Learn to automate the process of adding Facebook leads to Google Sheets for your children’s nutrition brand using Pabbly Connect. Follow this step-by-step guide. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Automation
To begin the process of adding Facebook leads to Google Sheets, you need to access Pabbly Connect. This platform allows for seamless integration between various applications, specifically Facebook Lead Ads and Google Sheets.
Start by visiting the Pabbly Connect website. If you’re a new user, you can sign up for free and get 100 free tasks each month. Existing users should simply sign in to their account. Once logged in, you will see the Pabbly apps window where you can select Pabbly Connect to proceed with the automation.
2. Creating a Workflow in Pabbly Connect
The next step is to create a workflow that will facilitate the transfer of data. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard. A dialog box will appear asking for a workflow name. Name your workflow something descriptive, such as ‘Nutrition Facebook Leads to Google Sheets’. using Pabbly Connect
- Select a specific folder to save your workflow.
- Click on the drop-down arrow to choose the folder.
After selecting your folder, click on the ‘Create’ button. This will set up the workflow, which consists of two main components: trigger and action. The trigger will be Facebook Lead Ads, and the action will be Google Sheets.
3. Setting Up the Trigger with Facebook Lead Ads
In this section, you will configure the trigger for your workflow. Click on the arrow in the trigger section to choose your trigger application, which will be Facebook Lead Ads. For the trigger event, select ‘New Lead Instant’. This ensures that every time a new lead is generated, the information will be captured automatically by Pabbly Connect.
Next, click on the ‘Connect’ button to link your Facebook Lead Ads with Pabbly Connect. A new window will appear where you can add a new connection. If you already have an existing connection, you can select that instead. After authorizing the connection, choose your Facebook business page and the lead form you created. Click on ‘Save and Send Test Request’ to ensure everything is set up correctly.
4. Setting Up the Action with Google Sheets
Now, it’s time to configure the action step in your workflow. Select Google Sheets as your action application and choose the action event ‘Add New Row’. This means that whenever a new lead is captured, a new row will be added to your Google Sheets.
Click on the ‘Connect’ button to connect Google Sheets with Pabbly Connect. You will need to sign in with your Google account and allow permissions for Pabbly Connect to access your Google Sheets. After connecting, select the spreadsheet where you want the data to be stored. Make sure to map the fields correctly to ensure that the name, email, and phone number from Facebook Lead Ads populate the corresponding columns in Google Sheets.
- Map the name field from the previous step to the corresponding column in Google Sheets.
- Repeat the mapping for email and phone number fields.
After mapping the data, click on ‘Save and Send Test Request’ to verify that the data is being sent to Google Sheets correctly.
5. Testing the Automation Process
Once you have completed the setup, it’s essential to test the automation to ensure it works as intended. Generate a test lead using the Facebook Lead Ads testing tool. Fill in the required details and submit the form. After submitting, check your Pabbly Connect account to see if the lead information has been captured.
If the test lead appears in Pabbly Connect, you can then check your Google Sheets to confirm that the data has been successfully transferred. If everything looks good, you have successfully set up an automation that transfers Facebook leads directly into Google Sheets.
To further validate the setup, you can generate another test lead and ensure the data continues to flow smoothly into your Google Sheets. This confirms that the integration between Facebook Lead Ads and Google Sheets through Pabbly Connect is functioning perfectly.
Conclusion
In this tutorial, we demonstrated how to automate the process of adding Facebook leads to Google Sheets for your children’s nutrition brand using Pabbly Connect. By following these steps, you can streamline your lead management and ensure your data is organized efficiently.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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