Integrate Google Ads with Salesforce and Automate WhatsApp Messages Using Pabbly Connect

Learn how to integrate Google Ads with Salesforce and automate WhatsApp messages using Pabbly Connect in this detailed tutorial. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Google Ads and Salesforce Integration

To connect Google Ads with Salesforce and send automated WhatsApp messages, you will first need to set up Pabbly Connect. This integration platform allows you to automate workflows between different applications seamlessly. Start by creating a free account on Pabbly Connect if you haven’t already.

Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. Name your workflow, such as ‘Add Google Ads Leads to Salesforce and Send WhatsApp Message’, and select a folder to store it. After clicking ‘Create’, you will see two boxes for trigger and action.

2. Configuring Google Leads Trigger in Pabbly Connect

In the trigger section of Pabbly Connect, search for Google Lead Form and select it. Choose the trigger event as ‘New Lead’. This action will initiate whenever a new lead is generated through your Google Lead Form.

• Select the trigger event: New Lead.
• Copy the webhook URL provided by Pabbly Connect.
• Paste the webhook URL into your Google Lead Form settings.

Once you have pasted the URL, perform a test submission in your Google Lead Form to ensure that the data can be captured. This will confirm that the connection between Google Lead Form and Pabbly Connect is functioning correctly.

3. Sending Automated WhatsApp Messages Using Pabbly Connect

After setting up the Google Leads trigger, the next step is to send automated WhatsApp messages using Pabbly Connect. For this, you will need a WhatsApp messaging application like Wati. In the action section, select Wati and the action event as ‘Send Template Message’.

Connect your Wati account by providing the necessary API endpoint and access token. Map the phone number field from the Google Lead Form to the WhatsApp message field. Ensure that the number is formatted correctly without a plus sign.

• Select the action event: Send Template Message.
• Map the WhatsApp number from the lead data.
• Compose your message using variables to personalize it.

After configuring the message, send a test request to check if the WhatsApp message is received correctly. This step verifies that the integration between Pabbly Connect and WhatsApp is successful.

4. Adding Google Leads to Salesforce CRM via Pabbly Connect

Once the WhatsApp message is sent, the next action is to add the same lead to Salesforce CRM. In the action section of your workflow, select Salesforce and choose the action event as ‘Create Contact’. This will allow you to create a new contact in Salesforce every time a new lead is generated.

Connect your Salesforce account to Pabbly Connect. Map the required fields such as first name, last name, email, and phone number from the Google Lead Form data. If you collected the full name instead of separate first and last names, consider adding a text formatter step to split the name before mapping.

Select the action event: Create Contact. Map the necessary fields from the Google Lead data. Use a text formatter to split full names if needed.

After mapping all necessary fields, send a test request to create a contact in Salesforce. This will confirm that your integration is working as intended and that new leads are being added to your CRM automatically through Pabbly Connect.

5. Finalizing Your Workflow in Pabbly Connect

After successfully setting up both the WhatsApp and Salesforce integrations, review your workflow in Pabbly Connect. Ensure that all connections are correctly established and that data flows seamlessly from Google Ads to Salesforce and WhatsApp.

Once you are satisfied with the setup, save your workflow. From now on, every time a new lead is generated through your Google Lead Form, they will automatically receive a WhatsApp message and be added to Salesforce CRM. This automation reduces manual effort and ensures timely communication with leads.

In summary, with Pabbly Connect, you can easily integrate Google Ads, Salesforce, and WhatsApp to streamline your lead generation process. This integration not only saves time but also enhances customer engagement through automated communications.

Conclusion

In this tutorial, we have explored how to use Pabbly Connect to integrate Google Ads with Salesforce and automate WhatsApp messages. This process enhances lead generation efficiency and ensures timely follow-ups with potential customers.