Automate Facebook Leads to Google Sheets and Salesforce CRM with Pabbly Connect

Learn how to automate the process of adding Facebook leads to Google Sheets and Salesforce CRM using Pabbly Connect. Step-by-step guide included. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating your Facebook leads using Pabbly Connect, first, access the platform by logging into your account. If you are new, you can create a free account in just two minutes by clicking the ‘Sign Up Free’ button. This account allows you to test various automation tasks.

Once logged in, you will be directed to the Pabbly Connect dashboard. Here, click on the blue button labeled ‘Create Workflow’ to initiate your automation process. You will be prompted to name your workflow, for instance, ‘Add Facebook Leads to Google Sheets and Salesforce CRM.’ Select a folder for your workflow and click ‘Create’ to proceed.

2. Setting Up Trigger and Action in Pabbly Connect

In this step, you will configure the trigger and action for your workflow in Pabbly Connect. The trigger indicates when an event occurs, while the action specifies what should happen next. For this integration, select Facebook Lead Ads as your trigger application.

• Select the trigger event to capture new leads.
• Add an action step for Google Sheets to store the lead data.
• Include another action step for Salesforce CRM to create a contact.

After selecting the applications, click on the connect button and authorize Pabbly Connect to access your Facebook account. This will allow you to choose the specific Facebook page associated with your lead ads. Ensure that the lead generation forms linked to this page are visible in the dropdown menu for further configuration.

3. Capturing Lead Data from Facebook

Once your trigger is set, you need to capture lead data from Facebook using Pabbly Connect. Click on the ‘Save and Send Test Request’ button after selecting your lead generation form. You will need to submit a sample lead through the Facebook Lead Ads Testing Tool, which allows you to simulate a lead submission.

After submitting the form, Pabbly Connect will instantly capture the lead details. You should see the response containing all relevant information such as name, email, city, job title, and other details. This confirms that the connection between Facebook Lead Ads and Pabbly Connect is functioning correctly.

4. Adding Lead Data to Google Sheets via Pabbly Connect

Next, configure the action step to add the captured lead data into Google Sheets using Pabbly Connect. Select the action event as ‘Add New Row’ to ensure that each new lead creates a new entry in your spreadsheet. Connect your Google Sheets account by authorizing Pabbly Connect to access your Google account.

• Select the specific spreadsheet you want to update.
• Map the lead data fields from Facebook to the corresponding columns in Google Sheets.
• Test the action by saving and sending a test request to ensure data is added correctly.

Upon successful mapping, every time a new lead is captured, their details will automatically populate into your specified Google Sheets. This eliminates the need for manual data entry and streamlines your recruitment process.

5. Creating a Contact in Salesforce CRM Using Pabbly Connect

The final step is to create a contact in Salesforce CRM using Pabbly Connect. Select Salesforce as your action application and choose the event to create a contact. Just like before, connect your Salesforce account by authorizing Pabbly Connect.

Map the required fields such as first name, last name, email, and phone number from the lead data captured via Facebook. This ensures that the correct information is transferred from your lead source to your CRM. After mapping the fields, click on ‘Save and Send Test Request’ to create the contact in Salesforce.

Once the test is successful, you should see the new contact appear in Salesforce CRM. This confirms that the integration is working seamlessly, allowing you to automate the process of adding leads from Facebook directly into your CRM.

Conclusion

In this tutorial, we demonstrated how to automate the process of adding Facebook leads to Google Sheets and Salesforce CRM using Pabbly Connect. This integration streamlines your recruitment efforts, saving you time and effort while ensuring accurate data management.