How to Auto-Add SaaS Leads to Google Sheets Using Pabbly

Learn how to automate adding SaaS leads to Google Sheets using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start the automation process of adding SaaS leads to Google Sheets, you need to access Pabbly Connect. If you’re already a user, simply open your workflow builder. New users should visit pabbl.com/connect in their browser.

Once on the landing page, click on the ‘Sign Up for Free’ option in the top right corner. This allows you to explore Pabbly Connect with up to 100 tasks free each month. This free trial is a great way to test the platform before committing to a subscription.

2. Setting Up the Trigger in Pabbly Connect

After logging in to Pabbly Connect, the next step is to set up your trigger. Click on the ‘Add Trigger’ button and search for ‘Google Ads’. Select it and choose the event as ‘New Lead Form Entry’. This will initiate the workflow whenever a new lead is generated.

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

Copy the provided webhook URL and navigate to your Google Ads campaign where you have set up your lead form. Paste the URL in the lead delivery section and click ‘Send Test Data’. This will sync the test data with Pabbly Connect.

3. Mapping Lead Data to Google Sheets

Once the test data is received, it’s time to map the lead details to Google Sheets. Click on ‘Add New Action Step’ and search for ‘Google Sheets’. Select it and choose ‘Add New Row’ as the event.

Next, connect your Google Sheets account to Pabbly Connect. If you have an existing connection, select it; otherwise, create a new connection by signing in with your Google account. Allow the necessary permissions to establish the connection.

• Select your spreadsheet named ‘Lead Details’.
• Choose the specific sheet where you want to add the data.
• Refresh fields to see the available mapping options.

Map the fields such as name, email, phone number, and city from the test lead data to the corresponding columns in your Google Sheets. This ensures that each new lead is automatically recorded.

4. Testing the Automation Setup

After mapping the lead data, it’s crucial to test the automation. Click on ‘Save and Send Test Request’. This action will send the mapped data to your Google Sheets, confirming that everything is set up correctly. using Pabbly Connect

Check your Google Sheets to see if the lead details have been added successfully. If the test is successful, your automation is ready to go live. You won’t need to manually intervene each time a new lead is generated through Google Ads.

5. Finalizing Your Automation with Pabbly Connect

Once the test lead details are confirmed in Google Sheets, you have successfully automated the process of adding SaaS leads using Pabbly Connect. Whenever a new lead comes in, it will automatically populate in your Google Sheets without further actions required from you.

This automation not only saves time but also ensures that you never miss capturing a lead. You can now focus on converting leads rather than managing data entry manually.

Conclusion

In conclusion, using Pabbly Connect to automate the addition of SaaS leads to Google Sheets streamlines your workflow significantly. By following the outlined steps, you can set up an efficient system that works seamlessly in the background, allowing you to concentrate on your business growth.