14.02.2024
243

How to Automatically Transfer Leads from Google Lead Form to Trello

Yuliia Zablotska
Author at ApiX-Drive
Reading time: ~11 min

Trello is a cloud platform for managing projects, workflows, and individual tasks, as well as coordinating team work. It is based on the Kanban visualization methodology. This service is best suited for startups and small companies. In our article, you will learn how to set up Google Lead Form integration with Trello to automate the transfer of leads from forms to this task manager for further work with them.

Content:
1. How to Set up Trello and Google Lead Form Integration
2. Setting up the Data Source – Google Lead Form
3. Setting up the Data Receiver – Trello
4. Setting up Auto-update
5. Why Choose ApiX-Drive for Trello and Google Ads Integration?
***

Google Lead Form is an effective lead generation tool that can be used to increase conversion rates. If you use it for marketing purposes and manage all work processes through the Trello task manager, most likely you manually create task cards for leads. By automating the manual transfer of lead data, you can eliminate one of the biggest time wasters in workflows. To achieve this, you need to link your Google Ads to your project and task management service.

Our codeless connector ApiX-Drive and the instructions we have compiled will help you connect both systems and automate the transfer of leads. When you set up Google Lead Form and Trello integration, you will see how the data of the new lead, sent through the form, appears in the task manager as a new card. After this, you will no longer need to manually enter the personal data of the buyer or customer (first and last name, phone number, email address, country of residence). As a result, ApiX-Drive will help you achieve a win-win situation. You will successfully optimize your business operations, and potential clients will be pleased with the quick feedback you can now provide them.

Google Lead Form and Trello integration | Result of connecting

How to Set up Trello and Google Lead Form Integration

The interface and operating algorithm of the ApiX-Drive online connector are intuitive. The developers of this service made sure that interacting with it was easy and comfortable even for a completely inexperienced user. With its help, you can set up the connection you need in literally 5–10 minutes.

The Google Ads and Trello integration scheme looks like this: “data source – online connector – data receiver.” The ApiX-Drive system continuously monitors your lead form. As soon as new leads send their data through it, it is transferred directly to Trello and is issued there in the form of a card. To set up and start automatic data transfer, you will need to follow a few simple steps. Let's not delay and do this together with you right now.

Setting up the Data Source – Google Lead Form

To set up Google Ads integration with Trello, first, you have to create a new connection. For this, click on the green button.

Google Lead Form and Trello integration | Create a new connection


At this stage, you must select a data source system. It is Google Lead Form. Click “Continue”.

Google Lead Form and Trello integration | Select a data source system


Next, select the action. Choose “Get LEADS (new)”. Click “Continue”.

Google Lead Form and Trello integration | Select the action


Now, you need to create a virtual Google Lead Form account in the ApiX-Drive system. For this, click on the blue button.

Google Lead Form and Trello integration | Create a virtual Google Lead Form account


In this window, you can give a name to the connection, or just click “Continue”.

Google Lead Form and Trello integration | Give a name to the connection


When the connected account appears in the list, select it and click “Continue”.

Google Lead Form and Trello integration | Select the connected account


Here, you see the URL for receiving data. It is to this URL that new data from the Google Lead Form will be sent. To continue setting up, copy the URL. 

Google Lead Form and Trello integration | Copy the URL


Go to your Google Ads personal account. Next, go to the “Assets” section and select Lead Form. Then, you must select the lead form from which you want to receive new leads and go to its settings.

Google Lead Form and Trello integration | Go to the “Assets” section and select Lead Form


Find the item "Other data integration options," and paste the copied URL.

Google Lead Form and Trello integration | Paste the copied URL


Copy the last part of the URL.

Google Lead Form and Trello integration | Copy part of the URL


Paste part of the URL into the “Key” field. After this, you have to send test data to the specified URL. To achieve this, click “Send test data”.

Google Lead Form and Trello integration | Paste part of the URL into the key field


After successful submission, click “Save”.

