Learn how to automate the creation of Salesforce leads from Google Ads using Pabbly Connect in this step-by-step tutorial. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Google Ads and Salesforce Integration
To start automating the creation of Salesforce leads from Google Ads, first, access Pabbly Connect. You can do this by typing the URL Pabbly.com/connect in your browser. This platform serves as the central hub for all your automation needs.
If you’re a new user, click on the ‘Sign Up for Free’ button to create an account. After signing up, you will receive 100 free tasks every month to explore the features of Pabbly Connect. Existing users can simply click on ‘Sign In’ to access their dashboards.
2. Creating a New Workflow in Pabbly Connect
Once logged in, navigate to the dashboard of Pabbly Connect. To create a new workflow, click on the ‘Create Workflow’ option. A dialog box will appear prompting you to name your workflow, such as ‘Create Salesforce Lead for Google Ads.’ Choose a folder where this workflow will be saved, preferably one related to lead management.
- Click on ‘Create’ to proceed after naming your workflow.
- You will see two important sections: Trigger and Action.
- Triggers initiate the workflow, while Actions define the responses.
With this understanding, you can now set up the trigger by selecting Google Ads as your trigger application. This will allow you to capture new lead form entries directly from Google Ads.
3. Setting Up Google Ads as the Trigger Application
To capture leads, select Google Ads as your trigger application in Pabbly Connect. Choose the trigger event as ‘New Lead Form Entry’. This event will initiate the workflow whenever a new lead fills out the form in your Google Ads campaign.
After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL, as you will need to paste it into your Google Ads account under the lead delivery settings. This URL acts as a bridge to transfer lead data from Google Ads to Pabbly Connect.
- Navigate to your Google Ads form settings.
- Locate the ‘Lead Delivery’ option and paste the webhook URL there.
- Name the webhook for easy identification, such as ‘New Leads’.
After pasting the URL and naming it, send a test lead from Google Ads to ensure that the connection is successful. You will see the test data captured in Pabbly Connect.
4. Integrating Salesforce with Pabbly Connect
Now that you have set up Google Ads as the trigger, it’s time to integrate Salesforce as the action application in Pabbly Connect. Select Salesforce from the action applications and choose the action event as ‘Create Record’. This action will allow you to add new leads to your Salesforce CRM.
Click on the ‘Connect’ button to establish a connection with Salesforce. If you have not logged into Salesforce, you will need to do so. Pabbly Connect will request permission to access your Salesforce account. Click ‘Allow’ to grant access. Once authorized, the connection will be established successfully.
Select the object type as ‘Lead’ from Salesforce. Map the fields from the Google Ads lead response to the Salesforce lead fields. Ensure that all required fields are filled in, such as name, email, and phone number.
After mapping the fields, click on the ‘Save and Send Test Request’ button. This will send the test data to Salesforce, creating a new lead record.
5. Verifying Lead Creation in Salesforce
After successfully sending the test request, navigate to your Salesforce account and check the Leads section. You should see the newly created lead populated with the information provided in the test data from Google Ads.
This confirms that the integration between Google Ads and Salesforce through Pabbly Connect is successful. From now on, every time a new lead fills out the Google Ads form, their details will automatically be added to Salesforce, streamlining your lead management process.
By following these steps, you can easily set up a seamless integration between Google Ads and Salesforce using Pabbly Connect. This automation not only saves time but also enhances your ability to follow up with potential customers effectively.
Conclusion
In this tutorial, we explored how to create Salesforce leads from Google Ads using Pabbly Connect. By automating this process, you can efficiently manage leads and improve your business operations. Now, you can easily set up this integration to enhance your lead management strategy.
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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