How to Save New Facebook Leads to Google Sheets and Send Follow-Ups via SMS and Gmail Using Pabbly Connect

Learn how to save new Facebook leads to Google Sheets and send follow-ups via SMS and Gmail using Pabbly Connect in this step-by-step tutorial. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin saving new Facebook leads to Google Sheets and sending follow-ups via SMS and Gmail, you need to access Pabbly Connect. Open your browser and type in the URL for Pabbly, then navigate to the products section and select Pabbly Connect.

Once on the Pabbly Connect page, click on the ‘Sign Up for Free’ button to create an account if you haven’t already. If you have an account, simply log in. After logging in, click on ‘Create Workflow’ to start setting up the integration.

2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow that connects Facebook, Google Sheets, Gmail, and SMS services through Pabbly Connect. Start by naming your workflow, for instance, ‘Facebook to Google Sheets to SMS and Gmail’. This name will help you identify the workflow later.

• Click on ‘Create’ to initiate the workflow setup.
• Choose Facebook Lead Ads as your trigger app.
• Select the trigger event as ‘New Lead’.

After selecting the trigger, Pabbly Connect will prompt you to connect your Facebook account. Follow the authorization steps to allow Pabbly Connect to access your Facebook Lead Ads data.

3. Connecting Google Sheets to Pabbly Connect

Next, you will need to connect Google Sheets to Pabbly Connect to save the leads. In the action step, select Google Sheets as the action app and choose the action event as ‘Add New Row’. This allows you to add the lead data into your Google Sheets.

Authenticate your Google Sheets account with Pabbly Connect by selecting the appropriate account and allowing access. Then, choose the specific spreadsheet where you want to save the leads and select the sheet that will contain the data.

• Map the fields from Facebook Lead Ads to the corresponding columns in Google Sheets.
• Ensure the first name, last name, email, and phone number fields are accurately mapped.

Finally, click on ‘Save and Send Test Request’ to verify that the integration works and the data is correctly populated into your Google Sheets.

4. Sending Email Using Gmail via Pabbly Connect

After successfully saving the lead information in Google Sheets, the next step is to send a confirmation email using Gmail via Pabbly Connect. Add another action step and select Gmail as the action app, then choose ‘Send Email’ as the action event.

Authenticate your Gmail account and set up the email fields. Use the lead’s email address from the previous step, and compose a message thanking them for filling out the form. You can customize the sender name and subject line as needed.

Map the recipient’s name and email address from the Facebook Lead Ads data. Set the email subject as ‘Lead Confirmation’. Compose the email content to include personalized messages.

Once everything is set, click ‘Save and Send Test Request’ to ensure the email is sent successfully to the lead.

5. Sending SMS Using Pabbly Connect

The final step in this integration process is sending an SMS to the new lead using an SMS service like Twilio via Pabbly Connect. Add another action step, select Twilio, and choose ‘Send SMS’ as the action event.

Authenticate your Twilio account by entering your Account SID and Auth Token. Next, fill in the SMS fields, including the sender number and recipient number, which should be mapped from the Facebook Lead Ads data.

Compose the SMS body similar to the email message. Ensure to include the recipient’s phone number with the appropriate country code.

Finally, click on ‘Save and Send Test Request’ to confirm that the SMS is sent successfully to the lead’s phone number.

Conclusion

In this tutorial, you learned how to use Pabbly Connect to automate the process of saving new Facebook leads to Google Sheets and sending follow-ups via SMS and Gmail. This integration enhances your lead management and communication efficiency.