Integrating Google Ads Leads into QuickBooks Online with Pabbly Connect

Learn how to automate the creation of QuickBooks Online customers from Google Ads leads using Pabbly Connect in this detailed tutorial. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Create Automation

To start automating the creation of QuickBooks Online customers from Google Ads leads, first, access Pabbly Connect. This platform enables seamless integration between different applications, making it ideal for your needs.

Begin by visiting the Pabbly Connect website. If you are a new user, you can sign up for free and receive 100 free tasks each month. As an existing user, log in to your Pabbly Connect account to proceed with the integration.

2. Creating a Workflow in Pabbly Connect

Once logged in, you will be directed to the Pabbly Connect dashboard. Here, you need to create a new workflow that will facilitate the integration between Google Ads and QuickBooks Online. Click on the ‘Create Workflow’ button located at the top right corner. using Pabbly Connect

• Enter a name for your workflow, such as ‘Create QuickBooks Online Customer from Google Ads Lead’.
• Select an appropriate folder to save this workflow, like ‘Google Ads Automations’.
• Click on the ‘Create’ button to finalize the workflow setup.

This action will create a workflow in Pabbly Connect, consisting of two main components: the trigger and the action. The trigger will capture new leads from Google Ads, while the action will create a customer in QuickBooks Online.

3. Setting Up the Trigger for Google Ads

In this step, you will configure the trigger to capture new leads generated through Google Ads. Select Google Ads as your trigger application and choose the ‘New Lead Form Entry’ as the trigger event.

Upon selecting the trigger, Pabbly Connect will provide you with a unique webhook URL. Copy this URL, as it will be used to connect Google Ads to Pabbly Connect.

• Open your Google Ads campaign and navigate to the lead form settings.
• Under the lead delivery option, find the ‘Webhook Integration’ section.
• Paste the webhook URL provided by Pabbly Connect into the designated field.

After pasting the URL, you can test the integration by sending test data from Google Ads. This will help ensure that the connection is working correctly.

4. Setting Up the Action to Create a Customer in QuickBooks Online

Now that the trigger is set, it’s time to configure the action step in Pabbly Connect. Select QuickBooks Online as your action application and choose ‘Create Customer’ as the action event.

Click on ‘Connect’ to establish a connection between QuickBooks Online and Pabbly Connect. You can either create a new connection or select an existing one. After connecting, you will be prompted to fill in the customer details.

Map the fields from the previous Google Ads lead form entry to the corresponding fields in QuickBooks Online. Fill in required details like first name, last name, email, and phone number. Click on the ‘Save and Send Test Request’ button to finalize the setup.

After successfully mapping the data and sending the test request, check your QuickBooks Online account to confirm that a new customer has been created.

5. Conclusion: Automating Customer Creation with Pabbly Connect

This tutorial demonstrated how to automate the creation of QuickBooks Online customers from Google Ads leads using Pabbly Connect. By following these steps, you can save time and reduce errors in your customer management process.

Utilizing Pabbly Connect allows businesses to efficiently manage leads and focus on closing deals. This integration enhances productivity and ensures that no potential customer is overlooked.

In summary, automating your workflow with Pabbly Connect can significantly streamline your business operations, making it easier to manage customer data effectively.