Integrate Facebook Leads with Gmail Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Facebook Leads with Gmail using Pabbly Connect for seamless automation. Follow our step-by-step tutorial to get started! 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 Facebook Leads Integration

To start integrating Facebook Leads with Gmail, first access Pabbly Connect. This platform allows you to automate workflows seamlessly. If you’re new, sign up for an account, which takes less than two minutes, and you will receive 100 free tasks.

Once logged in, you will see the Pabbly Connect dashboard. Here, click on the ‘Create Workflow’ button located on the right-hand side. This will open a dialog box where you can name your workflow based on your objective, such as ‘Notify Team for New Facebook Leads’.

2. Setting Up the Trigger Event with Facebook Lead Ads

In this section, you will set up the trigger event for your workflow using Pabbly Connect. The trigger will be set to ‘New Lead Instant’ from Facebook Lead Ads. This means every time a new lead is generated, the workflow will automatically run.

• Click on ‘Connect’ to link your Facebook Lead Ads account.
• Select ‘Add New Connection’ if it’s your first time connecting.
• Choose the relevant Facebook page that contains your lead generation form.

After saving and sending a test request, Pabbly Connect will wait for a webhook response. This response is crucial for confirming that the integration is set up correctly.

3. Testing the Integration with a Test Lead

Now that your trigger is set up, it’s time to test the integration using Pabbly Connect. You will create a test lead using the Metaphor developers page, specifically using the lead ads debug tool. This ensures that your integration can receive data correctly.

To test, follow these steps:

• Select the page for which you want to create a test lead.
• Fill in the test lead details, such as name, phone number, and email address.
• Submit the form to generate a test lead.

Once submitted, return to Pabbly Connect to check if the response includes the lead details such as name, phone number, and email address. This verifies that the integration is working as expected.

4. Setting Up the Action Event to Send Email via Gmail

After successfully testing the trigger, the next step involves setting up the action event using Pabbly Connect. In this case, the action will be to send an email through Gmail every time a new lead is generated.

Follow these steps to configure the action:

Select ‘Send Email’ as the action event. Connect your Gmail account by selecting ‘Add New Connection’. Fill in the recipient’s email address, sender’s name, and email subject.

Don’t forget to map the information from the previous step, such as the lead’s name, email, and contact number, into the email body. This ensures that each email sent contains the most recent lead information.

5. Verifying Successful Integration and Real-Time Testing

With both the trigger and action set up, it’s time to verify the successful integration using Pabbly Connect. You can do this by submitting another test lead through the Metaphor developers page.

Once you’ve submitted a new lead, check your email inbox to confirm that the notification email has been received. This will indicate that the integration is functioning correctly and that your team is being notified as intended.

In summary, the integration process involved setting up Facebook Lead Ads as a trigger and Gmail as an action through Pabbly Connect. This automation helps streamline your lead notification process, ensuring timely communication with your team.

Conclusion

In this tutorial, we demonstrated how to integrate Facebook Leads with Gmail using Pabbly Connect. This automation allows for real-time notifications to your team whenever a new lead is generated, enhancing your business efficiency.