Learn how to seamlessly integrate Facebook Leads with Google Sheets for your biotech company using Pabbly Connect. Step-by-step tutorial included. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To integrate Facebook Leads with Google Sheets for your biotech company, start by accessing Pabbly Connect. Open your web browser and navigate to the Pabbly website. If you already have an account, click on the ‘Sign In’ button. New users can sign up for free to access 100 tasks monthly.
Once signed in, you will see the Pabbly dashboard. Select Pabbly Connect from the list of applications by clicking on ‘Access Now.’ This will take you to the Pabbly Connect dashboard where you can create your automation workflow.
2. Creating a Workflow in Pabbly Connect
In Pabbly Connect, create a new workflow to automate the lead transfer. Click on the ‘Create Workflow’ button located at the top right corner. A dialog box will prompt you to name your workflow. Input a descriptive name, such as ‘Biop Plus Facebook Leads to Google Sheets.’ Choose a folder for organization.
- Click on the arrow to select your folder.
- After selecting the folder, click ‘Create’ to finalize your workflow.
Now that the workflow is created, you will see two sections: Trigger and Action. These are crucial for setting up the automation process. The Trigger is the event that starts the workflow, while the Action is what happens as a result. In this case, the Trigger will be Facebook Lead Ads.
3. Setting Up the Trigger in Pabbly Connect
To start, you need to configure the Trigger in Pabbly Connect. Click on the arrow in the Trigger section and select ‘Facebook Lead Ads’ as your trigger application. Next, choose the trigger event, which should be set to ‘New Lead Instant.’ This means every time a new lead is generated, Pabbly Connect will capture the data.
After selecting the trigger application and event, click on ‘Connect’ to authorize Facebook Lead Ads with Pabbly Connect. A new window will open prompting you to add a new connection. Click on ‘Add New Connection’ and then select ‘Connect with Facebook Lead Ads.’ You will need to authorize access to your Facebook account.
4. Configuring the Action in Pabbly Connect
After setting up the Trigger, now configure the Action in Pabbly Connect. Click on the arrow in the Action section and select ‘Google Sheets’ as your action application. The action event should be set to ‘Add New Row,’ allowing data from Facebook Leads to be added as a new row in your Google Sheets.
- Click ‘Connect’ to authorize Google Sheets with Pabbly Connect.
- Select the appropriate spreadsheet and sheet where the data will be stored.
For example, if your spreadsheet is named ‘Biop Plus Customer Details,’ select it and then choose the specific sheet, like ‘Sheet1,’ for data entry. Next, map the fields from Facebook Leads to the corresponding columns in Google Sheets, ensuring that the name, email, and mobile number are accurately captured.
5. Testing the Integration with Pabbly Connect
Once the Trigger and Action are configured, it’s time to test the integration in Pabbly Connect. Generate a test lead using the Facebook Lead Ads Testing Tool. Fill in the required fields such as full name, email, and mobile number, and submit the form. After submission, return to Pabbly Connect to check if the response has been captured.
If successful, you should see the captured lead details in the Pabbly Connect interface. Finally, check your Google Sheets to confirm that the new row with the lead’s information has been added correctly. Repeat the test as needed to ensure everything is functioning smoothly.
Conclusion
In this tutorial, we demonstrated how to integrate Facebook Leads with Google Sheets using Pabbly Connect. This automation allows your biotech company to efficiently manage leads by transferring data seamlessly into your spreadsheets. By following these steps, you can streamline your lead management process effectively.
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