Learn how to seamlessly integrate Facebook leads into Google Sheets using Action and Achievers. Follow this step-by-step tutorial for affiliate marketing success. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities. with Pabbly Connect.
Watch Step By Step Video Tutorial Below
1. Setting Up Your Action Workflow with Achievers
Action is the core application that will facilitate the integration between Facebook leads and Google Sheets. To get started, open Action and sign in to your account. If you are a new user, you can sign up for free to access various automation tasks.
Once logged in, navigate to the dashboard and click on the button labeled ‘Create Workflow.’ You will need to name your workflow and select a folder to save it in. For this tutorial, name it ‘Add Facebook Leads to Google Sheets for Affiliate Marketing Companies’.
2. Connecting Facebook Lead Ads as the Trigger in Action
In this section, we will set up Facebook Lead Ads as the trigger application in Action. Start by searching for Facebook in the trigger application field. Select it and choose ‘New Lead Instant’ as the trigger event. This setup ensures that every time a new lead is submitted, the workflow will be activated. using Pabbly Connect
- Select Facebook Lead Ads as the trigger application.
- Choose ‘New Lead Instant’ as your trigger event.
- Connect your Facebook account with Action.
After connecting, select the page and lead form you want to use. Ensure that you choose the correct page, in this case, ‘Affiliate Achievers’, and the relevant lead form. Click on ‘Save and Send Test Request’ to verify the connection.
3. Testing the Trigger with Facebook Lead Ads
Now that Facebook Lead Ads are set up as the trigger, we need to test the connection. Open a new tab and go to the Meta for Developers site. From there, navigate to ‘More’ and select ‘Tools’, then choose ‘Lead Ads Debug Tool’. using Pabbly Connect
In the debug tool, select your page and lead form, and preview the form. Enter test lead details such as a demo user name, email, and phone number. After filling in the details, click ‘Next’ and then ‘Submit’. This action sends a test lead to your workflow.
- Log into Meta for Developers.
- Select your page and lead form in the debug tool.
- Enter test details and submit.
Check back in Action to confirm that the details of the lead have been successfully captured. This confirms that your trigger is functioning correctly.
4. Setting Up Google Sheets as the Action in Action
With the trigger confirmed, it’s time to set up Google Sheets as the action application. In Action, select Google Sheets and choose ‘Add New Row’ as the action event. This will allow the details of the new lead to be automatically added to your Google Sheets. using Pabbly Connect
Connect your Google Sheets account by signing in with your Google credentials. Allow all necessary permissions for Action to access your Google Sheets. Once connected, select the spreadsheet and sheet where you want the lead details to be stored. For our example, choose ‘Facebook Leads’ as the spreadsheet and ‘Affiliate Marketing’ as the sheet.
Select Google Sheets as the action application. Choose ‘Add New Row’ as the action event. Map the lead details to the correct columns.
Map the details from the trigger step, including full name, email, and phone number. This mapping ensures that the data is dynamic and updates automatically with each new lead. Click ‘Save and Send Test Request’ to verify that the data is correctly added to your Google Sheets.
5. Finalizing the Integration and Testing the Workflow
After setting up the action, it’s essential to test the workflow to ensure everything works smoothly. Go back to the lead ads testing tool, delete the previous test lead, and refresh the page. Select your page and lead form again to create a new test lead. using Pabbly Connect
Fill in the details for the new lead and submit. Check your Google Sheets to confirm that the new lead has been added successfully. This step verifies that your integration between Facebook leads and Google Sheets is complete and functional.
With the integration in place, you can now automate the process of capturing leads from Facebook directly into Google Sheets, streamlining your affiliate marketing efforts.
Conclusion
This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.
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In conclusion, this tutorial demonstrated how to integrate Facebook leads with Google Sheets using Action and Achievers. By following these steps, you can automate lead capture, saving time and enhancing your affiliate marketing strategy.