An automated workflow using zapier
Connects Google Ads + CINC
Add Note on CINC for new Google Ads leads
About this workflow template
This automation scenario allows you to connect Google Ads and CINC
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Google Ads and CINC can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Google Ads
New Lead Form Entry (Legacy) in Google Ads
Triggers whenever a new lead is created from a Lead Form Extension.
Then this action happens in CINC
Add Note in CINC
Adds a note to a lead in the CINC CRM.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Add Note on CINC for new Google Ads leads.
Part I
Configure Applications
First, we need to connect Google Ads and CINC to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Google Ads to Zapier.
Give Zapier access to your Google Ads account, using Google Ads credentials.
Connect CINC to Zapier.
Give Zapier access to your CINC account, using CINC credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Google Ads
Choose the following trigger: New Lead Form Entry (Legacy) (Triggers whenever a new lead is created from a Lead Form Extension.).
Then set up an Action for CINC
Choose this action: Add Note (Adds a note to a lead in the CINC CRM.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Google Ads and CINC.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Add Note on CINC for new Google Ads leads!
Related Automation Templates
Supported triggers and actions
New lead form entry (legacy)
Triggers whenever a new lead is created from a Lead Form Extension.
triggerbyzapierNew lead form entry
Triggers when a new lead is created from a Lead Form Extension.
triggerbypabbly-connectzapierNew campaign
Triggers whenever a new campaign is created in Google Ads.
triggerbyzapierpabbly-connectGet conversion actions
Used to power a dropdown in other triggers / actions.
triggerbyzapierGet customer lists
Dynamic dropdown for customer lists. Crm list types only.
triggerbyzapierList lead forms
Dynamic Dropdown for Google Lead Forms.
triggerbyzapier
Create lead
Creates a new lead.
actionbyzapierAdd note
Adds a note to a lead in the CINC CRM.
actionbyzapierUpdate lead
Updates existing lead in the CINC CRM.
actionbyzapierAdd saved search
Create a saved search in CINC based on lead search data.
actionbyzapierTrash lead
Trashes a lead in the CINC CRM.
actionbyzapierintegratelyVerify lead
Call this to verify an already confirmed lead source by form id.
actionbyzapier
Apps you need
Google Ads (formerly Google AdWords) is an advertising platform by Google, used to advertise on Google search, Youtube, and other websites.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
