Automate Google Lead Management with Pabbly Connect: A Step-by-Step Guide

Learn how to automate Google Lead management and integrate it with Salesforce and Google Sheets using Pabbly Connect. Follow our detailed guide for seamless automation.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Google Lead Automation

To automate Google Lead management, first access Pabbly Connect. This platform allows you to connect Google Lead forms with Salesforce and Google Sheets seamlessly. Start by signing up for a free account on Pabbly Connect, which can be done in just a few minutes.

Once logged in, navigate to the Pabbly Connect dashboard. Click on the blue ‘Create Workflow’ button. Here, you will name your workflow, such as ‘Connect Google Ads to Salesforce and Google Sheets’. Select the appropriate folder for your workflow and click ‘Create’.

2. Configuring Trigger and Action with Pabbly Connect

In this step, you will set up the trigger and action for your workflow using Pabbly Connect. The trigger will be the Google Lead form, while the actions will involve adding leads to Google Sheets and Salesforce. Select the ‘Google Lead’ application as the trigger event.

• Choose ‘New Lead’ as the trigger event.
• Copy the provided webhook URL for future steps.

After setting the trigger, you will need to add actions. Click on the plus icon to add another application, selecting Google Sheets and Salesforce as action applications. This allows you to automatically add leads to both platforms whenever a new lead is generated.

3. Integrating Google Lead Form with Pabbly Connect

Now, integrate your Google Lead form with Pabbly Connect. Go back to your Google Ads account and create a test lead using the Google Lead form. Paste the webhook URL from Pabbly Connect into the lead delivery settings of your Google Lead form.

When setting up the lead form, ensure it captures essential information such as first name, last name, email, and phone number. After filling out the form, send test data to confirm the connection. Pabbly Connect will display the received data, confirming that the integration is successful.

4. Sending Data to Google Sheets and Salesforce

With the Google Lead form connected, the next step involves sending the captured data to Google Sheets and Salesforce using Pabbly Connect. For Google Sheets, select the action event as ‘Add a New Row’. Choose the specific spreadsheet where you want the data to be recorded.

• Map the lead data to the appropriate columns in Google Sheets.
• Ensure all necessary fields like first name, last name, email, and phone are correctly mapped.

Once the mapping is done, proceed to connect Salesforce. Select the action event as ‘Create Contact’ and map the relevant lead information to the required fields in Salesforce. This ensures that every new lead from Google Ads is automatically added as a contact in Salesforce CRM.

5. Finalizing Your Automation with Pabbly Connect

After setting up the actions for both Google Sheets and Salesforce, finalize your automation in Pabbly Connect. Test the entire workflow by generating a new lead through your Google Lead form. Check both Google Sheets and Salesforce to confirm that the lead data appears correctly.

Once verified, you can sit back and relax as Pabbly Connect will handle the automation seamlessly. Every new lead generated will be automatically logged into your Google Sheets and Salesforce without any manual intervention required.

Conclusion

In conclusion, using Pabbly Connect to automate Google Lead management simplifies the process of integrating Google Leads with Salesforce and Google Sheets. This automation saves time and ensures accurate data handling.