Real-Time Lead Automation from Ads to CRM

Learn how to automate lead integration from Google Ads to Zoho CRM using Pabbly Connect in this detailed tutorial. 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 Automation

To start automating your lead generation process, first, you need to access Pabbly Connect. Open your web browser and visit Pabbly.com/connect. This will take you to the Pabbly Connect homepage.

Once on the homepage, you will see options to either sign in or sign up for free. If you are a new user, click on the ‘Sign Up Free’ button to create an account. Existing users can simply log in. Pabbly Connect provides you with 100 free tasks each month, allowing you to explore its automation capabilities.

2. Creating a New Workflow in Pabbly Connect

After signing in, navigate to the Pabbly Connect dashboard. Here, you will need to create a new workflow by clicking on the ‘Create Workflow’ button. You will see options for selecting the workflow builder.

• Choose the beta version for a modern and flexible experience.
• Name your workflow, for example, ‘Real-Time Lead Automation from Ads to CRM.’
• Select a folder for your workflow, such as ‘Automation.’

Once you have filled in these details, click on the ‘Create’ button to establish your workflow. This sets the stage for integrating your Google Ads with Zoho CRM through Pabbly Connect.

3. Setting Up Trigger in Pabbly Connect

Now that your workflow is created, it’s time to set up the trigger. In this case, since you are receiving leads from Google Ads, select Google Ads as your trigger application. For the app event, choose ‘New Lead Form Entry’ and click on the ‘Connect’ button.

Pabbly Connect will provide you with a webhook URL. Copy this URL and navigate to your Google Ads account. In your Google Ads, locate the test lead form you created and scroll down to the ‘Lead Delivery’ section. Here, you will find the option to set up a webhook integration.

• Paste the copied webhook URL in the webhook integration field.
• Set the key name as ‘test.’
• Click on ‘Send Test Data’ to verify the connection.

Once you send the test data, you should see a successful response in Pabbly Connect, confirming that the trigger is set up correctly.

4. Adding Action Step to Create Contact in Zoho CRM

With your trigger successfully set, the next step is to add an action. Select Zoho CRM as your action application and choose ‘Create Contact’ as the app event. Click on ‘Connect’ to establish the connection. using Pabbly Connect

To build this connection, you will need your Zoho domain. Access your Zoho CRM account, copy the domain from the URL, and paste it into Pabbly Connect. Grant the necessary permissions for Pabbly Connect to access your Zoho CRM data.

Map the fields from the Google Ads trigger to the corresponding fields in Zoho CRM. For example, map the first name, last name, and email address. Select ‘Advertisement’ as the lead source.

After mapping all required fields, click on ‘Save and Send Test Request’. If successful, you will see a confirmation in Pabbly Connect, indicating that a new contact has been created in Zoho CRM.

5. Conclusion: Automate Your Leads with Pabbly Connect

In this tutorial, we demonstrated how to automate lead integration from Google Ads to Zoho CRM using Pabbly Connect. By setting up a trigger in Google Ads and an action in Zoho CRM, you can efficiently manage your leads in real-time.

Utilizing Pabbly Connect not only saves time but also ensures that your leads are captured and organized seamlessly. This automation allows you to focus on converting leads rather than managing data entry.

Start using Pabbly Connect today to enhance your lead management process and enjoy the benefits of real-time automation!