Loan Application Leads to Google Sheets Automatically

Learn how to automatically add loan application leads to Google Sheets using Pabbly Connect. Follow our step-by-step tutorial for seamless integration! 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. Setting Up Pabbly Connect for Automation

To automate loan application leads to Google Sheets, you first need to access Pabbly Connect. If you are a new user, search for pabbl.com/connect in your browser. Click on the ‘Sign Up for Free’ option in the top right corner to create your account.

Once signed up, you will receive 100 free monthly tasks to explore Pabbly Connect. This allows you to add up to 100 lead details into your Google Sheets without any cost. After exploring, you may consider purchasing a subscription plan for additional features.

2. Creating Your Workflow in Pabbly Connect

After logging into Pabbly Connect, navigate to the workflow builder. This is where you will set up the automation process. Click on the ‘Add Trigger’ button to begin your workflow.

• Choose Google Ads as the trigger application.
• Select ‘New Lead Form Entry’ as the event.
• Click on ‘Connect’ to receive a webhook URL.

Copy the webhook URL provided by Pabbly Connect. This URL will be used to connect your Google Ads lead form with Pabbly Connect, allowing you to capture lead data automatically.

3. Configuring Google Ads for Lead Capture

Now, open your Google Ads campaign where you have set up the lead form. Locate the lead delivery settings and paste the webhook URL from Pabbly Connect into the designated field. Enter the key as required and click on ‘Send Test Data’.

Once the test data is sent, return to your Pabbly Connect workflow. Wait for a few seconds to capture the webhook response, which will contain the lead details. This step is crucial for ensuring that your automation works correctly.

4. Integrating Google Sheets with Pabbly Connect

After capturing the test data, it’s time to add the lead details to Google Sheets automatically. Click on the ‘Add New Action Step’ in your Pabbly Connect workflow and select Google Sheets as the action application.

• Choose ‘Add New Row’ as the action event.
• Connect your Google account by clicking on ‘Sign In with Google’.
• Select the spreadsheet and sheet where you want to add the lead details.

Map the lead data fields from the previous step to the corresponding columns in Google Sheets. This dynamic mapping ensures that every new lead entry is recorded accurately in your spreadsheet.

5. Testing Your Automation Setup

Once you have mapped all the lead details, click on ‘Save and Send Test Request’ in Pabbly Connect. This action will send the test data to your Google Sheets, allowing you to verify that everything is working correctly.

Open your Google Sheets and refresh the page to see the newly added lead details, including first name, last name, email, phone number, and city. With this setup, every new lead from your Google Ads campaign will automatically populate in your Google Sheets without any additional effort.

Conclusion

By using Pabbly Connect, you can seamlessly automate the process of adding loan application leads to Google Sheets. This integration not only saves time but also ensures that your sales team has immediate access to new leads. Start using Pabbly Connect today to enhance your business automation!