How to Automatically Add Leads to Bexio

Learn how to automatically add leads to Bexio using Pabbly Connect with this detailed tutorial. Follow step-by-step instructions for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automatically add leads to Bexio, you first need to access Pabbly Connect. If you are an existing user, simply open your workflow builder. For new users, visit pabbl.com/connect to open the landing page of Pabbly Connect.

In the top right corner, click on the option to ‘sign up for free’. By signing up, you will receive 100 free tasks every month, allowing you to explore the capabilities of Pabbly Connect without any cost. This means you can add up to 100 contacts for free into your Bexio account.

2. Creating a Workflow in Pabbly Connect

Once you are logged into Pabbly Connect, you will be in the workflow builder. This is where you will set up your automation process. The workflow is based on two main principles: triggers and actions. A trigger starts the process, while actions are the outcomes.

• Click on the ‘Add Trigger’ button.
• Search for ‘Google Ads’ and select it.
• For the event, choose ‘New Lead Form Entry’ and click connect.

After clicking connect, you will receive a webhook URL. Copy this URL and navigate to your Google Ads campaign where you have set up your lead form. In the lead delivery section of your campaign, paste the webhook URL to connect it with Pabbly Connect.

3. Connecting Google Ads to Bexio

Now that your Google Ads lead form is connected to Pabbly Connect, it’s time to set up the action step. Click on ‘Add New Action Step’ and search for ‘Bexio’. Ensure you select ‘Bexio 2.0’ for the action.

For the event, choose ‘Create Contact’ and click on connect. If you have previously created this connection, select the existing connection. If not, click on ‘Add a New Connection’ and log into your Bexio account to grant the necessary permissions.

• Enter the contact type ID (1 for companies, 2 for persons).
• Map the necessary fields such as name, email, and phone number from the lead form.
• Click ‘Save and Send Test Request’ to complete the setup.

After mapping the fields, Pabbly Connect will send a test request to Bexio to create a new contact. You can check your Bexio account to confirm if the new lead has been added successfully.

4. Testing Your Integration with Pabbly Connect

To ensure everything is working correctly, you can conduct a test by sending a test lead from Google Ads to Bexio through Pabbly Connect. After setting up the mapping, click on the ‘Send Test Data’ button in your Google Ads lead form settings.

Once the test data is sent, return to your Pabbly Connect workflow and check if it has captured the response successfully. You can either wait for a real lead to trigger the process or use the test lead details you just sent.

5. Conclusion: Automate Lead Addition with Pabbly Connect

By following these steps, you can successfully automate the process of adding leads to Bexio using Pabbly Connect. This integration allows you to streamline your lead management process and save time by eliminating manual entry.

With the ability to connect multiple applications, Pabbly Connect offers a powerful solution for automating various business workflows. Try it out today to enhance your productivity and efficiency in managing leads.