Learn how to automate sending Facebook leads to Google Sheets based on location using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Automation
To automate sending Facebook leads to Google Sheets, you first need to access Pabbly Connect. Start by creating a free account on the Pabbly Connect website. This process takes just a few minutes.
Once logged in, navigate to the dashboard. Here, you will find a blue button labeled ‘Create Workflow’. Click on this button to begin setting up your automation. You will then provide a name for your workflow, such as ‘Send Facebook Leads to Different Google Sheets Automatically’.
2. Setting Up Trigger and Action in Pabbly Connect
In this section, you will set up the trigger and action within Pabbly Connect. The trigger will be the Facebook Lead Ads, and the action will be Google Sheets. Select the Facebook Lead Ads application as your trigger.
- Choose ‘New Lead Instant’ as the trigger event.
- Connect your Facebook account to Pabbly Connect.
- Select the Facebook page and form associated with the leads.
After selecting your form, you will need to make a sample submission. This allows Pabbly Connect to capture the lead data. Once the lead data is captured, you can proceed to set up the action.
3. Using Router Feature in Pabbly Connect
The router feature in Pabbly Connect allows you to send leads to different Google Sheets based on the selected city. To set this up, add a router step after the trigger. You will create three router steps for Bopal, Indore, and Pune.
- Rename the first router step to ‘Bopal’.
- Set a filter for the city field to check if it equals ‘Bopal’.
- Select Google Sheets as the action for this router step.
Repeat this process for the other two cities, Indore and Pune, ensuring that the correct filters are set for each router step. This setup allows Pabbly Connect to direct leads to the appropriate Google Sheets based on the city selected in the form.
4. Mapping Data to Google Sheets in Pabbly Connect
After setting up the router steps, the next task is to map the lead data to the respective Google Sheets. In Pabbly Connect, select the specific spreadsheet where you want the lead data to go based on the router step.
Make sure to map the corresponding fields from the lead data to the columns in Google Sheets. For instance, map the name, email, phone number, and city from the lead data to the respective columns in the selected Google Sheet.
5. Testing and Activating Your Pabbly Connect Workflow
Once everything is set up, it’s time to test your workflow in Pabbly Connect. Fill out the lead form again to simulate a new lead submission. Check if the data appears in the correct Google Sheet based on the selected city.
If the data appears correctly, activate your workflow. From now on, every time a lead is submitted via the Facebook form, Pabbly Connect will automatically direct the information to the appropriate Google Sheet without any manual work required.
Conclusion
In this tutorial, you learned how to automate sending Facebook leads to Google Sheets using Pabbly Connect. This integration streamlines the process, allowing for efficient data management without manual input. Start using Pabbly Connect today to enhance your automation tasks.
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