Learn how to use Pabbly Connect to integrate Facebook lead ads with Google Sheets for your counseling business. Follow this step-by-step tutorial for seamless automation.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Facebook Leads Integration
To start the integration of Facebook leads to Google Sheets, first, access Pabbly Connect. Sign up for a free account if you are a new user, or sign in if you already have an account. Pabbly Connect allows you to automate tasks and connect different applications seamlessly.
Once logged in, you will see your dashboard. Click on the ‘Create Workflow’ button to begin the process. This is where you will set up the automation that connects Facebook Lead Ads with Google Sheets for your counseling business.
2. Setting Up the Trigger in Pabbly Connect
In this step, you will set up the trigger that initiates the workflow in Pabbly Connect. Select Facebook Lead Ads as your trigger application, and choose the event ‘New Lead Instant.’ This means that every time a new lead is generated on Facebook, Pabbly Connect will capture it instantly.
- Select ‘Add a New Connection’ to connect your Facebook account.
- Choose your Facebook page and the specific lead form you want to use.
- Click on ‘Save and Send Test Request’ to ensure the connection is successful.
After setting up the trigger, you will be prompted to generate a dummy lead to test the connection. This step is crucial to confirm that Pabbly Connect is capturing leads correctly from your Facebook ads.
3. Configuring the Action Step in Google Sheets
Next, you will set up the action step in Pabbly Connect to send the captured leads to Google Sheets. Select Google Sheets as the action application and choose the event ‘Add a New Row.’ This action allows you to automatically add the details of each lead into your specified Google Sheet.
Click on ‘Add a New Connection’ and sign in to your Google account. Allow Pabbly Connect the necessary permissions to access your Google Sheets. After you successfully connect, select the spreadsheet and the specific sheet where you want the lead details to be stored.
- Map the fields from the Facebook lead to the corresponding columns in Google Sheets.
- For example, map the lead’s name, email, and phone number.
- Click on ‘Save and Send Test Request’ to check if the data is being added correctly.
Once the test is successful, your integration is almost complete. You should see the test lead data reflected in your Google Sheets.
4. Testing the Integration Workflow
After configuring both the trigger and action steps in Pabbly Connect, it’s time to test the entire workflow. Delete any previous test leads from your Facebook lead ads tool and refresh the page. This ensures that you can generate a new test lead without conflicts.
Go back to the Meta for Developers page, select your page and lead form, and submit a new dummy lead. Once submitted, check your Pabbly Connect dashboard to confirm that it has captured the new lead data.
If everything is set up correctly, you should see a positive response indicating that the lead details have been captured. Now, check your Google Sheets to verify that the new lead has been successfully added.
5. Conclusion
In conclusion, using Pabbly Connect to integrate Facebook leads with Google Sheets is an effective way to automate your counseling business. This tutorial walked you through the steps of setting up triggers and actions to ensure that every new lead is captured and logged efficiently.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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By following these steps, you can streamline your lead management process and focus more on serving your clients. Automating this workflow not only saves time but also enhances your business’s efficiency.