How to Create Xero Contact for Google Ads Lead Using Pabbly Connect

Learn how to seamlessly integrate Google Ads leads into Xero contacts using Pabbly Connect in this step-by-step tutorial. 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 integrate Google Ads leads into Xero contacts, start by accessing Pabbly Connect. Open your browser and type the URL Pabbly.com/connect. You will see options to either sign in or sign up for free.

If you are an existing user, click on the ‘Sign In’ button. New users can click on the ‘Sign Up Free’ button to create an account, which takes just a couple of minutes. Once logged in, you will be directed to the Pabbly Connect dashboard, where you can create and manage your workflows.

2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, you can create a new workflow by clicking on the ‘Create Workflow’ button. A dialog box will appear asking for a name for your workflow. Enter ‘Create Xero Contact for Google Ads Lead’ to clearly define the purpose of this workflow.

• Name your workflow appropriately.
• Select a relevant folder for organization.
• Click on ‘Create’ to finalize the workflow setup.

After creating the workflow, you will see two main sections: Trigger and Action. The Trigger section will define what event starts the workflow, while the Action section will specify what happens next, leveraging the capabilities of Pabbly Connect.

3. Setting Up the Trigger for Google Ads

To set up the trigger, select ‘Google Ads’ as the trigger application in Pabbly Connect. Then, choose the trigger event as ‘New Lead Form Entry’. This means the workflow will activate whenever a new lead is submitted through your Google Ads lead generation form.

Next, Pabbly Connect will provide you with a webhook URL. This URL acts as a bridge between Google Ads and Pabbly Connect. Copy this URL and head over to your Google Ads account to configure the lead form settings.

4. Configuring the Google Ads Lead Form

In your Google Ads account, navigate to the lead forms section of your campaign. Here, you will set up the fields that you want to collect from leads, such as first name, last name, email, phone number, and company name.

• Select the necessary fields for your lead form.
• Paste the webhook URL from Pabbly Connect in the lead delivery settings.
• Send test data to confirm the connection between Google Ads and Pabbly Connect.

After sending test data, check Pabbly Connect to verify that the lead details have been received correctly. This confirms that your Google Ads lead form is now successfully integrated with Pabbly Connect.

5. Setting Up the Action to Create Contact in Xero

Now that the trigger is set, it’s time to configure the action step. Select ‘Xero’ as the action application and choose the action event as ‘Create Contact’. This action will create a new contact in your Xero account whenever a lead is received from Google Ads.

Before mapping the lead details, ensure you are logged into your Xero account through Pabbly Connect. Click on ‘Connect’ to establish the connection. Once connected, you can map the lead details from Google Ads to the corresponding fields in Xero.

Map the fields such as first name, last name, email, and city. Click on ‘Save and Send Test Request’ to create the contact in Xero. Verify the new contact in your Xero account.

Once the test request is successful, you will see the new contact created in Xero, confirming that the integration between Google Ads and Xero through Pabbly Connect is complete.

Conclusion

In this tutorial, we demonstrated how to create a Xero contact for Google Ads leads using Pabbly Connect. By following these steps, you can automate the process of adding leads as contacts in Xero, streamlining your lead management and financial tracking.

Utilizing Pabbly Connect for this integration not only saves time but also enhances your business’s efficiency in managing leads and finances effectively.