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How to Manage Leads Using Privyr (Step-by-Step Guide)

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Google Ads with Pabbly Connect, first, you need to access the Pabbly Connect platform. Open your browser and navigate to the Pabbly Connect landing page.

If you are a new user, click on the “Sign Up for Free” button in the top right corner. This allows you to explore Pabbly Connect with 100 free tasks per month, enabling you to manage leads effectively.

2. Setting Up Your Workflow in Pabbly Connect

After logging into Pabbly Connect, you will be directed to the workflow builder. This is where the automation process begins. Click on the “Add Trigger” button to set up your integration.

Select Google Ads as your trigger application.
Choose the event that triggers the workflow.
Click on “Connect” to link your Google Ads account.

Once connected, Pabbly Connect will provide a webhook URL that you need to copy and use in your Google Ads campaign to capture lead data.

3. Connecting Google Ads to Pabbly Connect

To link Google Ads with Pabbly Connect, you need to set up a lead form in your Google Ads campaign. Ensure that your lead form captures essential details such as name, email, and phone number.

Navigate to the lead delivery option in your Google Ads settings. Here, you will paste the webhook URL from Pabbly Connect and enter the required key for verification. After that, click on “Send Test Data” to ensure the connection is successful.

4. Adding Leads to Pabbly Connect

Once the connection between Google Ads and Pabbly Connect is established, you can set up an action step to add leads into your Pabbly Connect account. Click on the “Add New Action Step” and select Preier as the action application.

Choose “Create Client” as the event.
Connect your Preier account by providing the authentication token.
Map the lead details from the Google Ads trigger to the fields in Preier.

After mapping, click on “Save and Send Test Request” to finalize the integration. Pabbly Connect will confirm the successful creation of a new client in your Preier account.

5. Conclusion

This tutorial has shown you how to integrate Google Ads with Pabbly Connect seamlessly. By following these steps, you can automate lead management and enhance your sales process.

Utilizing Pabbly Connect allows for efficient lead tracking and management, ensuring that no potential client is missed in your sales efforts.