Integrating Facebook Leads to Google Sheets Using Pabbly Connect

Learn how to seamlessly integrate Facebook Leads with Google Sheets using Pabbly Connect in this step-by-step tutorial for your SaaS product. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate Facebook leads with Google Sheets, you first need to access Pabbly Connect. Start by visiting the Pabbly website and signing in to your account. If you are a new user, you can sign up for free and receive 100 free tasks every month.

After signing in, you will see the ‘All Apps’ window. From here, select Pabbly Connect by clicking on the ‘Access Now’ button. This will direct you to the Pabbly Connect dashboard where you can create your automation workflow.

2. Creating a Workflow in Pabbly Connect

To begin your automation process in Pabbly Connect, you need to create a workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialogue box will appear asking for a workflow name.

• Enter a name for your workflow, such as ‘Innova Tech Facebook Lead Ads to Google Sheets’.
• Select a folder to save your workflow. You can choose an existing folder or create a new one.
• Click on the ‘Create’ button to finalize your workflow setup.

Once your workflow is created, you will see two windows: one for the trigger and the other for the action. The trigger indicates when the automation will start, while the action specifies what will happen as a result.

3. Setting Up the Trigger with Facebook Lead Ads

The next step in Pabbly Connect is to set up the trigger for your workflow. Click on the arrow in the trigger window and select ‘Facebook Lead Ads’ as your trigger application. Then, choose ‘New Lead’ as the trigger event, which means that every time a new lead is generated, this event will trigger the automation.

After selecting the trigger application and event, click on ‘Connect’ to authorize Pabbly Connect with Facebook Lead Ads. You will be prompted to add a new connection if you do not have one already.

• Click ‘Connect with Facebook Lead Ads’ to authorize.
• Select your Facebook page where the lead ads are running.
• Choose the lead generation form you created for your ads.

After successfully setting up your trigger, you will need to test it by generating a sample lead to ensure that Pabbly Connect captures the data correctly.

4. Setting Up the Action with Google Sheets

Now that the trigger is set up, it’s time to configure the action step in Pabbly Connect. Click on the arrow in the action window and select ‘Google Sheets’ as your action application. The action event should be set to ‘Add New Row’, which means that every time a new lead is captured, a new row will be added to your Google Sheets.

Click on ‘Connect’ to authorize Pabbly Connect with Google Sheets. You will need to add a new connection by signing in with your Google account. Allow the necessary permissions for Pabbly Connect to access your Google Sheets.

Select the spreadsheet where you want to save the data, such as ‘Innova Tech Customer Details’. Choose the specific sheet within the spreadsheet, like ‘Sheet1’. Map the fields for name, email, and phone number from the Facebook lead data.

After mapping all the necessary fields, click on ‘Save and Send Test Request’ to send a test lead to Google Sheets. Check your Google Sheets to confirm that the data has been transferred successfully.

5. Testing the Integration and Finalizing

With the action step configured, it is essential to test the integration between Facebook Lead Ads and Google Sheets using Pabbly Connect. Go back to your lead ads testing tool and generate a new test lead. Make sure to delete any previous leads to avoid conflicts.

After submitting the test lead, return to your Google Sheets to verify that the new lead details are correctly captured. You should see the name, email, and phone number populated in the designated columns.

Repeat the process to ensure reliability. If everything functions correctly, you have successfully automated the integration of Facebook leads into Google Sheets using Pabbly Connect.

Conclusion

In this tutorial, we have demonstrated how to integrate Facebook leads with Google Sheets using Pabbly Connect. This automation allows for seamless data transfer, enhancing your SaaS product’s efficiency. By following the steps outlined, you can streamline your lead management process effectively.