Learn how to automatically add Google Ads leads as Zendesk users using Pabbly Connect. Step-by-step guide to streamline your lead management process. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To automatically add Google Ads leads as Zendesk users, first access Pabbly Connect. This platform allows you to integrate various applications seamlessly without any coding skills.
Begin by visiting the Pabbly Connect homepage. If you’re a new user, click on the ‘Sign Up for Free’ button to create an account. Existing users can simply log in. Upon logging in, you will find all the applications offered by Pabbly, including Pabbly Connect.
2. Creating a Workflow in Pabbly Connect
Once logged in, the next step is to create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ option, where a dialog box will prompt you to name your workflow. Name it something like ‘Automatically Add Google Ads Leads as Zendesk Users’.
- Select a specific folder for your workflow.
- Click ‘Create’ to proceed to the next screen.
- You will see two windows: Trigger and Action.
The trigger indicates when the automation will start, while the action specifies what happens next. In this case, the trigger will be a new lead from Google Ads, and the action will be to create a user in Zendesk.
3. Setting Up the Trigger with Google Ads
The next step in Pabbly Connect is to set up the trigger by selecting Google Ads as your trigger application. Choose the event that indicates a new lead form entry has been made.
Copy the webhook URL provided by Pabbly Connect. This URL will be used in your Google Ads account to send lead data. Navigate to your Google Ads lead form, scroll down to the lead delivery section, and paste the webhook URL into the designated field.
- Select the ‘Lead Delivery’ option.
- Provide a name for your webhook, such as ‘New Leads’.
- Test the connection by sending test data to see if it captures correctly in Pabbly Connect.
After successfully capturing the test response, you can be assured that the trigger between Google Ads and Pabbly Connect is working.
4. Setting Up the Action with Zendesk
Now, let’s move on to the action step in Pabbly Connect. Select Zendesk as your action application and choose the action event as ‘Create User’. This is where you will build the connection to add users to your Zendesk account.
To establish this connection, you will need to log into your Zendesk account. Click on ‘Add New Connection’ and input your Zendesk username and API token. Instructions will guide you through obtaining the API token from your Zendesk account.
Enter your Zendesk username (email). Provide the API token you created in Zendesk. Input your Zendesk subdomain.
After setting up the connection, you can proceed to map the user details from the Google Ads lead response to the fields required in Zendesk.
5. Mapping User Details and Finalizing the Integration
In this final step of Pabbly Connect, you will map the user details from the lead data captured from Google Ads. This includes the first name, last name, email, and phone number.
Instead of manually entering these details, utilize the mapping feature to dynamically insert the lead’s information. For example, combine the first and last name fields to create a full name for the new user in Zendesk.
Map the first name and last name to create a full name. Map the email and phone number from the lead response. Set the role of the user as ‘User’.
Finally, click on ‘Save and Send Test Request’ to verify if the user is created successfully in Zendesk. If everything is set up correctly, you will see the new user reflected in your Zendesk account.
Conclusion
Using Pabbly Connect, you can efficiently automate the process of adding Google Ads leads as users in Zendesk. This integration streamlines your lead management and enhances customer support operations.
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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