, send a test lead through the lead form to see if Pabbly Connect captures the data correctly. You will see the captured response in your workflow, which includes the lead’s first name, last name, email, and phone number.

If you want to test with real leads, you can click on ‘Recapture Webhook Response’ to wait for actual lead data to be sent. However, using test data is sufficient for setting up your automation. Once the data is captured, you can proceed to the next step.

4. Adding an Action Step to Create a New Client in Privyr

Now that you have captured the lead data, it’s time to add an action step in Pabbly Connect. Click on ‘Add New Action Step’ and search for Privyr as the action application. Select ‘Create Client’ as the event and click ‘Connect’. If you have an existing connection, select it; otherwise, create a new connection by entering your Privyr authentication token.

• Search for Privyr in the action application.
• Choose ‘Create Client’ as the action event.
• Enter your Privyr authentication token to connect.

After connecting, you need to map the lead details from the previous step. Mapping allows you to dynamically insert data, ensuring that each new lead’s information is captured accurately. Enter the required details such as first name, last name, email, and phone number, ensuring they are mapped correctly from the captured data.

5. Testing and Saving the Workflow in Pabbly Connect

After mapping the lead details, click on ‘Save and Send Test Request’. This action will create a new client in Privyr using the test data. You should receive a positive response indicating that the client has been successfully created.

To verify, go back to your Privyr account and check the client section to see the newly created client with all the mapped details. This confirms that your automation is functioning correctly, and from now on, every new lead from Google Ads will automatically create a new client in Privyr through Pabbly Connect.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of adding new leads to Privyr from Google Ads. This integration not only saves time but also ensures that your lead data is captured accurately and efficiently. By following these steps, you can enhance your lead management process and focus on growing your business.