How to Create QuickBooks Customer for Google Ads Lead Using Pabbly Connect

Learn how to automate the creation of QuickBooks customers from Google Ads leads using Pabbly Connect with this detailed step-by-step tutorial. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Google Ads Lead Integration

To create QuickBooks customers from Google Ads leads, first, access Pabbly Connect. This platform is essential for automating the integration process between Google Ads and QuickBooks.

Visit the Pabbly Connect website and sign in. If you are a new user, you can sign up for free. Once logged in, you’ll reach the Pabbly dashboard where you can manage your workflows and integrations.

2. Creating a New Workflow in Pabbly Connect

To set up the integration, create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button and name it appropriately, such as ‘Create QuickBooks Customer for Google Ads Lead’. Choose the folder where you want to save this workflow.

• Click on the ‘Create’ button.
• Select the trigger application as Google Ads.
• Choose the trigger event that activates the workflow.

After setting the trigger, you will see options for configuring the trigger event. This is where you link your Google Ads account to Pabbly Connect to receive lead data.

3. Setting Up Google Ads as the Trigger

In this step, you will configure Google Ads as the trigger for your workflow in Pabbly Connect. Select the specific lead form you want to track for new leads.

Once you have selected the lead form, Pabbly Connect will provide a webhook URL. Copy this URL and navigate to your Google Ads account to set it up in the lead delivery options.

• Open the lead delivery settings in Google Ads.
• Paste the webhook URL from Pabbly Connect.
• Test the connection to ensure data flows correctly.

After completing these steps, you will receive test responses in Pabbly Connect, confirming that the integration is successful.

4. Creating QuickBooks Customer from Google Ads Lead

The next step involves creating a QuickBooks customer using the data received from Google Ads through Pabbly Connect. Set the action application to QuickBooks and select the action event as ‘Create Customer’.

In the action setup, you will map the fields from the Google Ads lead data to the corresponding fields in QuickBooks. This includes mapping the first name, last name, email, and other relevant details.

Map the first name from Google Ads to QuickBooks. Include the last name, email, and company name accordingly. Set the billing address and other required fields.

After mapping the fields, click on the ‘Save and Send Test Request’ button to verify if the customer is created in QuickBooks successfully.

5. Verifying the Integration and Customer Creation

Finally, verify the integration by checking your QuickBooks account. Log in to QuickBooks and navigate to the customers’ section to see if the new customer has been created from the Google Ads lead.

If the customer appears correctly with all mapped information, your integration is successful. This entire process is automated through Pabbly Connect, allowing you to save time and reduce manual entry errors.

In case of any issues, revisit the Pabbly Connect workflow to check for errors in mapping or webhook configuration.

Conclusion

This tutorial demonstrated how to automate the creation of QuickBooks customers from Google Ads leads using Pabbly Connect. By following these steps, you can streamline your workflow and ensure accurate customer data entry.