Learn how to automate Facebook lead forwarding to Gmail using Pabbly Connect in this step-by-step tutorial. Simplify your lead management process today! 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 begin automating Facebook lead forwarding to Gmail, you first need to access Pabbly Connect. Open your browser and type in ‘Pabbly.com/connect’ to reach the Pabbly Connect dashboard.
Once on the site, sign in to your account. If you are a new user, you can sign up for free, receiving 100 tasks each month. After signing in, navigate to Pabbly Connect to create a new workflow.
2. Creating a Workflow in Pabbly Connect
After accessing Pabbly Connect, click on ‘Create Workflow’. You will then be prompted to name your workflow, such as ‘Automate Facebook Lead Forwarding to a Specific Email Address’. Organize it by selecting a folder, like ‘Facebook Lead Automations’.
- Click on ‘Create’ to finalize the workflow setup.
- Two boxes will appear for Trigger and Action applications.
- Choose Facebook Lead Ads as the Trigger and Gmail as the Action application.
Now, you have successfully set up your workflow in Pabbly Connect. This will allow you to automate the process of sending new leads from Facebook to Gmail.
3. Setting Up Facebook Lead Ads as Trigger
In this step, you will configure Facebook Lead Ads as the trigger in Pabbly Connect. Select ‘New Lead Instant’ as the trigger event. Click on ‘Connect’ to establish a connection with your Facebook account.
If you don’t have an existing connection, click ‘Add New Connection’. Once connected, choose your Facebook page, for example, ‘Voyage Ventures’, and select the lead form you want to use.
- Ensure to select the correct lead form from your Facebook account.
- Click ‘Save and Send Test Request’ to verify the connection.
This configuration allows Pabbly Connect to capture new leads generated from your Facebook ads, setting the stage for the next steps in your automation process.
4. Configuring Gmail as Action Application
Next, you will set Gmail as the action application in Pabbly Connect. Select ‘Send Email V1’ as the action event and click ‘Connect’. If you need to create a new connection, authorize Pabbly Connect to access your Gmail account.
Once connected, fill in the recipient email addresses where you want to send the leads. You can enter multiple addresses separated by commas. Draft the email content, including details like name, phone number, and destination.
Enter the subject line, such as ‘New Facebook Lead’. Map the fields from your Facebook lead response to the email content.
With these details mapped, click ‘Save and Send Test Request’ to send a test email. This confirms that your automation is functioning correctly through Pabbly Connect.
5. Testing the Integration
Finally, to ensure everything is working, perform a test by submitting a new lead through your Facebook lead form. Go to the lead ads testing tool, submit a dummy lead, and check if the email is received in Gmail.
After submitting, check your Gmail to confirm that the email with the lead details has been successfully sent. This verifies that Pabbly Connect is effectively automating the process from Facebook to Gmail.
If everything works as intended, you can now rely on Pabbly Connect for seamless lead management. This integration ensures no leads are missed, streamlining your workflow efficiently.
Conclusion
In this tutorial, we explored how to automate Facebook lead forwarding to Gmail using Pabbly Connect. This integration simplifies your lead management process, ensuring timely follow-ups and efficient communication.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
- Check out Pabbly Connect – Automate your business workflows effortlessly!
- Sign Up Free – Start your journey with ease!
- 10,000+ Video Tutorials – Learn step by step!
- Join Pabbly Facebook Group – Connect with 21,000+ like minded people!