Learn how to automate the creation of Xero contacts from Google Ads leads using Pabbly Connect. Follow this step-by-step guide for seamless integration. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Google Ads Lead Integration
To create a seamless integration between Google Ads leads and Xero contacts, you first need to access Pabbly Connect. Start by navigating to the Pabbly Connect homepage by entering the URL in your browser.
Once on the homepage, you’ll find options to either sign in or sign up for free. If you are a new user, click on the green button to create a new account, which will provide you with 100 free tasks every month. Existing users should click on the sign-in option to access their accounts.
2. Creating a Workflow in Pabbly Connect
After logging into Pabbly Connect, you will be on the dashboard. To create a new workflow, click on the ‘Create Workflow’ button. A dialog box will prompt you to name your workflow; enter ‘Create Xero Contact for Google Ads Lead’.
- Select the appropriate folder for your workflow.
- Choose the trigger application as Google Ads.
- Set the trigger event to ‘New Lead Form Entry’.
Once you have set this up, click on ‘Create’. This will initiate the workflow creation process where you will set up the trigger and action.
3. Setting Up Google Ads Trigger in Pabbly Connect
In this step, you will configure the trigger in Pabbly Connect to capture new leads from Google Ads. After selecting Google Ads as the trigger application, you need to set the trigger event to ‘New Lead Form Entry’. This event will activate the workflow whenever a new lead submits their details via the Google Ads lead form.
Next, you will be provided with a webhook URL by Pabbly Connect. Copy this URL and paste it into your Google Ads lead form settings. This URL acts as a bridge to transfer lead data from Google Ads to Pabbly Connect.
4. Configuring Xero Action in Pabbly Connect
After successfully setting up the Google Ads trigger, the next step involves configuring the action to create a contact in Xero. Select Xero as the action application in your Pabbly Connect workflow. The action event should be set to ‘Create Contact’.
To establish the connection, click on ‘Connect’ and authorize Pabbly Connect to access your Xero account. Once authorized, you can proceed to map the lead details from Google Ads to the corresponding fields in Xero, such as first name, last name, email, and city. This mapping ensures that each new lead is added as a contact in Xero automatically.
5. Testing and Activating Your Workflow
To ensure everything is functioning correctly, it’s crucial to test your workflow in Pabbly Connect. Send a test lead from your Google Ads lead form to verify that the data is accurately captured in Xero. If successful, you will see the new contact appear in your Xero account.
Once the test is confirmed, activate your workflow. This will automate the process, allowing every new Google Ads lead to be added as a contact in Xero without manual intervention. This integration streamlines your lead management process and enhances efficiency.
Conclusion
In this tutorial, we explored how to use Pabbly Connect to automate the creation of Xero contacts from Google Ads leads. By following these steps, you can efficiently manage your leads and enhance your business 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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