How to Add Facebook Leads to Google Sheets for Your Therapy Clinic Using Pabbly Connect

Learn how to automate adding Facebook leads to Google Sheets for your therapy clinic using Pabbly Connect. Follow this detailed step-by-step guide. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Facebook Leads Integration

To add Facebook leads to Google Sheets for your therapy clinic, you need to access Pabbly Connect. Start by visiting the Pabbly website and either signing in or creating a new account. If you are new, signing up is quick and grants you 100 free tasks every month.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will find options to create workflows that automate tasks between applications. For this integration, you will set up a workflow that connects Facebook Lead Ads with Google Sheets.

2. Creating a New Workflow in Pabbly Connect

After accessing your dashboard in Pabbly Connect, click on the ‘Create Workflow’ button. Name your workflow descriptively, such as ‘Add Facebook Leads to Google Sheets for Therapy Clinic.’ This helps you identify the workflow later.

Next, select a folder to save your workflow. Click on the folder tab and choose ‘Home’ or any other preferred folder before clicking ‘Create’. This action prepares you to set up the trigger and action for the workflow.

• Click on the ‘Create Workflow’ button.
• Name your workflow appropriately.
• Select the folder to save your workflow.

Now, you will see two main sections: Trigger and Action. The trigger will be set first, which in this case is Facebook Lead Ads. Click on the trigger section to proceed.

3. Setting Up the Trigger with Facebook Lead Ads

In the trigger section of Pabbly Connect, select Facebook Lead Ads as your application. Next, you need to choose the trigger event, which should be set to ‘New Lead Instant’. This event will activate whenever a new lead is generated from your Facebook ads.

To connect Facebook Lead Ads with Pabbly Connect, click on the ‘Connect’ button and select ‘Add New Connection’. You will be prompted to log into your Facebook account. Once logged in, click ‘Continue’ to grant access. Your connection should now be successful, allowing you to proceed to select your Facebook page and lead form.

• Select Facebook Lead Ads as the trigger application.
• Choose ‘New Lead Instant’ as the trigger event.
• Connect your Facebook account to Pabbly Connect.

After successfully connecting, you will need to choose the Facebook page linked to your therapy clinic, which is named ‘The Healing Tree’. Then, select the specific lead form you are using to collect leads.

4. Mapping Lead Details to Google Sheets

Once you have set up the trigger, it’s time to configure the action that will send the lead details to Google Sheets using Pabbly Connect. Click on the action section and select Google Sheets as your application. The action event should be set to ‘Add New Row’. This means every time a new lead comes in, it will automatically create a new row in your specified Google Sheet.

To connect Google Sheets with Pabbly Connect, click ‘Connect’ and choose ‘Add New Connection’. You will be prompted to sign in with your Google account. After granting access, select the spreadsheet you want to use, which should be named ‘Facebook Leads’. Ensure you are working with the correct sheet that contains the columns for full name, email, and phone number.

Set Google Sheets as the action application. Choose ‘Add New Row’ as the action event. Connect your Google account to Pabbly Connect.

In the mapping section, you will map the lead details from Facebook Lead Ads to the corresponding columns in your Google Sheet. This ensures that the full name, email, and phone number from each new lead will be accurately recorded in your Google Sheet.

5. Testing and Verifying the Integration

After mapping all necessary fields, it’s crucial to test the integration to ensure everything works as expected. Click the ‘Save and Send Test Request’ button in Pabbly Connect. This action will send a test lead from Facebook to your Google Sheet. Check your Google Sheet to confirm that the new lead details appear correctly.

If the test is successful, you will see the new lead information populated in your Google Sheet. To ensure real-time functionality, you can create a live lead submission through the Facebook lead form and check if the details are captured automatically in your Google Sheet. This confirms that your integration setup is functioning correctly.

Click ‘Save and Send Test Request’ to send a test lead. Verify that the lead details appear in Google Sheets. Create a live lead submission to check real-time functionality.

With everything tested and verified, your integration between Facebook Lead Ads and Google Sheets through Pabbly Connect is now complete. You can manage and back up your therapy clinic leads efficiently.

Conclusion

In this tutorial, we covered how to use Pabbly Connect to automate the process of adding Facebook leads to Google Sheets for your therapy clinic. By following these steps, you can efficiently manage your leads and enhance your business operations.