How to Add New Facebook Leads to MS Excel Using Pabbly Connect

Learn how to integrate Facebook Lead Ads with MS Excel using Pabbly Connect. Follow this step-by-step guide for seamless automation of lead data. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

Setting Up Pabbly Connect for Facebook Leads Integration

To start integrating Facebook Lead Ads with MS Excel, you need to access Pabbly Connect. This platform allows you to automate workflows seamlessly. Begin by visiting the Pabbly Connect homepage and signing in or signing up for a free account to explore its features.

Once logged in, you will see the Pabbly Connect dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow, such as ‘Add New Facebook Leads to Microsoft Excel,’ and select a folder for organization.

Configuring the Trigger with Facebook Lead Ads

After setting up your workflow in Pabbly Connect, the next step is to configure the trigger application. Choose ‘Facebook Lead Ads’ as your trigger application and select the trigger event as ‘New Lead Instant.’ This selection ensures that every time a new lead is generated, Pabbly Connect captures it immediately.

To connect your Facebook account, click on ‘Connect’ and select ‘Add New Connection.’ Enter a name for the connection, such as ‘MS Excel,’ and authorize the connection. After successful authorization, select your Facebook page and the lead form you want to use. This setup allows Pabbly Connect to receive lead data from your specified Facebook lead form.

Setting Up the Action to Add Leads to MS Excel

With the trigger configured, the next step is to set up the action in Pabbly Connect. Choose ‘Microsoft Excel’ as the action application and select the action event as ‘Add a Row to Worksheet.’ This action will send the captured lead data to your Excel sheet.

Click on ‘Connect’ to establish a connection with your Microsoft Excel account. If prompted, accept the permissions for Pabbly Connect to access your Excel data. After successful connection, specify the workbook where you want the leads to be added. Make sure to select the correct worksheet where the data will be stored.

• Select the workbook named ‘Facebook Leads’.
• Choose the worksheet as ‘Sheet1’.
• Map the fields for full name, email, and phone number.

After mapping the fields, click on ‘Save and Send Test Request’ to confirm the integration. You should receive a successful response indicating that the lead data has been added to your Excel sheet.

Testing the Automation Workflow

Now that you have set up the integration between Facebook Lead Ads and MS Excel using Pabbly Connect, it’s essential to test the automation. Start by generating a test lead in your Facebook lead form. You can do this by using the Meta for Developers tool to submit a test lead with dummy data.

Once you submit the test lead, return to Pabbly Connect to check if the lead data has been captured successfully. You should see the details of the test lead, including the first name, last name, email, and phone number. This confirmation indicates that the trigger is working correctly.

• Delete previous test leads to avoid conflicts.
• Use the same lead form to generate new test data.
• Verify that the new lead appears in your Excel sheet.

After confirming that the test lead appears in your Excel sheet, your automation is successfully set up and ready to use.

Conclusion

In this tutorial, we demonstrated how to integrate Facebook Lead Ads with MS Excel using Pabbly Connect. By following these steps, you can automate the process of adding new leads to your Excel sheet seamlessly. This integration not only saves time but also ensures accurate lead management.