How to Add Facebook Leads to Google Sheets for Trading Coaching Classes Using Pabbly Connect

Learn how to seamlessly integrate Facebook Leads into Google Sheets for your Trading Coaching Classes using Pabbly Connect. Follow our detailed step-by-step tutorial. 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. Setting Up Pabbly Connect for Facebook Leads

To start adding Facebook leads to Google Sheets for your trading coaching classes, you need to set up Pabbly Connect. This platform allows you to automate the integration between Facebook Lead Ads and Google Sheets. First, log in to your Pabbly Connect account. If you are a new user, you can sign up for free and receive 100 tasks every month.

Once logged in, navigate to the dashboard. From here, click on the ‘Create Workflow’ button located in the top right corner. Name your workflow something like ‘Add Facebook Leads to Google Sheets’ and select the appropriate folder for organization. This setup is crucial for your trading coaching classes as it will streamline lead management.

2. Configuring Trigger and Action in Pabbly Connect

After creating your workflow in Pabbly Connect, the next step is to set up the trigger and action. The trigger application will be Facebook Lead Ads, and the event will be set to ‘New Lead Instant’. This means that every time you receive a new lead, the workflow will automatically initiate.

For the action application, select Google Sheets and set the action event to ‘Add New Row’. This configuration ensures that all new leads captured from Facebook will be added directly into your Google Sheets. Follow these steps to set up:

• Select Facebook Lead Ads as your trigger application.
• Choose ‘New Lead Instant’ as the trigger event.
• Select Google Sheets as your action application.
• Set the action event to ‘Add New Row’.

With these settings, you have successfully configured the trigger and action. This setup is critical for your trading coaching classes to ensure that every lead is captured efficiently.

3. Connecting Facebook Leads to Pabbly Connect

The next step involves establishing a connection between Facebook Lead Ads and Pabbly Connect. Click on the ‘Connect’ button next to the Facebook Lead Ads option. You will need to authorize Pabbly Connect to access your Facebook account. Once authorized, select the Facebook page you created for your coaching classes.

Next, you will choose the lead generation form associated with your page. It’s important to select the correct form, as this will determine which leads are captured. After selecting the page and form, click on ‘Save and Send Test Request’ to check the connection. This will prepare Pabbly Connect to receive lead data from Facebook.

4. Testing the Integration with Pabbly Connect

To ensure that everything is set up correctly, you will need to test the integration. After saving the connection, Pabbly Connect will wait for a webhook response. You must submit a test lead through the Facebook lead ad form. This action will send data back to Pabbly Connect for verification.

To submit a test lead, go to the Meta for Developers page and navigate to the ‘Lead Ads Testing Tool’. Select your Facebook page and the associated lead form, then preview the form. Fill in the necessary details like email, full name, and phone number, and submit the form. After submission, Pabbly Connect should capture this lead.

5. Adding Leads to Google Sheets via Pabbly Connect

Once the test lead is successfully captured, the next step is to add this information to Google Sheets. In Pabbly Connect, you will establish a connection to Google Sheets by clicking on the ‘Connect’ button. Authorize Pabbly Connect to access your Google account.

Now, select the spreadsheet you want to use, which should be named something like ‘Facebook Leads New’. Make sure you choose the correct sheet (e.g., Sheet1) where you want the lead details to be added. Use the mapping feature in Pabbly Connect to ensure that the lead’s email, name, and phone number are correctly inserted into the corresponding columns in Google Sheets.

After mapping the fields, click on ‘Save and Test Request’. This action will confirm that the lead details are now added to your Google Sheets. You can check the sheet to verify that the new lead information has been successfully recorded.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to seamlessly add Facebook leads to Google Sheets for your trading coaching classes. By following the steps outlined, you can automate your lead management process effectively. This integration not only saves time but also ensures that all your leads are organized in one place.