Learn how to automate the process of adding Facebook leads to Google Sheets for the event management sector using Pabbly Connect. Step-by-step guide included. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.
Watch Step By Step Video Tutorial Below
1. Setting Up Pabbly Connect for Facebook Leads
To start integrating Facebook leads into Google Sheets for the event management sector, you need to access Pabbly Connect. First, sign in to your existing account or create a new one to utilize the free 100 tasks per month offered by Pabbly.
Once logged in, navigate to the Pabbly Connect dashboard. Click on the ‘Create Workflow’ button located in the top right corner. In the dialog box, name your workflow, for example, ‘Add Facebook Leads to Google Sheets,’ and choose the appropriate folder for organization.
2. Creating Trigger and Action Workflow in Pabbly Connect
In this section, we will establish a trigger and action workflow using Pabbly Connect. The trigger application will be Facebook, and the action application will be Google Sheets. Select ‘Facebook Leads’ as your trigger application and set the trigger event to ‘New Lead Instant.’ This means that every time a new lead is generated, the workflow will activate.
- Select ‘Facebook Leads’ as the trigger application.
- Choose the trigger event as ‘New Lead Instant.’
- Set the action application as Google Sheets.
After selecting the trigger and action applications, click on ‘Connect’ to establish a connection between Facebook Leads and Pabbly Connect. This integration allows for seamless data transfer whenever a new lead is generated from Facebook ads.
3. Configuring Facebook Leads in Pabbly Connect
Now that the trigger is set up, it’s time to configure the Facebook Leads integration with Pabbly Connect. Click on the ‘Connect with Facebook Lead Ads’ button to authorize the connection. Ensure you’re logged into your Facebook account to facilitate this process.
After successful authorization, you will need to select the Facebook page and the lead generation form associated with your business. In this case, select the page named ‘Sparkle Evenings’ and the lead form named ‘New Contact Leads Form.’ This step is crucial as it defines which leads will be captured by Pabbly Connect.
4. Testing the Integration with Pabbly Connect
To ensure that the integration works correctly, you must conduct a test submission. After selecting your lead form, click on ‘Save and Send Test Request’ in Pabbly Connect. This action will prompt the system to wait for a webhook response, indicating that it’s ready to receive data.
- Go to the Meta for Developers page to create a test lead.
- Select your page and lead form, then submit a test lead.
- Check the response in Pabbly Connect to confirm lead capture.
Once the test lead is submitted, return to Pabbly Connect to verify that the lead details are recorded successfully. This step confirms that your integration is set up correctly and is functioning as expected.
5. Adding Leads to Google Sheets with Pabbly Connect
After testing the integration, the final step is to connect Google Sheets with Pabbly Connect. Click on ‘Connect’ to establish the connection with Google Sheets and authorize access to your account.
Once connected, select the specific spreadsheet and sheet where you want to store the lead information. In this case, select the spreadsheet named ‘Facebook Leads New’ and ensure the fields for lead email, lead name, and phone number are correctly mapped from the Facebook lead data.
Click on ‘Save and Send Test Request’ again to confirm that the lead details are successfully added to Google Sheets. Check your Google Sheets to see that the new lead details appear in a new row, indicating that the integration works flawlessly.
Conclusion
In this tutorial, we explored how to use Pabbly Connect to automate the process of adding Facebook leads to Google Sheets for the event management sector. This integration streamlines lead management and enhances efficiency, ensuring that your business can respond to leads promptly.
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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