How to connect iFOLIO Cloud + Google Ads
Zapier lets you send info between iFOLIO Cloud and Google Ads
automatically—no code required.
About Google Ads
Google Ads (formerly Google AdWords) is an online advertising platform developed by Google, where advertisers pay to display brief advertisements, service offerings, product listings, video content, and generate mobile application installs within the Google ad network to web users.
This integration will send an iFOLIO whenever there is a new inbound lead in Google Ads.
Step 1: Google Ads --> iFOLIO share
Navigate to https://zapier.com/apps/ifolio-cloud/integrations and scroll down to Popular ways to use iFOLIO Cloud.
You are looking for Send iFOLIOs to new Google Ads leads. Then click Try it on the far right.
Step 2: Configuring your trigger step
You will then be taken to the Zapier editor and prompted to log in with your Google Ads account. Follow the instructions to connect your account.
You should be returned to the Zapier Editor once your connection is made and can continue with the set up.
After connecting your Google Ads account, you'll be ask to choose which lead form you'd like to use.
Step 3: Configuring your action step
Follow the instructions to locate your iFOLIO API Key and connect your account*.
Once your account is connected click continue and you should be in the ‘Set up Action’ portion of your action. At this point, some fields may already be configured for you. You will need to select the User who owns the iFOLIO you wish to send. The dropdown will populate with all users you have access to. Once you select a user, you can select the published iFOLIO you wish to send.
*You may have to contact your account manager to access your API key.
Step 4: Setting up actions
Once your account is connected click continue and you should be in the Set up Action portion of your action.
At this point, some fields are already configured for you. You will need to select the User who owns the iFOLIO you wish to send. The dropdown will populate with all users you have access to.
Once you select a user, you can select the published iFOLIO you wish to send. If you are gathering the phone number from your Calendly form, you can insert that as well and an email and sms message will be sent.
Step 5a: Message Type
Lastly, select the Message and Signature you wish to send. You can use your default share message, search for a specific message by name, or create a custom one in Zapier!
You can add / edit the share message under Share Settings on iFOLIO dashboard.
Step 5b: Signature
For signatures, you can use your default signature or create a custom one from in Zapier.
You can edit your default signature on the Share Settings of iFOLIO dashboard.
Step 6: Testing your Zap
Once all your fields are configured, you can test your action step (we recommend only testing if you are the one you are sending it too!) and turn on your Zap!
You're all set!
So, now you have linked your Google Ads account and successfully tested your trigger. It’s time to give yourself a high-five and keep trucking along.
Once you turn on your Zap, Zapier will automatically share your iFOLIO every time there is a new lead in Google Ads.
Other Ways to Integrate iFOLIO + Zapier
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Phone: 470 - 223 - 4818, | Email: info@ifoliocloud.com