Integrate Google Ads Lead to QuickBooks Using Pabbly Connect

Learn how to automate the creation of QuickBooks customers from Google Ads leads using Pabbly Connect with our step-by-step guide. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Google Ads Lead Integration

To automate the creation of QuickBooks customers from Google Ads leads, the first step is accessing Pabbly Connect. Navigate to the Pabbly website and log in to your account. If you’re a new user, you can sign up for a free trial, which offers 100 tasks monthly.

Once logged in, you will see the Pabbly Connect dashboard. From here, you can create a new workflow by clicking on the ‘Create Workflow’ button. This initiates the setup process for your integration, allowing you to connect Google Ads and QuickBooks seamlessly through Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow specifically for integrating Google Ads with QuickBooks. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Create QuickBooks Customer for Google Ads Leads’. Select the folder where you want to save this workflow.

• Click on the ‘Create’ button to proceed.
• You will see two boxes: one for the trigger and another for the action.
• Choose ‘Google Ads’ as the trigger application.

Once the trigger application is selected, you will need to specify the trigger event, which is when a new lead is received. This setup ensures that every time a new lead is captured from Google Ads, it will automatically initiate the workflow using Pabbly Connect.

3. Setting Up Triggers with Google Ads

In this step, you will set up the trigger event in Pabbly Connect. Select the trigger event as ‘New Lead’ in Google Ads. This event will trigger the workflow whenever a new lead is generated. To establish this connection, you will need to provide a webhook URL generated by Pabbly Connect.

Copy the webhook URL and paste it into the Google Ads lead form settings. This action will link your Google Ads account with Pabbly Connect, allowing it to receive data whenever a new lead is submitted.

• Test the connection by sending a test lead through your Google Ads form.
• Confirm that Pabbly Connect receives the test lead data.

Once the test is successful, you can proceed to the next step, which involves setting up the action to create a customer in QuickBooks using the data received from the Google Ads lead.

4. Creating QuickBooks Customer from Google Ads Lead

Now that the trigger is set up, the next step is to create a customer in QuickBooks. In the action section of the workflow, select ‘QuickBooks’ as the action application. Then, choose the action event as ‘Create Customer’. This step is crucial as it defines what happens when a new lead is captured.

Authorize your QuickBooks account by logging in through Pabbly Connect. Once authorized, you will need to map the fields from the Google Ads lead data to the corresponding fields in QuickBooks, ensuring that all necessary information is correctly transferred.

Map fields such as first name, last name, email, and phone number. Ensure that all required fields in QuickBooks are filled accurately.

After mapping the fields, click on the ‘Save and Send Test Request’ button to verify that a new customer is created in QuickBooks. If successful, you will see a confirmation message indicating that the customer has been created.

5. Finalizing the Integration with Pabbly Connect

With the customer creation process confirmed, you can finalize your integration. Review the workflow to ensure all settings are correct. This review is essential to guarantee that leads from Google Ads will consistently create customers in QuickBooks without any issues.

Once satisfied with the setup, activate the workflow in Pabbly Connect. This activation will ensure that your automation is live, and every new lead captured from Google Ads will automatically trigger the creation of a customer in QuickBooks.

Monitor the workflow to ensure it functions as expected. Adjust any settings if necessary based on performance.

By using Pabbly Connect, you have successfully automated the process of creating QuickBooks customers from Google Ads leads, streamlining your workflow and saving valuable time.

Conclusion

In this tutorial, we explored how to integrate Google Ads leads with QuickBooks using Pabbly Connect. By following the steps outlined, you can automate customer creation, ensuring efficiency and accuracy in your business processes. This integration not only saves time but also enhances your operational workflow.