How to Add Facebook Leads to Google Sheets for Your Fintech Startup Using Pabbly Connect

Learn how to integrate Facebook Leads with Google Sheets for your Fintech startup using Pabbly Connect. Follow our step-by-step tutorial for seamless automation. 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 Your Fintech Startup

To integrate Facebook leads with Google Sheets, the first step is accessing Pabbly Connect. You can do this by visiting the Pabbly Connect website and signing in.

If you are a new user, simply click on the ‘Sign Up Free’ option. This process takes less than two minutes, and you will receive 100 free tasks every month. Existing users can click on ‘Sign In’ to access their accounts.

2. Creating a Workflow Folder in Pabbly Connect

After signing in, navigate to the dashboard of Pabbly Connect. Here, you can create a new folder for your workflow. Click on the folder icon and name it ‘Facebook Leads to Google Sheets’.

• Click on the folder icon to create a new folder.
• Name the folder appropriately.
• Click on ‘Create’ to finalize the folder.

Once the folder is created, click on the ‘Create Workflow’ tab. Name your workflow as ‘Facebook Leads to Google Sheets for Fintech Startup’ and select the folder you just created. Click on ‘Create’ to proceed.

3. Setting Up Trigger and Action in Pabbly Connect

In this step, you will set up the trigger and action for your workflow in Pabbly Connect. The trigger application will be Facebook Lead Ads, and the action application will be Google Sheets.

Select Facebook Lead Ads as your trigger application and choose the trigger event as ‘New Lead Instant’. This event will initiate the workflow whenever a new lead is submitted via Facebook. After selecting, click on ‘Connect’.

• Select ‘Add New Connection’ to connect your Facebook account.
• Choose your Facebook page and lead form.
• Ensure the lead form is live to receive data correctly.

After connecting, click on ‘Save and Send Test Request’ to test the connection. You will then need to generate a sample lead submission to confirm the integration.

4. Connecting Google Sheets in Pabbly Connect

Once the trigger is set, you will connect Google Sheets as the action application in Pabbly Connect. Select Google Sheets and choose the action event as ‘Add New Row’.

Click on ‘Connect’ and choose ‘Add New Connection’. Sign in with your Google account and allow the necessary permissions. After connecting, select your spreadsheet named ‘Leads Record’. The columns will automatically be fetched based on your sheet setup.

Map the fields from Facebook Lead Ads to the corresponding columns in Google Sheets. Ensure the names match exactly for accurate data transfer. Click on ‘Save and Send Test Request’ to finalize the setup.

Once the test is successful, check your Google Sheets to verify if the new row has been added with the lead details.

5. Testing the Automation with Pabbly Connect

To ensure everything is working properly, it’s crucial to test your automation in Pabbly Connect. Delete any existing leads in your Facebook Lead Ads to allow for new submissions.

After deleting, refresh the page and submit a new lead through the lead form. Check your Google Sheets to confirm that the new lead has been added automatically. This step verifies that the integration is functioning as intended.

Submit a new lead using the Facebook lead form. Check Google Sheets for the new entry. Repeat the process to confirm consistency.

After confirming the new row appears in Google Sheets, you have successfully set up automation between Facebook Lead Ads and Google Sheets using Pabbly Connect.

Conclusion

This tutorial demonstrated how to use Pabbly Connect to automate adding Facebook leads to Google Sheets for your fintech startup. By following these steps, you can streamline your lead management process effectively.