Integrating Facebook Leads with Google Chat and SMS using Pabbly Connect

Learn how to automate notifications for new Facebook leads to Google Chat and send SMS using Pabbly Connect in this step-by-step tutorial. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the integration process, you need to access Pabbly Connect. First, visit the Pabbly Connect website and sign in to your account. If you are new, you can sign up for free and get access to 100 free tasks each month.

Once logged in, you will see the dashboard where you can select your applications. Click on Pabbly Connect to initiate the automation process. This is where you will create a workflow to connect Facebook leads with Google Chat and SMS services.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button in the top right corner. A dialog box will appear asking for a workflow name and folder selection.

• Name the workflow: ‘Notify Team on Google Chat for New Facebook Leads and Send SMS’.
• Select a folder for your workflow, such as ‘Facebook Lead Ads Automations’.

Once you’ve named your workflow and selected the folder, click on the ‘Create’ button. This will set up your workflow, ready for the next steps of defining triggers and actions.

3. Setting Up the Trigger with Facebook Lead Ads

In this step, you will set up the trigger for your workflow using Facebook Lead Ads. Select Pabbly Connect as the trigger application. Choose the trigger event as ‘New Lead Instant’ to capture new leads generated from your Facebook ads.

Click on the ‘Connect’ button to establish a connection with Facebook Lead Ads. You will need to log into your Facebook account if prompted. After logging in, authorize Pabbly Connect to access your Facebook Lead Ads.

• Select the Facebook page associated with your lead ads.
• Choose the lead form you created for generating leads.

After selecting the page and lead form, click on ‘Save and Send Test Request’ to check if the connection is successful. You should receive a confirmation that the new lead data has been captured.

4. Sending SMS to New Leads Using Twilio

Now that your trigger is set up, the next step is to send an SMS to the new leads using Twilio. Select Twilio as the action application in Pabbly Connect and choose the action event ‘Send SMS’.

Click on the ‘Connect’ button to link your Twilio account. You will need to provide your Twilio Account SID and Authorization Token, which can be found in your Twilio dashboard. After entering these details, click on the ‘Save’ button.

Compose the SMS body, including a greeting and the lead’s name. Map the lead’s phone number from the trigger step to ensure the SMS is sent to the correct recipient.

Once done, click on ‘Save and Send Test Request’ to verify if the SMS is sent successfully to the lead.

5. Notifying Team on Google Chat

The final step involves notifying your team on Google Chat. Select Google Chat as the action application in Pabbly Connect and choose ‘Create Message’ as the action event.

To set this up, you will need to provide the Google Chat webhook URL. You can create a webhook by accessing your Google Chat space and adding a new webhook under the ‘Apps and Integration’ section. Copy this URL and paste it into Pabbly Connect.

Compose the message to be sent, including lead details like name, email, and phone number. Map the lead’s details from the trigger step to personalize the message.

After composing the message and mapping the necessary fields, click on ‘Save and Send Test Request’ to confirm that the notification is sent to your Google Chat space.

Conclusion

This tutorial demonstrates how to use Pabbly Connect to automate notifications for new Facebook leads to Google Chat and send SMS messages. By following these steps, you can streamline your lead management process and enhance customer engagement effectively.