Google Lead Form and Trello integration | Click “Save”


Return to the ApiX-Drive system, and click on the “Edit and continue”.

Google Lead Form and Trello integration | Click on the “Edit and continue”


At this stage, you can set up a data filter. In this case, there is no need for this, so click “Continue”.

Google Lead Form and Trello integration | Click “Continue”


Here, you see an example of the data that has just been generated. If you are satisfied with everything, click “Continue”. This completes the Google Lead Form data source setup successfully.

Google Lead Form and Trello integration | An example of the data that has just been generated

Setting up the Data Receiver – Trello

To continue setting up Trello integration with Google Ads, you have to go to the data destination setting. For this, click on the green button.

Google Lead Form and Trello integration | Click on the green button


Choose Trello as the system.

Google Lead Form and Trello integration | Choose Trello as the system


Next, you must select an action. Choose “Create CARD”.

Google Lead Form and Trello integration | Select an action


At this stage, you need to connect your Trello account to the ApiX-Drive system. For this, click on the blue button.

Google Lead Form and Trello integration | Connect your Trello account to the ApiX-Drive


Then, you must specify the login and password for your Trello account. First, click on “Log in”.

Google Lead Form and Trello integration | Click on “Log in”


Enter your email and click “Continue”.

Google Lead Form and Trello integration | Enter your email


Enter your password and click on “Log in”.

Google Lead Form and Trello integration | Enter your password


Now, you have to grant ApiX-Drive access to work with your Trello account. For this, click “Allow”.

Google Lead Form and Trello integration | Grant ApiX-Drive access to work with your Trello account


When the connected account appears in the list of active accounts, select it and click “Continue”.

Google Lead Form and Trello integration | Select the connected account


At this stage, you must select a board on which new cards will be created for each new lead from Google Lead Form. Next, select a list.

Google Lead Form and Trello integration | Select a board and a list


Now, you see the Trello fields for creating a new card. You can assign variables from Google Lead form to these fields. To achieve this, click in the field and select a variable from the drop-down list.

Google Lead Form and Trello integration | Select a variable from the drop-down list


Please note that you can use not only variables but also enter values manually. To go to the next line, use Enter.

Google Lead Form and Trello integration | Use not only variables but also enter values manually


When all required fields are filled in, click “Edit and continue”.

Google Lead Form and Trello integration | Click “Edit and continue”


At this point, you see an example of the data that will be sent to Trello in the form of new cards for each new lead from Google Lead Form. If you are not satisfied with something, click “Edit”, and you will go back a step. To check the correctness of the settings of Trello + Google Ads integration, click “Send test data to Trello”.

Google Lead Form and Trello integration | An example of the data that will be sent to Trello


After successful sending, go to Trello and check the result.

Google Lead Form and Trello integration | Go to Trello and check the result


If you are satisfied with everything, return to the ApiX-Drive system and continue setting up.

Google Lead Form and Trello integration | Return to the ApiX-Drive system and continue setting up

Setting up Auto-update

In order for data transfer to occur automatically, configure auto-update. Click on the green button, “Enable update”.

Google Lead Form and Trello integration | Click on the green button “Enable update”


Click on the gear button.

Google Lead Form and Trello integration | Click on the gear button


Select the interval for the operation of the connection. For example, once every 5 minutes. In addition, here you can change the name of the connection and assign it to the required group. Click “Continue”. That's all. Google Ads + Trello integration has been completed.

Google Lead Form and Trello integration | Select the interval for the operation of the connection

Why Choose ApiX-Drive for Trello and Google Ads Integration?

If you are considering entrusting the task of Trello + Google Lead Form integration to a professional, we recommend that you carefully consider your decision. Requesting assistance from programmers in your company's IT department will likely result in wasted time. It is unlikely that they will immediately drop their current tasks to work on your request. Waiting for the result can take several hours at best, and several days at worst, depending on the workload of your employees. A third-party specialists will complete your task faster, but the cost of their services is guaranteed to affect your budget.

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