How to Add Facebook Leads to Google Sheets for CA Firm Using Pabbly Connect

Learn how to automate adding Facebook leads to Google Sheets for CA firms using Pabbly Connect. Step-by-step guide for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating the process of adding Facebook leads to Google Sheets, access Pabbly Connect by visiting its homepage. Once there, you can either sign in if you already have an account or click on ‘Sign up for free’ to create a new account. New users receive 100 free tasks every month to explore the platform.

After signing in, you’ll be directed to the dashboard of Pabbly Connect. Here, you can create workflows to automate various tasks. Click on the ‘Create Workflow’ button to begin setting up your integration between Facebook leads and Google Sheets.

2. Creating the Workflow in Pabbly Connect

In this step, you will create a workflow to connect Facebook leads to Google Sheets using Pabbly Connect. Name your workflow appropriately, for example, ‘Add Facebook Leads to Google Sheets for CA Firm’. Select the folder where you’d like to save this workflow.

• Click on ‘Create’ to open the trigger and action setup.
• Select ‘Facebook Lead Ads’ as your trigger application.
• Choose ‘New Lead Instant’ as the trigger event.

After setting the trigger, click on ‘Connect’ to establish a connection with your Facebook account. If prompted, authorize Pabbly Connect to access your Facebook leads account. This connection is crucial for capturing lead data automatically.

3. Configuring Facebook Leads in Pabbly Connect

Once the connection is established, you need to configure the Facebook lead settings in Pabbly Connect. First, select the Facebook page associated with your lead generation form. Then, choose the specific lead gen form you’ve created for your CA firm.

• Click ‘Save and Send Test Request’ to test the connection.
• Submit a test lead using the lead ads testing tool provided by Facebook.
• Check for a successful response in Pabbly Connect.

This step ensures that every new lead generated through your Facebook lead ads is captured and ready for the next stage of integration with Google Sheets.

4. Adding Google Sheets as an Action in Pabbly Connect

Now that you have successfully connected Facebook leads, it’s time to add Google Sheets as an action in your workflow. Select ‘Google Sheets’ as your action application and choose ‘Add New Row’ as the action event. This will allow you to automatically add lead details into your Google Sheets.

After connecting Google Sheets to Pabbly Connect, select the specific spreadsheet where you want to store your lead data. Ensure that the fields in your Google Sheets (like name, email, and phone number) match the fields from your Facebook lead form.

Map the data from the Facebook lead response to the corresponding fields in Google Sheets. Click ‘Save and Send Test Request’ to add a test lead to your Google Sheets.

Check your Google Sheets to confirm that the lead details have been added successfully, demonstrating that the integration works flawlessly through Pabbly Connect.

5. Completing the Workflow and Final Checks

With the workflow set up, you can now ensure that every new lead generated from Facebook will automatically populate in your Google Sheets. This automation saves time and ensures accurate record-keeping for your CA firm.

Review your entire setup in Pabbly Connect to ensure everything is configured correctly. Make sure the connections between Facebook leads and Google Sheets are functioning as intended. You can run additional tests to confirm that new leads are being captured and recorded seamlessly.

By following these steps, you have successfully automated the process of adding Facebook leads to Google Sheets. This integration not only streamlines your workflow but also enhances your efficiency in managing leads for your CA firm.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate adding Facebook leads to Google Sheets for CA firms. By following the precise steps outlined, you can efficiently manage your lead data without manual entry, enhancing your firm’s productivity.