Learn how to automatically log leads from Google Ads to Zoho CRM using Pabbly Connect with this detailed step-by-step tutorial. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect to Set Up Automation
To automatically log leads from Google Ads to Zoho CRM, the first step is to access Pabbly Connect. Start by visiting pabby.com in your web browser. Once on the homepage, you can sign in if you are an existing user or sign up for free if you are new.
After signing in, you will be directed to the Pabbly dashboard, where you can manage your workflows. To create a new automation, click on the ‘Create Workflow’ button. This is where you will set up the connection between Google Ads and Zoho CRM using Pabbly Connect.
2. Creating a Workflow in Pabbly Connect
In this section, you will learn how to create a workflow in Pabbly Connect. After clicking ‘Create Workflow’, choose the ‘New Beta’ workflow builder for a modern interface. Name your workflow as ‘Automatically Log Leads from Google Ads to Zoho CRM’ and select the appropriate folder for organization.
- Click on ‘Create’ to finalize your workflow setup.
- A prompt will appear asking you to add a trigger, which initiates the automation process.
For this automation, the trigger application will be Google Ads. Select Google Ads as your trigger application and choose the event as ‘New Lead Form Entry’. This setup ensures that whenever a new lead is captured in Google Ads, it will trigger the workflow in Pabbly Connect.
3. Connecting Google Ads to Pabbly Connect
Next, you need to connect your Google Ads account to Pabbly Connect. After selecting the trigger event, a webhook URL will be generated. This URL acts as a bridge between Google Ads and Pabbly Connect.
Open your Google Ads account and navigate to the lead delivery options. Here, paste the webhook URL from Pabbly Connect into the designated field. Additionally, enter a random key for security purposes. After setting this up, send a test lead to verify the connection.
- Ensure that you have a test campaign set up to capture leads.
- Once the test data is sent, check your Pabbly Connect workflow for the received response.
This test confirms that the connection between Google Ads and Pabbly Connect is successful, allowing you to capture leads automatically.
4. Adding Zoho CRM as an Action Step
Now that you have successfully set up the Google Ads trigger, the next step is to add Zoho CRM as the action application in Pabbly Connect. Click on the ‘Add Action Step’ button and search for Zoho CRM in the action application options.
Select ‘Insert Update Record with Sub Form Data’ as the action event. If you have an existing connection, you can use that; otherwise, create a new connection by entering your domain. This connection allows Pabbly Connect to send data to your Zoho CRM.
Enter your Zoho domain, for example, zoho.in. Grant necessary permissions for Pabbly Connect to access your Zoho account.
After successfully connecting to Zoho CRM, you can now map the fields from the Google Ads lead to the corresponding fields in Zoho CRM.
5. Mapping Fields from Google Ads to Zoho CRM
In this final section, you will map the fields from the Google Ads lead to the Zoho CRM lead fields using Pabbly Connect. After selecting the lead module in Zoho CRM, you will see all the available fields.
Use the mapping feature to dynamically populate the fields with data from Google Ads. For instance, map the first name, last name, email, and phone number from the Google Ads response to the respective fields in Zoho CRM. This ensures that every new lead captured will automatically update in Zoho CRM without manual input.
First Name: Map to the corresponding field in Zoho CRM. Email: Ensure it is correctly mapped to the email field. Company Name: Don’t forget to include this field in your mapping.
After completing the mapping, click on ‘Save and Send Test Request’. Check your Zoho CRM to confirm that the lead has been successfully created with all the mapped details. This process highlights the efficiency of using Pabbly Connect to automate lead logging from Google Ads to Zoho CRM.
Conclusion
In this tutorial, we explored how to use Pabbly Connect to automatically log leads from Google Ads to Zoho CRM. By following the exact steps outlined, you can streamline your lead management process efficiently.
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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