Integrating Google Ads with QuickBooks Online Using Pabbly Connect

Learn how to automate the integration of Google Ads leads into QuickBooks Online using Pabbly Connect in this detailed step-by-step tutorial. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Google Ads with QuickBooks Online, first, you need to access Pabbly Connect. This platform allows you to automate workflows between various applications easily.

Visit the Pabbly Connect website and sign in to your account. If you are a new user, you can sign up for free and get access to 100 free tasks every month. Once logged in, you will see the dashboard where you can manage your integrations.

2. Creating a Workflow in Pabbly Connect

Creating a workflow in Pabbly Connect is essential for automating the process. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. This will open a dialog box where you can name your workflow.

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

After creating the workflow, you will see two main sections: Trigger and Action. The Trigger is what initiates the workflow, while the Action is what happens as a result.

3. Setting Up the Trigger with Google Ads

The next step is to set up the Trigger in Pabbly Connect. For this, select Google Ads as your trigger application. Then, choose the trigger event as ‘New Lead Form Entry’. This will allow the workflow to react to new leads generated through Google Ads.

Once you select the trigger event, Pabbly Connect will provide you with a unique webhook URL. Copy this URL as you will need to paste it into your Google Ads lead form settings.

• Open your Google Ads campaign and navigate to the lead form section.
• Under the lead delivery options, look for ‘Webhook Integration’ and paste the copied webhook URL.
• Send test data to ensure that the connection is working properly.

After sending the test data, check back in Pabbly Connect to see if the test response has been captured successfully. This confirms that Google Ads is now connected to Pabbly Connect.

4. Setting Up the Action with 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 the action event as ‘Create Customer’. This action will create a new customer in your QuickBooks account whenever a new lead is generated.

You will need to connect your QuickBooks Online account to Pabbly Connect. Click on the ‘Connect’ button, and either select an existing connection or create a new one. After connecting, you will be prompted to fill out customer details based on the information captured from the Google Ads lead.

Map the lead’s first name, last name, phone number, and email address from the previous step. Skip any non-required fields to streamline the process. Click on ‘Save and Send Test Request’ to finalize the action setup.

After completing this step, check your QuickBooks Online account to confirm that a new customer has been created successfully based on the test data sent from Google Ads.

5. Conclusion

Using Pabbly Connect, you can automate the process of creating QuickBooks Online customers from Google Ads leads. This integration saves time and reduces errors, ensuring that no potential customers are overlooked.

By following these steps, you can efficiently manage your leads and streamline your customer management process. Automating this workflow allows you to focus on delivering excellent service and closing deals faster.