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How to Send Ads Leads to Salesforce Automatically

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start integrating Google Ads with Salesforce, you first need to access Pabbly Connect. Open your browser and navigate to pabbl.com/connect. If you’re a new user, click on the “sign up for free” option in the top right corner.

Once registered, you will receive 100 free tasks every month, allowing you to test the capabilities of Pabbly Connect. This is an excellent opportunity to explore how to automate lead entry into Salesforce.

2. Setting Up the Trigger in Pabbly Connect

In Pabbly Connect, the trigger is essential for starting your automation. Click on “Add Trigger” and select Google Ads as your application. For the event, choose “New Lead Form Entry” and click on “Connect”.

Select Google Ads as the trigger application.
Choose the event “New Lead Form Entry”.
Connect to your Google Ads account.

After connecting, copy the Weber URL provided by Pabbly Connect. This URL will be used to link your Google Ads lead form with the automation.

3. Configuring Google Ads to Send Leads

Next, navigate to your Google Ads campaign and locate the lead delivery section. Paste the Weber URL you copied from Pabbly Connect into the designated field. This step ensures that lead data is sent to Pabbly Connect.

Open the lead delivery option in Google Ads.
Paste the Weber URL from Pabbly Connect.
Send test data to ensure the connection is working.

Once the test data is sent successfully, return to Pabbly Connect. You will see that it has captured the response, indicating that the integration is working correctly.

4. Setting Up the Action to Create Salesforce Contacts

Now, it’s time to set up the action in Pabbly Connect. Click on “Add New Action Step” and select Salesforce as the action application. Choose “Create Contact” as the event and click on “Connect”.

If you have previously connected Salesforce to Pabbly Connect, you can select the existing connection. Otherwise, create a new connection by logging into your Salesforce account and granting the necessary permissions.

5. Mapping Data for Dynamic Lead Entry

Mapping is a crucial step in Pabbly Connect that allows you to insert data from the previous step dynamically. When prompted, map the fields such as first name, last name, email, and phone number from the lead data.

To map the data, simply type a slash and search for the field you wish to map. This ensures that every new lead captured will automatically populate the Salesforce contact fields accurately.

After mapping the required fields, click on “Save and Send Test Request”. A positive response will confirm that the contact has been created in Salesforce. Refresh your Salesforce contact list to verify the new entry.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the integration between Google Ads and Salesforce. By following these steps, you can seamlessly capture leads and create contacts in Salesforce automatically. Start using Pabbly Connect today to enhance your lead management process.