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

Learn how to automate the process of adding Facebook leads to Google Sheets using Pabbly Connect in this step-by-step tutorial for your fintech startup. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Your Fintech Startup

To start automating your fintech startup’s lead management, access Pabbly Connect. First, visit the Pabbly Connect landing page. If you’re an existing user, simply click on ‘Sign In’. If you’re new, click on ‘Sign Up Free’ to create an account, which takes less than two minutes.

Once logged in, you will be directed to 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 confirm by clicking on ‘Create’. This organization will help you manage your automations effectively.

2. Creating Your Workflow in Pabbly Connect

In this section, we will create a workflow using Pabbly Connect that connects Facebook Lead Ads to Google Sheets. Click on the ‘Create Workflow’ button. A dialog box will appear asking for the workflow name. Enter ‘Facebook Leads to Google Sheets for Fintech Startup’ and select the folder you just created.

• Name your workflow appropriately to reflect its function.
• Select the folder you created for better organization.

After naming your workflow, click on ‘Create’. You will see options for setting up a trigger and action. Select Facebook Lead Ads as your trigger application, then choose the event type as ‘New Lead Instant’. This ensures that every time a new lead is generated, the workflow will activate immediately.

3. Connecting Facebook Lead Ads to Pabbly Connect

Now it’s time to connect your Facebook Lead Ads account with Pabbly Connect. After selecting the trigger event, click on ‘Connect’. If you don’t have an existing connection, select ‘Add New Connection’. Follow the prompts to authenticate your Facebook account.

Ensure that you select the appropriate Facebook page and lead generation form. It’s crucial that your lead ads form is active to receive leads correctly. After setting up the connection, click on ‘Save and Send Test Request’ to verify that the integration works as intended.

• Select your Facebook page where the lead ads are running.
• Choose the lead form you created for lead generation.

Once you click on ‘Save and Send Test Request’, ensure you perform a test submission of your lead form to capture the data in Pabbly Connect. This step is essential for confirming that the setup is correct.

4. Adding Leads to Google Sheets via Pabbly Connect

Next, we will set Google Sheets as the action application in Pabbly Connect. After confirming your trigger, select Google Sheets as the action application. Choose the action event as ‘Add New Row’. This action will insert new lead information into your Google Sheets automatically.

To connect Google Sheets, click on ‘Connect’. If you don’t have an existing connection, select ‘Add New Connection’ and authenticate your Google account. Once connected, select the spreadsheet where you want to store your leads. The columns from your Google Sheets will appear, allowing you to map the data from your Facebook leads.

Map the lead details such as name, email, and phone number from Facebook to the corresponding columns in Google Sheets. Click on ‘Save and Send Test Request’ to check if the data is being added correctly.

After running the test, check your Google Sheets to confirm that a new row has been added with the lead information. This step confirms that your automation is functioning correctly using Pabbly Connect.

5. Testing Your Automation in Real-Time

To ensure everything is working as expected, you should test your automation in real-time using Pabbly Connect. Delete any existing leads in the Facebook Lead Ads testing tool to create a new test lead. Refresh the page and submit a new test lead through your lead form.

After submitting, return to your Google Sheets and check for the new entry. If the lead appears, your integration is successful. This real-time test validates that every new lead from Facebook is automatically added to your Google Sheets, streamlining your data management for your fintech startup.

Ensure that your lead generation form is live and accessible. Repeat the process to confirm consistency in data transfer.

With this, you have successfully integrated Facebook Lead Ads with Google Sheets using Pabbly Connect. This automation will save you time and enhance your lead management process.

Conclusion

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