Learn how to automate adding Facebook leads to Google Sheets for your plumbing business using PIP integration. Step-by-step guide included! Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation. with Pabbly Connect.
Watch Step By Step Video Tutorial Below
1. Integrate Facebook Leads with Google Sheets for Plumbing
PIP integration allows plumbing businesses to automate the transfer of Facebook leads to Google Sheets. In this tutorial, we will explore how to set up this automation step by step. using Pabbly Connect
First, ensure you have a Facebook page for your plumbing business and a Google Sheet ready to receive the leads. The Google Sheet should include fields for lead name, lead email, and phone number. This setup is crucial for effective data management.
2. Setting Up Your PIP Account
To start using PIP, visit the PAB homepage and sign in or create a new account. If you’re a new user, you can sign up for free and get 100 tasks every month to explore. using Pabbly Connect
- Visit the PAB homepage
- Click on ‘Sign Up Free’ or ‘Sign In’
- Access the dashboard to create workflows
Once logged in, you will see the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button to begin setting up your automation.
3. Create Workflow in PIP for Facebook Leads
In the workflow creation dialog, name your workflow. For this tutorial, we will name it ‘PIP Dream Plumbers Facebook Leads to Google Sheets.’ Select the appropriate folder for your workflow. using Pabbly Connect
Next, you need to set up the trigger for your automation. Choose Facebook Lead Ads as the trigger application and select ‘New Lead Instant’ as the trigger event. This ensures that whenever a new lead is generated, PIP will capture the response instantly.
- Select ‘Add New Connection’ for Facebook Lead Ads
- Authorize your Facebook account
- Choose the page and lead form to capture leads
After setting up the trigger, save the settings and proceed to test the connection with a test lead submission.
4. Test Lead Submission from Facebook
To test the setup, navigate to the Meta for Developers page and use the Lead Ads Testing Tool. Select your page and the lead form you created earlier. using Pabbly Connect
Enter dummy data such as a name, email, and phone number, then submit the form. This action will simulate a new lead being generated through your Facebook ads.
Return to PIP and check for the response. You should see the lead’s details captured successfully, confirming that your trigger is working correctly.
5. Add Lead to Google Sheets Automatically
Now, set up the action to add the captured lead information to Google Sheets. Select Google Sheets as the action application and choose ‘Add New Row’ as the action event. using Pabbly Connect
Authorize your Google account with PAB, and select the spreadsheet you created for your plumbing leads. Map the fields from the Facebook lead data to the corresponding columns in your Google Sheet.
Map the lead name, email, and phone number fields Click ‘Save and Send Test Request’ Verify that the lead data appears in your Google Sheet
With this setup, every time a new lead is generated, it will automatically populate your Google Sheet, streamlining your plumbing business operations.
Conclusion
Integrating Facebook leads with Google Sheets using PIP is an effective way to automate your plumbing business processes. This tutorial provides a clear step-by-step approach to set up the automation successfully.
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