Learn how to automate the creation of Salesforce contacts from Google Ads leads and notify your team on Slack using Pabbly Connect with this step-by-step tutorial.
Watch Step By Step Video Tutorial Below
1. Access Pabbly Connect to Start Integration
To create Salesforce contacts from Google Ads leads, you need to access Pabbly Connect. Begin by opening your browser and navigating to the Pabbly Connect website.
Once there, you have two options: sign in if you already have an account or sign up for free if you’re new. Signing up takes just a couple of minutes and provides you with 100 free tasks each month.
2. Create a New Workflow in Pabbly Connect
After logging into Pabbly Connect, proceed to create a new workflow. Click on the ‘Create Workflow’ button, and a pop-up will appear asking for a workflow name.
- Name your workflow as ‘Create Salesforce Contact from Google Ads Leads’.
- Select the appropriate folder to save your workflow.
Once you’ve named your workflow and selected the folder, click on the ‘Create’ button to proceed to the workflow setup page where you will define the trigger and actions.
3. Set Up Google Ads Trigger in Pabbly Connect
The first step in your workflow is to set up the trigger. In Pabbly Connect, select Google Ads as your trigger application. The trigger event you need to choose is ‘New Lead Form Entry’.
After selecting the trigger event, you will be prompted to connect your Google Ads account to Pabbly Connect. Here’s how to do it:
- Copy the webhook URL provided by Pabbly Connect.
- Go to your Google Ads account and paste this URL in the lead delivery settings of your form.
After pasting the webhook URL, create a test submission to send sample data back to Pabbly Connect. This will help you verify that the integration is set up correctly.
4. Create Salesforce Contact Using Pabbly Connect
Once you receive the test data from Google Ads, it’s time to create a new contact in Salesforce. In your Pabbly Connect workflow, select Salesforce as the action application and choose ‘Create Contact’ as the action event.
You will need to connect your Salesforce account to Pabbly Connect. After successful connection, fill in the required fields using the mapped data from the Google Ads lead response.
Map the first name, last name, email, and phone number from the Google Ads response. Click on ‘Save and Test Request’ to confirm that the contact is created successfully.
After saving, check your Salesforce account to ensure the new contact appears with the correct details.
5. Notify Team on Slack About New Leads
Finally, to notify your team, set up another action in Pabbly Connect. Select Slack as your action application and choose ‘Send Channel Message’ as the action event.
Connect your Slack account to Pabbly Connect and select the channel where you want to send the notification. Create a message that includes the lead details such as name, email, phone number, city, and company.
Map the lead details from the Google Ads response into your message. Click ‘Save and Send Test Request’ to send the message to your selected Slack channel.
Check your Slack channel to confirm that the message was sent successfully, notifying your team about the new Google Ads lead.
Conclusion
In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of creating Salesforce contacts from Google Ads leads and notifying your team on Slack. This integration streamlines your workflow and saves valuable time.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
- Check out Pabbly Connect – Automate your business workflows effortlessly!
- Sign Up Free – Start your journey with ease!
- 10,000+ Video Tutorials – Learn step by step!
- Join Pabbly Facebook Group – Connect with 21,000+ like minded people!