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

Learn how to integrate Facebook leads with Google Sheets using Pabbly Connect for your CA firm. Step-by-step tutorial for seamless automation. 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

Accessing Pabbly Connect for Automation

To automate the process of adding Facebook leads to Google Sheets for your CA firm, you need to access Pabbly Connect. Start by navigating to the Pabbly Connect homepage. You can do this by entering the URL directly into your browser.

Once on the homepage, you will see options to sign in or sign up for free. If you are a new user, click on the ‘Sign up for free’ button to create your account. After signing up, you will receive 100 free tasks every month, allowing you to explore Pabbly Connect’s features and test various automations.

Creating a Workflow in Pabbly Connect

After signing in, you will be directed to the dashboard of Pabbly Connect. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. A dialog box will appear where you need to name your workflow. For this integration, name it ‘Add Facebook Leads to Google Sheets for CA Firm’.

Select the folder where you want to save your workflow. Once you’ve selected the folder, click on the ‘Create’ button to proceed. This action will open two windows: one for the trigger and one for the action, which are essential components of the automation process.

Setting Up Trigger and Action in Pabbly Connect

In this step, you will set up the trigger and action in Pabbly Connect. Choose ‘Facebook Lead Ads’ as your trigger application. The trigger event will be ‘New Lead Instant’, meaning that whenever a new lead is generated, the workflow will trigger automatically.

Click on the ‘Connect’ button and select ‘Add New Connection’ to create a connection with your Facebook Leads account. After successful authorization, select your Facebook page and the lead generation form you created. Click on ‘Save and Send Test Request’ to confirm that the connection is established. The system will show ‘Waiting for Webhook Response’, indicating that it’s ready to capture lead data.

• Select ‘Facebook Lead Ads’ as the trigger application.
• Choose ‘New Lead Instant’ as the trigger event.
• Connect your Facebook account to Pabbly Connect.
• Select your Facebook page and lead form.

After submitting the form, you will see the response containing the lead details, confirming that the connection is successful. This setup ensures that every new lead generated through Facebook will be captured by Pabbly Connect.

Adding Lead Details to Google Sheets

Next, you will connect Google Sheets to Pabbly Connect to store the lead details. Select ‘Google Sheets’ as your action application and choose ‘Add New Row’ as the action event. Click on ‘Connect’ and either create a new connection or use an existing one.

Once connected, select the spreadsheet named ‘Leads Data’ and the appropriate sheet. You will need to map the fields from the lead form to the corresponding columns in Google Sheets: name, email, and phone number. This mapping ensures that the data from Facebook leads is accurately transferred to your Google Sheets.

• Select ‘Google Sheets’ as the action application.
• Choose ‘Add New Row’ as the action event.
• Map the lead data fields to Google Sheets columns.

After mapping, click ‘Save and Send Test Request’ to verify that the lead details are added to your Google Sheets. Check your spreadsheet to confirm that the new lead’s information appears correctly, indicating that the integration is functioning as intended.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

Summary and Conclusion

In this tutorial, we demonstrated how to automate the process of adding Facebook leads to Google Sheets for your CA firm using Pabbly Connect. By setting up a trigger with Facebook Lead Ads and an action with Google Sheets, you can seamlessly capture and store lead information without manual effort.

This integration not only streamlines your workflow but also ensures that you have an organized record of all leads generated through Facebook ads. Utilizing Pabbly Connect allows for efficient automation, making it easier to manage your leads and follow up effectively.