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How to connect YouTube TrueView for Action Form Ads with My CRM Example

Connect YouTube TrueView for Action Form Ads to My CRM Example with LeadsBridge

YouTube TrueView for Action Form Ads » My CRM Example

In this article, you'll learn how to set up the bridge and connect YouTube TrueView for Action Form Ads to My CRM Example using LeadsBridge.

How to set up your bridge step-by-step tutorial

Before you start

  1. Head over to the left sidebar and click on Bridges
  2. You'll be taken to the Bridges section of your account
  3. Click on the Add New button
  4. You'll be taken to the first step of the bridge creation

Step 1: Bridge's Main information

  1. Choose a name for your bridge (this will only be visible inside LeadsBridge)
  2. You may add labels to help you identify your bridge later
  3. Choose YouTube TrueView for Action Form Ads as the source for your bridge
  4. Choose My CRM Example as the destination
  5. Click on the Next button

Step 2: Setup your YouTube TrueView for Action Form Ads source

  1. Type in the name you'd like to call your integration
  2. Enter to connect your YouTube TrueView for Action Form Ads with LeadsBridge
  3. Once you arrive into the Source step of your bridge, you will get a Webhook URL and a Google Key, you will need to add that information inside your YouTube form in order to make the connection with LeadsBridge, to do that you should follow the steps below:
    1. Keep the Bridge setup open, then open a new window and log into your Google Ads account
    2. Click on Campaigns on the left menu
    3. Then, click on the plus (+) icon and select:
      New campaign, if you’re creating a new campaign
      Load campaign settings, if you have already created your campaign, you should select the one you want to connect with your Bridge and continue from step number 6
    4. If you are creating a New campaign then you should select Leads as the Campaign Goal
    5. Then, select Video as the Campaign Type, and click on Continue
    6. Then, click on the Form button
    7. Type your Business name and Call-to-action. Then, click on Continue
    8. Type your form Headline, Description, select the Information that you want to receive from your leads (notice that LeadsBridge will be able to retrieve only the values that you select on this step) and type your Privacy policy URL. Then, click on Continue
    9. Type your Post-submit headline and description, then click on Continue
    10. Enable Lead delivery by webhook
    11. Copy and paste the Webhook URL and Google Key that you got at the beginning of these guidelines
    12. Click on SEND TEST DATA
    13. Go back into the Bridge setup window and wait for the bridge to receive the Test Data that we have just sent
    14. Once the Test Data has been successfully received by the bridge, click on Next
    15. Go back into your Google Ads window and click on Add to Campaign
    16. Once you finish your Campaign setup and publish it, LeadsBridge will start syncing the Leads with your destination
    Watch the following video and learn how to connect your YouTube TrueView for Action Form Ads with LeadsBridge. Please note, some steps may vary upon each integration.

  4. Click on the Next button

Step 3: Setup your My CRM Example destination

  1. Type in the integration's name in the dedicated field
  2. Enter your details where you want to send your leads
  3. Click on the Next button
  4. You'll now be able to select the destination segment to send your leads to
  5. You may choose to receive an email receipt for each incoming lead.
    • Type the address(es) where you'd like to receive the receipt
    • You may also modify the Subject line of the email
  6. Click on the Next button

Step 4: Fields Mapping

Here you'll be able to map your source information with your destination fields.

You'll see a field name with the destination integration's logo at the top, this indicates the name of the field on My CRM Example.

Underneath there's a box where you may add the information you'd like to send.

  • Check each of the My CRM Example fields available
  • Match the information you wish to pass along from YouTube TrueView for Action Form Ads
  • You may type the information manually and pass them as a static value
  • Use the functions to customize information like reformatting dates and times or modifying text, phone numbers and so on
  • You may also leave blank the box of a field's information you don't want to send through

Custom Fields

  1. If you'd like to add more fields, just look at the bottom of the page
  2. Head over the "Don't find a CRM custom field?" box
  3. Select the field you'd like to add from the dropdown list
  4. Click the Add Custom Field button
  5. The field will appear above
  6. Add the desired information, as you did with the other ones

Once accomplished your desired outcome, just click Next and head to the last step.

Step 5: Test

In this final step, you'll be able to send a lead from LeadsBridge to test if the configuration works properly.

  1. To create a new test lead, fill in the required information when prompted
  2. Click Test Now
  3. To test with a real lead, switch the toogle to "Test with existing lead".
  4. Click Sync Now along the lead you'd like to send
  5. If you did everything right the button will turn green, meaning your lead was synced successfully and the integration is ready
  6. Click Finish to save your settings and turn active your bridge

That's all! Congratulations.

You'll be redirected to the bridges section of your account with a green success message at the top right of the page and your bridge will now be active.

Have you got some questions?

You may want to take a look at the common questions on the respective integration's documentation.