Learn how to automatically send Google Ads leads to Zoho CRM using Pabbly Connect in this detailed tutorial. Streamline your sales process today! 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 and Zoho CRM Integration
To start integrating Google Ads with Zoho CRM, access Pabbly Connect by visiting pabby.com. This platform enables automation without any coding skills, making it user-friendly.
Once on the Pabbly homepage, click on the ‘Sign In’ button if you are an existing user, or select ‘Sign Up for Free’ to create a new account. New users receive 100 free tasks monthly, which is perfect for testing the platform’s capabilities.
2. Creating a New Workflow in Pabbly Connect
After signing into Pabbly Connect, navigate to the dashboard where you can see all your workflows. To create a new workflow, click on the ‘Create Workflow’ button. Choose the new beta workflow builder for a more modern experience.
- Click on ‘Create Workflow’.
- Name your workflow as ‘Send Google Ads Leads to Zoho CRM Automatically’.
- Select the folder to save your workflow, such as ‘All Automations’.
Once created, you will see a box prompting you to select your trigger application, which is essential for starting the automation process.
3. Setting Up the Trigger with Google Ads
In this step, you will configure Google Ads as your trigger application. Select ‘Google Ads’ from the list of applications and choose ‘New Lead Form Entry’ as the trigger event.
Next, click on ‘Connect’ to establish a connection between Pabbly Connect and Google Ads. A webhook URL will be generated, which acts as a bridge for data transfer.
- Copy the webhook URL provided by Pabbly Connect.
- Open your Google Ads account and locate the lead delivery option.
- Paste the webhook URL into the designated field and send a test data.
This setup ensures that every new lead from Google Ads is captured and sent to your Pabbly Connect workflow.
4. Adding Action Step to Zoho CRM
Once the trigger is set, the next step is to add Zoho CRM as the action application. In the action application section, search for ‘Zoho CRM’ and select ‘Insert/Update Record with Sub Form Data’ as the action event.
Click on ‘Connect’ and enter the domain (e.g., zoho.in). After logging into your Zoho CRM account, grant the necessary permissions for Pabbly Connect to access your data.
Select the module name as ‘Leads’. Map the fields from Google Ads to the corresponding fields in Zoho CRM. Click on ‘Save and Send Test Request’ to check if the integration works.
This ensures that any new lead captured by Google Ads is automatically added to your Zoho CRM, streamlining your sales process.
5. Verifying the Integration Between Google Ads and Zoho CRM
After completing the setup, it’s crucial to verify that the integration works correctly. Open your Zoho CRM and navigate to the leads section to check if the test lead has been added successfully.
If all details such as first name, last name, email address, and company name appear correctly, the integration is functioning as intended. This seamless flow of data from Google Ads to Zoho CRM is made possible through Pabbly Connect.
In summary, you have successfully set up an automation workflow that connects Google Ads with Zoho CRM. This integration not only saves time but also enhances efficiency in managing leads.
Conclusion
In this tutorial, we demonstrated how to use Pabbly Connect to automatically send Google Ads leads to Zoho CRM. This integration helps streamline the sales process, allowing for faster scaling of your SaaS business.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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