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

Learn how to automate the process of adding Facebook leads to Google Sheets for your fintech startup using Pabbly Connect. Follow this detailed tutorial step-by-step.

Watch Step By Step Video Tutorial Below

1. Set Up Pabbly Connect for Facebook Leads to Google Sheets

To automate the process of adding Facebook leads to Google Sheets, you first need to access Pabbly Connect. Begin by visiting the Pabbly Connect landing page, where you can sign in if you’re an existing user or sign up for a free account if you’re new. Signing up is quick and grants you 100 free tasks each month.

Once logged in, you will arrive at the Pabbly Connect dashboard. Here, you can create a new folder for your workflow. Click on the folder icon, name it ‘Facebook Leads to Google Sheets,’ and then click on Create. After that, select the ‘Create Workflow’ button to start the integration process.

2. Create a Workflow in Pabbly Connect

In this step, you will name your workflow in Pabbly Connect. Title it ‘Facebook Leads to Google Sheets for Fintech Startup’ and select the previously created folder. Click on Create to proceed. This initiates the process where you will define the trigger and action for your automation.

Your trigger application will be Facebook Lead Ads, which is the event that starts the automation. Click on Facebook Lead Ads and select the trigger event ‘New Lead Instant.’ This option ensures that a new row is added to Google Sheets as soon as a lead is generated through Facebook.

• Select ‘New Lead Instant’ as the trigger event.
• Click on Connect, and choose to add a new connection for Facebook Lead Ads.
• Follow the prompts to connect your Facebook account.

After connecting, select the Facebook page and the lead generation form you want to use. Ensure that your lead form is active to receive data correctly.

3. Test the Facebook Lead Ads Trigger

Once your trigger is set up in Pabbly Connect, it’s essential to test it. Click on ‘Save and Send Test Request’ to initiate the testing phase. This will generate a webhook response waiting for a sample lead submission.

To create this test lead, go to the Meta for Developers page and use the Lead Ads Testing Tool. Select your page and form, then click on the preview form to fill in the lead details. Submit the form to send the test lead data back to Pabbly Connect.

• Click on ‘Preview Form’ to enter dummy lead details.
• Submit the form to generate a test lead.
• Return to Pabbly Connect to check for a successful response.

Once you receive a successful response in Pabbly Connect, your trigger setup is complete, and you can proceed to the action application.

4. Set Up Google Sheets as the Action Application

In this section, you will configure Google Sheets as the action application in Pabbly Connect. Click on Google Sheets and select the action event ‘Add New Row.’ This will allow you to add lead details into your Google Sheets automatically.

Click on Connect and choose to add a new connection for Google Sheets. Sign in with your Google account and grant the necessary permissions to allow Pabbly Connect to access your sheets. Once connected, select the spreadsheet you want to use for storing leads.

Select the spreadsheet you named ‘Leads Record’. Ensure that the columns in your spreadsheet match the lead details you want to capture. Map the lead data fields from Facebook Lead Ads to the corresponding columns in Google Sheets.

After mapping the fields, click on ‘Save and Send Test Request’ to verify that the data is correctly added to your Google Sheets. Check your sheet to confirm that the new row has been created with the lead details.

5. Test the Entire Automation Workflow

To ensure that your entire automation workflow is functioning correctly, you should test it by generating a new lead. Start by deleting the existing test lead through the Meta for Developers page. Refresh the page and submit a new test lead using the preview form.

Once you submit the new lead, return to your Google Sheets to confirm that a new row has been added successfully. This confirms that the integration between Facebook Lead Ads and Google Sheets via Pabbly Connect is working as intended.

Delete the previous test lead to create a new one. Submit the new lead details through the form. Check Google Sheets for the new row with lead information.

If the new lead information appears in your Google Sheets, the integration has been successfully completed. You have now automated the process of adding Facebook leads to Google Sheets for your fintech startup using Pabbly Connect.

Conclusion

This tutorial detailed how to automate the addition of Facebook leads to Google Sheets using Pabbly Connect. By following these steps, you can streamline your lead management process for your fintech startup, ensuring that all lead data is captured seamlessly and efficiently.