Integrating Google Ads Leads with Salesforce and Microsoft Teams Using Pabbly Connect

Learn how to integrate Google Ads leads as Salesforce contacts and notify your team on Microsoft Teams using Pabbly Connect in this detailed tutorial. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Google Ads leads with Salesforce and Microsoft Teams, you need to access Pabbly Connect. Sign in to your existing account or create a new one if you are a first-time user. This platform is essential for automating the process of converting leads into Salesforce contacts and notifying your team.

After signing in, you will see the dashboard. From here, click on the option to create a new workflow. This is where you will configure the automation that connects Google Ads, Salesforce, and Microsoft Teams through Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

To create a new workflow, click on the ‘Create Workflow’ button located at the top right corner of the dashboard. You will be prompted to enter a name for your workflow and select a folder for organization. Name your workflow something descriptive, such as ‘Create Google Ads Leads as Salesforce Contacts and Notify Teams on Microsoft Teams’.

• Enter a name for your workflow.
• Select a folder to save the workflow.
• Click on the ‘Create’ button to finalize.

After creating the workflow, you will see two sections: Trigger and Action. The Trigger is what initiates the automation, while the Action is what happens as a result. This setup is crucial for using Pabbly Connect to automate your lead generation process effectively.

3. Setting Up Trigger in Google Ads

Now it’s time to set up the trigger using Google Ads. Click on the Trigger section and select Google Ads as your trigger application. For the trigger event, choose ‘New Lead Form Entry’. This ensures that every time a new lead is generated, Pabbly Connect captures the lead information automatically.

Once you’ve selected Google Ads and the trigger event, Pabbly Connect will provide you with a unique webhook URL. This URL must be copied and pasted into your Google Ads lead form settings under the webhook integration section. You will also need to enter a dummy key for testing purposes.

• Copy the webhook URL provided by Pabbly Connect.
• Open your Google Ads campaign and navigate to the lead form settings.
• Paste the webhook URL and enter a dummy key.

After completing these steps, send a test data request to ensure that the connection between Google Ads and Pabbly Connect is established correctly. If successful, you will see the test data reflected in your workflow.

4. Creating Salesforce Contact from Google Ads Leads

With the trigger set up, the next step is to configure the action that creates a contact in Salesforce. In the Action section of your workflow, select Salesforce as the action application and choose ‘Create Contact’ as the action event. This step will allow Pabbly Connect to automatically create a Salesforce contact for each new lead generated.

Click the ‘Connect’ button to link your Salesforce account with Pabbly Connect. You will be prompted to authorize the connection. Once authorized, you will need to map the lead details from Google Ads to the corresponding fields in Salesforce, such as first name, last name, email, and phone number.

Select Salesforce as the action application. Choose ‘Create Contact’ as the action event. Map the lead details from Google Ads to Salesforce fields.

After mapping all necessary fields, click on the ‘Save and Send Test Request’ button. If successful, check your Salesforce account to confirm that the new contact has been added, demonstrating the power of Pabbly Connect in automating your lead management process.

5. Notifying Your Team on Microsoft Teams

Finally, to ensure your team is aware of new leads, you will configure another action step to send a notification on Microsoft Teams. In the Action section, select Microsoft Teams as the action application and choose ‘Send Message in a Channel’ as the action event. This allows Pabbly Connect to send a notification to your team whenever a new lead is captured.

Authorize the connection with Microsoft Teams and select the appropriate team and channel where you want the notification to be sent. Craft a message that includes lead details, such as first name, last name, email, and phone number. This ensures your team has all the necessary information at their fingertips.

Select Microsoft Teams as the action application. Choose ‘Send Message in a Channel’ as the action event. Craft a message that includes lead details.

Once you’ve set everything up, click on the ‘Save and Send Test Request’ button. If the test is successful, your team will receive a notification in Microsoft Teams, showcasing the efficiency of using Pabbly Connect for seamless communication and lead management.

Conclusion

In this tutorial, we explored how to integrate Google Ads leads as Salesforce contacts and notify your team on Microsoft Teams using Pabbly Connect. This powerful automation streamlines your lead generation process, ensuring that no opportunity is missed while keeping your team informed in real-time.