Lead Tracking System for Small Businesses

Learn how to set up a lead tracking system for small businesses using Pabbly Connect to integrate Google Sheets, Zoho CRM, and Gmail effectively. 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 Your Lead Tracking System

To create a lead tracking system for small businesses, the first step is to access Pabbly Connect. If you are a new user, open your browser and visit pabbl.com/connect. Click on the ‘Sign Up for Free’ option in the top right corner. This gives you access to 100 free tasks per month, allowing you to explore the capabilities of Pabbly Connect.

Existing users can simply log in to their account. Once logged in, navigate to the workflow builder. This is where you will set up the integration process. By using Pabbly Connect, you can automate the addition of new lead details into Google Sheets, your CRM, and send automated emails.

2. Setting Up the Trigger in Pabbly Connect

The next step in your lead tracking system involves setting up a trigger in Pabbly Connect. Click on the ‘Add Trigger’ button and search for ‘Google Ads.’ Select it and choose the event as ‘New Lead Form Entry.’ Click on ‘Connect’ to generate a webhook URL.

• Copy the webhook URL provided by Pabbly Connect.
• Open your Google Ads campaign and add a lead form.
• Paste the webhook URL into the lead delivery section of Google Ads.

After pasting the URL, enter the key and click on ‘Send Test Data.’ This allows Pabbly Connect to capture the test lead details, which you can use to configure subsequent actions in your workflow.

3. Adding Lead Data to Google Sheets via Pabbly Connect

With the trigger set up, the next step is to add the lead data into Google Sheets using Pabbly Connect. Click on ‘Add New Action Step’ and search for ‘Google Sheets.’ Select it and choose the event as ‘Add New Row.’ Click on ‘Connect’ to link your Google Sheets account.

If you have an existing connection, select it; otherwise, create a new connection by signing in with your Google account. Once connected, select the spreadsheet where you want to store the lead details. For example, choose the ‘Real Estate Leads’ spreadsheet and specify the sheet as ‘Sheet1.’ You will then map the lead details such as name, phone, email, and area.

• Map the lead data dynamically by using the slash feature to insert data from the previous step.
• Click on ‘Save’ and send a test request to verify the integration.

Upon success, check your Google Sheets to confirm that the lead details are added correctly. This integration showcases how Pabbly Connect can streamline your lead management process.

4. Integrating Zoho CRM with Pabbly Connect

Next, you will integrate Zoho CRM to manage your leads effectively. In Pabbly Connect, click on ‘Add New Action Step’ and search for ‘Zoho CRM.’ Select it and choose the event as ‘Create Contact.’ Click on ‘Connect’ to establish a connection with your Zoho CRM account.

If you have an existing connection, select it; if not, create a new one by entering your Zoho domain. You can find this domain in your Zoho CRM URL. After connecting, you will need to map the lead details to the respective fields in Zoho CRM.

Map the first name, last name, email, and phone number from the lead data. Click on ‘Save’ and send a test request to confirm that the contact is created successfully in Zoho CRM.

Check your Zoho CRM contact list to ensure that the new contact appears. This step illustrates how Pabbly Connect enhances your CRM capabilities by automating lead entries.

5. Sending Automated Emails Using Gmail via Pabbly Connect

The final step in setting up your lead tracking system is to send automated emails using Gmail through Pabbly Connect. Click on ‘Add New Action Step’ and search for ‘Gmail.’ Select it and choose the event as ‘Send Email.’ Click on ‘Connect’ to link your Gmail account.

After connecting, configure the email settings. For the sender’s name, enter your business name. For the recipient’s email, map the email address of the lead. You can also customize the email subject and content, including advanced HTML formatting if needed.

Map the lead’s name and other relevant details into the email content. Click on ‘Save’ and send a test request to verify that the email is sent successfully.

Check your Gmail account to confirm that the email was sent. This final integration showcases how Pabbly Connect can automate your communication process, ensuring that leads receive timely follow-ups.

Conclusion

In conclusion, using Pabbly Connect to create a lead tracking system for small businesses allows for seamless integration between Google Sheets, Zoho CRM, and Gmail. This automation enhances efficiency and ensures timely communication with leads. Start using Pabbly Connect today to streamline your lead management process!