Learn how to automatically sync new leads from Google Ads to Zoho CRM using Pabbly Connect with our step-by-step tutorial. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To sync new leads from Google Ads to Zoho CRM automatically, first, we need to access Pabbly Connect. Open your web browser and navigate to the Pabbly Connect landing page by entering ‘Pabbly.com/connect’. This platform is essential for creating the integration workflow.
Once on the Pabbly Connect page, you will see options to sign in or sign up. If you are a new user, click on ‘Sign up for free’ to explore the application with 100 free tasks per month. If you are an existing user, click on ‘Sign in’. After logging in, select ‘Access Now’ under the Pabbly Connect application to start creating your workflow.
2. Creating a Workflow in Pabbly Connect
After accessing Pabbly Connect, you will need to create a new workflow to sync leads. Click on the ‘Create Workflow’ button. You will be prompted to choose between the new and classic workflow builders. The new builder is recommended for its speed and modern interface.
- Select the new workflow builder for a better experience.
- Enter a workflow name: ‘Sync New Leads from Google Ads to Zoho CRM Automatically’.
- Choose a folder to save your workflow or create a new folder if necessary.
After entering these details, click on ‘Create’. This action opens the workflow window where you will set up the trigger and action for the integration.
3. Setting Up the Trigger with Google Ads
In the workflow window, the first step is to set up the trigger. Click on the ‘Add Trigger’ button and select ‘Google Ads’ as the application. For the trigger event, choose ‘New Lead Form Entry’. This tells Pabbly Connect to listen for new leads from Google Ads.
After selecting the trigger, you will receive a webhook URL. Copy this URL as it will be used to connect your Google Ads lead form with Pabbly Connect. Now, go to your Google Ads campaign where you have set up the lead form. In the lead delivery section, paste the webhook URL and click on ‘Send Test Data’ to ensure the connection is working.
4. Adding Action Step to Create Contact in Zoho CRM
Once the trigger is set up, it’s time to add the action step. Click on ‘Add New Action’ and select ‘Zoho CRM’ as the application. For the action event, choose ‘Create Contact’. This step will allow you to automatically create a new contact in Zoho CRM whenever a new lead is captured.
Next, you will need to connect your Zoho CRM account with Pabbly Connect. Click on ‘Connect with Zoho CRM’ and enter your domain, which can be found in your Zoho CRM URL. After entering the domain, click ‘Save’ and grant the necessary permissions. Once connected, you can now map the lead details from Google Ads to the fields in Zoho CRM.
- Map the first name, last name, and email address fields from the Google Ads lead form.
- Select ‘Advertisement’ as the lead source.
- Click ‘Save and Send Test Request’ to create a test contact in Zoho CRM.
After successfully mapping the details, you will receive a confirmation that a new contact has been created in Zoho CRM.
5. Verifying the Integration in Zoho CRM
To verify that the integration works, open your Zoho CRM and navigate to the contacts list. Refresh the page to see if the new contact has been added. You should see the contact details, including the first name, last name, email, and phone number that were captured during the test submission from Google Ads.
This integration ensures that every time a new lead form entry occurs in Google Ads, a corresponding contact is automatically created in Zoho CRM without any manual intervention. With Pabbly Connect, you can streamline your lead management process effectively.
Conclusion
In conclusion, using Pabbly Connect to sync new leads from Google Ads to Zoho CRM automatically simplifies your lead management. By following the steps outlined in this tutorial, you can ensure that every lead is captured and organized efficiently in your CRM system.
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