Learn how to integrate Facebook Leads with Google Sheets using Pabbly Connect. This detailed tutorial provides step-by-step instructions for Polymer Industries. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Automation
To begin integrating Facebook leads with Google Sheets, first access Pabbly Connect. This platform allows you to automate workflows efficiently. Start by visiting the Pabbly Connect website and either sign in or sign up for a free account.
After signing in, you will reach the dashboard of Pabbly Connect. Here, you can create new workflows which will connect different applications. Click on the ‘Create Workflow’ button to initiate the process of linking Facebook leads to Google Sheets.
2. Creating a Workflow in Pabbly Connect
In this section, you will create a workflow specifically for adding Facebook leads to Google Sheets. After clicking on ‘Create Workflow’, name your workflow, for instance, ‘Poly Crafters Facebook Lead Ads to Google Sheets’. Organizing your workflows into specific folders can also be beneficial.
Next, you need to set up the trigger and action. The trigger will be Facebook Lead Ads, and the action will be Google Sheets. This setup means that whenever a new lead is generated on Facebook, Pabbly Connect will automatically add that lead’s details into a new row in Google Sheets.
- Select ‘Facebook Lead Ads’ as the trigger application.
- Choose ‘New Lead’ as the trigger event.
- Connect your Facebook account to Pabbly Connect.
After configuring the trigger, you will need to test it to ensure it captures the leads correctly. This is crucial for the subsequent steps.
3. Setting Up the Trigger with Facebook Lead Ads
Now that you have your workflow created, it’s time to set up the trigger. In Pabbly Connect, select your trigger application as Facebook Lead Ads. Click on ‘Connect’ to establish a connection with your Facebook account.
Once connected, select the specific Facebook page and lead form you want to use. This will ensure that only leads from your chosen form are captured. After setting this up, click on ‘Save and Send Test Request’ to check if the integration works correctly.
- Choose your Facebook page (e.g., Poly Crafters).
- Select the lead generation form you created.
- Initiate a test submission to verify data capture.
After successfully testing the trigger, you will see the lead details populated in Pabbly Connect, confirming that the setup is complete.
4. Connecting Google Sheets as the Action Step
With the trigger successfully set, the next step is to configure the action in Google Sheets. Select Google Sheets as your action application and choose ‘Add New Row’ as the action event. This ensures that every new lead from Facebook will automatically create a new entry in your Google Sheets.
To connect Google Sheets with Pabbly Connect, click on ‘Connect’ and sign in to your Google account. Grant the necessary permissions to allow Pabbly Connect to access your Google Sheets data.
Select the spreadsheet where you want to store your leads. Choose the specific sheet (e.g., Sheet1) in your spreadsheet. Map the lead data fields (name, email, phone number) from Facebook to Google Sheets.
After mapping the fields, click on ‘Save and Send Test Request’ to verify if the integration works seamlessly. Check your Google Sheets to confirm that the new lead information appears correctly.
5. Testing Your Automation Setup
Now that both the trigger and action are configured, it’s time to test the entire automation. You will need to submit a new lead through the Facebook Lead Ads testing tool. Before doing this, ensure any previous test leads are deleted to avoid conflicts.
After submitting a new lead, return to Pabbly Connect to see if the data has been captured correctly. Check your Google Sheets to confirm the new entry reflects the submitted lead’s details.
Delete any previous test leads to allow a fresh submission. Submit the new lead with dummy data through the testing tool. Verify the new lead appears in your Google Sheets.
Once everything is confirmed, your automation is set up successfully. This integration will now automatically add new leads from Facebook to Google Sheets, streamlining your lead management process.
Conclusion
This tutorial covered how to use Pabbly Connect to integrate Facebook leads with Google Sheets for Polymer Industries. By following these steps, you can automate the process of managing leads, ensuring efficiency and accuracy in your data collection.
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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