Integrating Google Ads Leads with Salesforce and Microsoft Teams Using Pabbly Connect

Learn how to integrate Google Ads leads into Salesforce and notify your team on Microsoft Teams using Pabbly Connect. Step-by-step tutorial included. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integrations

To start using Pabbly Connect, first visit the Pabbly Connect website. You need to sign in to your account. If you are a new user, you can sign up for free, which allows you to get 100 free tasks every month.

Once logged in, you will see the dashboard with multiple applications. Click on Pabbly Connect to proceed. This will take you to the main interface where you can create workflows for your integrations.

2. Creating a Workflow in Pabbly Connect

To create an automation process, click on the ‘Create Workflow’ button located in the top right corner. A dialog box will appear asking for a workflow name and folder selection. Name your workflow as ‘Create Google Ads Leads as Salesforce Contact and Notify Teams on Microsoft Teams’. using Pabbly Connect

• Select a folder for your workflow, such as ‘Google Ads Automations’.
• Click ‘Create’ to finalize the workflow setup.

After creating the workflow, you will see two windows labeled ‘Trigger’ and ‘Action’. The trigger is the event that starts the automation, while the action is the response to that trigger. You can only have one trigger but multiple actions in this setup.

3. Setting Up the Trigger with Google Ads

For the trigger application, select Pabbly Connect and choose Google Ads as the trigger event. Specify the event as ‘New Lead Form Entry’. This means that whenever a new lead is generated via Google Ads, it will automatically be captured by Pabbly Connect.

After selecting the trigger application, you will receive a unique webhook URL. Copy this URL and navigate to your Google Ads campaign settings. In the lead form section, paste the webhook URL into the designated field for webhook integration.

• Select the fields you want to capture, such as first name, last name, phone number, and email.
• Send test data to verify that the integration works correctly.

With this setup, Pabbly Connect will now capture the lead details whenever a new lead is generated.

4. Adding Action to Create Salesforce Contacts

Next, it’s time to set up the action step. For the action application, select Salesforce and the action event as ‘Create Contact’. This allows you to add the generated lead as a contact in your Salesforce account.

Click the connect button to authorize Pabbly Connect to access your Salesforce account. After successful authorization, you will be prompted to fill in the contact details using the data from the previous step.

Map the fields for last name, first name, phone number, and email from the lead details received. Specify the lead source as Google Ads.

Once you have filled in all necessary details, click on ‘Save and Send Test Request’. This will create the contact in Salesforce, confirming that the integration is successful.

5. Notifying Teams on Microsoft Teams

Finally, you need to notify your team on Microsoft Teams about the new lead. For this, select Microsoft Teams as the action application and ‘Send Message in a Channel’ as the action event.

Authorize Pabbly Connect to access your Microsoft Teams account. Select the team and channel where you want to send the notification. Write a message template that includes the lead details such as first name, last name, email, and phone number.

Map the lead details into the message template. Send a test message to ensure everything is functioning correctly.

With this final setup, Pabbly Connect will send notifications to your Microsoft Teams channel whenever a new lead is generated, keeping your team informed in real-time.

Conclusion

This tutorial demonstrated how to effectively use Pabbly Connect to integrate Google Ads leads into Salesforce and notify your team on Microsoft Teams. By following these steps, you can automate your lead management process efficiently.