An automated workflow using zapier
Connects Google Ads + Accelo
Create Sale on Accelo for new Google Ads leads
About this workflow template
This automation scenario allows you to connect Google Ads and Accelo
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 Accelo 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 in Google Ads
Triggers whenever a new lead is created from a Lead Form Extension.
Then this action happens in Accelo
Create Sale in Accelo
Creates a new sale. If the sale's contact does not exist, a new one will be created for you.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create Sale on Accelo for new Google Ads leads.
Part I
Configure Applications
First, we need to connect Google Ads and Accelo 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 Accelo to Zapier.
Give Zapier access to your Accelo account, using Accelo 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 (Triggers whenever a new lead is created from a Lead Form Extension.).
Then set up an Action for Accelo
Choose this action: Create Sale (Creates a new sale. If the sale's contact does not exist, a new one will be created for you.).
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 Accelo.
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 Create Sale on Accelo for new Google Ads leads!
Supported triggers and actions
New lead form entry
Triggers whenever a new lead is created from a Lead Form Extension.
triggerbyzapierpabbly-connectNew 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.
triggerbyzapierGet main accounts
Used to power a dropdown in other triggers / actions.
triggerbyzapier
Create/update contact
Creates a new contact or updates a contact if it already exists.
actionbyzapierCreate request
Creates a new request. If the request's contact does not exist, a new one will be created for you.
actionbyzapierintegratelypipedreamCreate sale
Creates a new sale. If the sale's contact does not exist, a new one will be created for you.
actionbyzapierintegratelyCreate timer
Starts a new timer.
actionbyzapierintegratelyPause timers
Pauses any active timers.
actionbyzapierintegratelyLookup webhook resource
Lookup a webhook's resource.
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.
Automate and streamline your service operations with Accelo's end-to-end cloud-based platform. Manage all aspects of client work delivery, from prospect to payment.
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.
