Integrating Lead with Details Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Lead with Details using Pabbly Connect for your catering service. This detailed tutorial covers all necessary steps for automation. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

Setting Up Integration with Lead and Details

Integrating Lead with Details is essential for automating your catering service. This process begins by using PAB to connect Facebook Lead Ads and Google Sheets. using Pabbly Connect

First, navigate to PAB’s website and log in. If you don’t have an account, sign up for free. Once logged in, click on ‘Access Now’ under PAB Connect to reach the dashboard.

Creating a New Workflow in PAB

Creating a new workflow in PAB is straightforward. Start by clicking the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Add Catering Service Leads to Google Sheets’. Select a folder to save your workflow, then click ‘Create’. using Pabbly Connect

Now, you will see two main boxes: Trigger and Action. The Trigger is where you will set up the Facebook Lead Ads. Click on the Trigger box and search for ‘Facebook Lead Ads’. Select the trigger event as ‘New Lead Instant’.

• Click on ‘Add New Connection’ to link your Facebook account.
• Authorize PAB to access your Facebook Lead Ads.
• Select the relevant Facebook Page and Lead Gen Form.

After setting up the trigger, you will need to map the details from your Facebook Lead Ads to Google Sheets.

Mapping Lead Details to Google Sheets

Mapping the lead details to Google Sheets involves connecting your Google account to PAB. For this, click on the Action box and select ‘Google Sheets’. Set the action event as ‘Add New Row’. using Pabbly Connect

Click on ‘Add New Connection’ to sign in to your Google account. Once connected, select the Google Sheet you wish to use for storing lead details. Make sure you have a spreadsheet named ‘Facebook Leads’ with columns for First Name, Last Name, Email, Phone Number, and City.

• Map the First Name from the lead response.
• Map the Last Name, Email, Phone Number, and City accordingly.
• Click ‘Save and Send Test Request’ to check the integration.

After successfully mapping, you can check your Google Sheets to verify that the new lead details have been added.

Testing the Integration

Testing the integration is crucial to ensure everything works as expected. To do this, go back to Facebook and preview your lead form. Fill it out with dummy details like first name, last name, email, phone number, and city. using Pabbly Connect

Submit the form and return to PAB. Check the response from the Facebook Lead Ads to confirm that the details were captured correctly. You should see the lead details reflecting in your Google Sheets.

For example, if you filled out the form with ‘Demo User’, the email as ‘[email protected]’, and the city as ‘Indore’, these should appear as a new row in your Google Sheets.

Conclusion

Integrating Lead with Details using Pabbly Connect allows for seamless automation of your catering service leads. By following the steps outlined, you can efficiently manage your leads in Google Sheets, saving time and improving your workflow.