Learn how to automate the process of adding leads from Google Ads to Salesforce using Pabbly Connect with this step-by-step tutorial. 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. Accessing Pabbly Connect for Integration
To start integrating Google Ads and Salesforce, we first need to access Pabbly Connect. This powerful automation tool allows you to connect various applications without any coding skills. Simply go to the Pabbly website by typing ‘Pabbly.com’ in your browser.
Once on the website, sign in to your Pabbly account. If you are a new user, you can sign up for free, which gives you access to 100 tasks monthly. After logging in, navigate to the Pabbly Connect dashboard to create your first workflow.
2. Creating a New Workflow in Pabbly Connect
In Pabbly Connect, click on the ‘Create Workflow’ button to start building your automation. Name your workflow ‘Add Leads from Google Ads to Salesforce Automatically’ and select a folder for organization. This naming helps in identifying workflows easily.
- Click on the ‘Create’ button to proceed.
- You will see two boxes: Trigger and Action.
- Select Google Ads as the trigger application.
This setup indicates that whenever a new lead is generated in Google Ads, it will automatically trigger an action in Salesforce to create a new lead. This seamless integration is made possible through Pabbly Connect.
3. Setting Up Google Ads as the Trigger
Now, let’s configure Google Ads as the trigger application in Pabbly Connect. Choose ‘New Lead Form Entry’ as the trigger event. This ensures that the workflow is activated whenever a new lead is captured in Google Ads.
Next, Pabbly Connect will provide you with a webhook URL. This URL is crucial as it acts as a bridge between Google Ads and Pabbly Connect. Copy this URL and head to your Google Ads account to set it up.
- Open your Google Ads account and locate the lead delivery option.
- Paste the copied webhook URL into the designated field.
- Save your settings to establish the connection.
With this setup, every time a new lead is generated in Google Ads, the information will flow directly into Pabbly Connect, allowing for seamless integration with Salesforce.
4. Configuring Salesforce as the Action Application
After setting up Google Ads, the next step is to configure Salesforce as the action application in Pabbly Connect. Select ‘Create Lead’ as the action event. This action will automatically create a new lead in your Salesforce account whenever a new lead is captured from Google Ads.
To connect Salesforce, you will need to authorize Pabbly Connect to access your Salesforce account. Click on ‘Connect’, and if prompted, grant the necessary permissions. Once connected, you can begin mapping the fields from Google Ads to Salesforce.
Map the fields such as first name, last name, email, and phone number from the Google Ads response. Ensure that you do not manually enter these details; use the mapping feature to keep the data dynamic. Select the lead source and status as needed.
Once all fields are mapped correctly, click ‘Save and Send Test Request’. This will send a test lead to Salesforce, confirming that your integration is functioning as intended through Pabbly Connect.
5. Testing the Integration and Confirmation
After completing the setup, it’s crucial to test the integration between Google Ads and Salesforce via Pabbly Connect. Send a test lead from Google Ads and check the response in Pabbly Connect’s dashboard.
If everything is set up correctly, you should see a successful response indicating that the lead was created in Salesforce. You can verify this by logging into your Salesforce account and checking the leads section.
Check for the newly created lead in Salesforce. Ensure all details match the test lead data sent from Google Ads. If successful, your automation is complete!
This integration demonstrates how Pabbly Connect can streamline your lead management process by automating the transfer of data from Google Ads to Salesforce, ensuring no leads are missed and saving you valuable time.
Conclusion
In this tutorial, we explored how to use Pabbly Connect to automate the process of adding leads from Google Ads to Salesforce. By following the steps outlined, you can ensure that your lead management is efficient and effective, enhancing your business operations.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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Utilizing Pabbly Connect not only simplifies the integration process but also allows for real-time updates, ensuring your sales team has the most current information at their fingertips.