Learn how to integrate Facebook Lead Ads with different Google Sheets using Pabbly Connect for efficient lead management in your bakery business. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To add new leads received via Facebook Lead Ads to different Google Sheets, you first need to access Pabbly Connect. Begin by signing into your Pabbly Connect account. If you are a new user, click on the ‘Sign up for free’ button to create an account and get 100 free tasks every month.
After signing in, navigate to the Pabbly Connect dashboard. Click on the ‘Create Workflow’ button in the top right corner. You will then be prompted to name your workflow. For our example, we will name it ‘Add New Leads Received via Facebook Lead Ads to Different Google Sheets’. Next, select the folder where you want to save this workflow.
2. Setting Up the Trigger with Facebook Lead Ads
The next step is to set up the trigger application, which is Facebook Lead Ads. In the trigger window, select Facebook Lead Ads as your trigger application. The trigger event will be set to ‘New Lead Instant’. This means that every time a new lead is generated, the workflow will automatically execute. using Pabbly Connect
- Click on ‘Connect’ to establish a connection with Facebook Lead Ads.
- Authorize Pabbly Connect to access your Facebook account.
- Select your Facebook page associated with your bakery.
After selecting your page, choose the lead generation form that you have created. Once you have completed these steps, click on ‘Save and Send Test Request’ to test the connection. This will allow Pabbly Connect to capture the details of the new lead.
3. Mapping Lead Data to Google Sheets
Once the test lead is captured successfully in Pabbly Connect, the next step is to map the lead data into Google Sheets. To do this, add an action step by selecting Google Sheets as your action application. The action event will be set to ‘Add New Row’.
Click on ‘Connect’ and sign in with your Google account. Allow Pabbly Connect to access your Google Sheets. After establishing the connection, select the spreadsheet where you want to add the lead details. Make sure to choose the correct sheet within that spreadsheet.
- Map the fields from the Facebook lead data to the corresponding columns in Google Sheets.
- Ensure that the fields like Full Name, Email, Phone Number, and Product Preference are mapped correctly.
After mapping all necessary fields, click on ‘Save and Send Test Request’. This will send the lead data to your specified Google Sheet, confirming that the integration is working correctly.
4. Creating Routes for Different Product Preferences
To categorize leads based on product preferences, you need to set up routes within Pabbly Connect. Add a router step after the trigger. This allows you to create different paths for leads based on their selections, such as cake or cupcake.
Rename the routes appropriately, for example, one route for ‘Cake’ and another for ‘Cupcake’. This way, when a lead selects a product, the corresponding route will be triggered, allowing you to send the lead details to the correct Google Sheet.
Set conditions for each route based on the product preference field. For example, if a lead prefers cake, send the details to the ‘Cake Preference’ sheet.
After setting the conditions, test the routes by submitting test leads for each product preference. Verify that the data is correctly routed to the appropriate Google Sheets.
5. Finalizing the Integration and Testing
After creating the routes, it’s time to finalize the integration in Pabbly Connect. Ensure that all mappings and routes are correctly configured. Test the entire workflow by submitting sample leads for both cake and cupcake preferences.
Check each Google Sheet to confirm that the lead data appears as expected. This ensures that your automation is functioning correctly and that leads are categorized based on their preferences.
Once satisfied with the results, save your workflow. You can now automatically categorize new leads received via Facebook Lead Ads into different Google Sheets based on their selected products.
Conclusion
By utilizing Pabbly Connect, you can streamline the process of adding new leads from Facebook Lead Ads to different Google Sheets. This automation helps manage leads efficiently, categorizing them based on product preferences, which is essential for businesses like bakeries.
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