Google Lead Form Ads integration with CRM systems is essential for businesses focused on retaining warm leads and speeding up order processing. It enables you to fully automate the transfer of data, for example, from an advertising form to Freshworks. This allows the responsible employee to contact leads quickly when their interest in the offer is at its peak. The chances of successfully selling a product or service under such conditions increase significantly. From this article, you will learn how to configure and launch Google Lead Form Ads and Freshworks integration on your own.

Automating Lead Transfer: Eliminating Manual Work

The speed of response to a client's request is one of the key factors for success in sales. Manually transferring leads from a Google advertising form to CRM significantly slows down the process. Downloading CSV files or basic copy-pasting of data not only takes up valuable time and causes delays in communication. These methods are usually associated with a high risk of errors and may even cause the loss of some orders.

If you connect Google Lead Form Ads with Freshworks, you can eliminate the routine manual data transfer by automating it. Each lead who submits a Google Ads form is automatically added to Freshworks, where a new deal is automatically created. This way, managers can quickly process orders without wasting time manually copying or importing data.

Result of the data transfer to Freshworks


Example:
James Smith requested a legal consultation. His contact details were automatically entered into the CRM. The lawyer contacted the potential client as soon as possible, discussed the details of his case, and agreed on a date and time for a meeting at the office.

When working with Google Lead Form Ads and Freshworks, lead transfer automation is especially important for companies and entrepreneurs operating in highly competitive industries such as education, healthcare, legal consulting, real estate, and B2B. In these areas, the speed of contact often determines who wins the client.

Automatic lead transfer from Google Lead Form Ads to Freshworks allows you to process more inquiries and orders without increasing the workload on managers. In addition, it helps to avoid lead losses caused by errors during manual data transfer. The result is an increase in conversion rates while saving human and time resources.

How to Connect Google Lead Form Ads to Freshworks

Today, online connectors are commonly used to join services to exchange data. Let's look at how to integrate Google Lead Form Ads with Freshworks CRM using the SaveMyLeads platform.

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The developers of SML made sure that the entire setup process takes only a few minutes and is accessible to a wide range of users. Even non-specialists with basic skills can easily handle it.

The setup process:

  1. Create a new connection.
  2. Select a template for integration.
  3. Connect and configure Google Lead Form.
  4. Connect and configure Freshworks.
  5. Turn on auto-update.

As you can see, there is nothing complicated. Therefore, we suggest you not waste time and not give your potential customers to your competitors. Let's start setting up the integration right now.

Data Source Settings: Google Lead Form

The first step is to create a new connection.

Create a new connection


Choose the source system for your lead transfer. In this case, it is Google Lead Form.

Select Google Lead Form


Next, select one of the ready-made templates to send leads from the Google Lead Form. You need Freshworks (Create Deal).

Choose Freshworks (Create Deal)


Link your Google Lead Form account to SML.

Connect your Google Lead Form account


Here, you can give the connection a name or just click Continue.

You can give the connection a name


Once the account appears in the list, select it.

Select the connected account


You will see a webhook URL; this link is required to receive incoming data from the Google Lead Form. Copy this URL and go to your Google Lead Form account.

Copy URL


Go to the Ads and Assets section, then open the Assets tab.

Open the Assets tab


Navigate to the specific form you are setting up.

Go to the form settings


Then, go to the section Other data integration options.

Other data integration options


Paste the copied URL into the corresponding field.

Paste the copied URL


For the key, specify the last part of the URL.

Copy the last part of the URL
Paste the last part of the URL into the Key field


You must generate test data to proceed with the configuration. Click Send test data.

Send test data


Save your changes, then switch back to SaveMyLeads to continue.

Save the changes

Data Destination Settings: Freshworks

Connect your Freshworks account.

Connect your Freshworks account to SML


In this window, you must specify the domain and token from your Freshworks account. 

Specify the domain and token from your Freshworks account


To get them, go to your Freshworks account and copy the domain from the address bar. Note that the domain must be copied without extra characters.

Copy the domain


Paste the copied domain into the appropriate field in SML.

Paste the copied domain into the appropriate field


Now, you need to specify the token. Go back to Freshworks and open the Settings section on the API settings tab.

Open the Settings section on the API settings tab


Copy the API key.

Copy the API key


Paste the API key into the designated field. When the required fields are filled, click Continue.

Paste the API key into the appropriate field


Select the connected account once it appears in the list.

Select the connected account


Next, you see the Freshworks fields where you can assign variables from the Google Lead Form. The fields are mapped automatically. However, if you need to make changes, you can select different variables from the dropdown list.

Freshworks fields where you can assign variables from the Google Lead Form


Click Continue once the data is assigned correctly.  

Click Continue


At this point, you see an example of the data that will be sent to your Freshworks account with each new lead from the Google Lead Form.

Example of the data that will be sent to your Freshworks account


If everything suits you, click Send test data to Freshworks to check if the settings are correct.

Send test data to Freshworks


To verify the result, check your Freshworks account.

Check your Freshworks account


Return to SaveMyLeads to finalize the setup.

Starting Auto-Update

Click Finish setup to enable automatic updates for the connection. In this case, all new leads from the Google Lead Form will be transferred to Freshworks as new deals.

Click Finish setup


 To rename the connection, click the gear icon to open the settings.  

Click on the gear icon


Here, you can update the name or assign the connection to a group.

Change the connection name and add it to a group

Results

Integration of Google Lead Form Ads and Freshworks allows you to fully automate the transfer of leads to CRM and automatically create deals. Such automation makes it possible to send Google Ads leads directly to Freshworks, eliminate manual data transfer, and reduce the risks of losing leads or wasting time. In addition, it significantly speeds up the processing of potential customer requests. This is crucial for companies expecting growth in order volume and planning to scale.

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Step-by-Step Guides for Setting Up Integrations: