Learn how to automate sending emails, SMS, and data to Google Sheets for Facebook Lead Ads using Pabbly Connect, enhancing your lead management process. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin automating your processes with Pabbly Connect, first, access the platform by signing in or creating a new account. Navigate to the Pabbly Connect dashboard, where you’ll find the tools needed for your integration.

Once logged in, you can create a new workflow. Click on the ‘Create Workflow’ button, name your workflow (e.g., ‘Send Email, SMS, and Data to Google Sheets for Facebook Lead Ads’), and click ‘Create.’ This sets the stage for integrating various applications using Pabbly Connect.

2. Setting Up Facebook Lead Ads Trigger in Pabbly Connect

In this step, we will set up Facebook Lead Ads as the trigger for our automation workflow using Pabbly Connect. Select Facebook Lead Ads as your trigger application and choose the event ‘New Lead Instant.’ This means that every time a new lead is generated through Facebook, it will trigger the workflow.

  • Choose ‘Add New Connection’ to link your Facebook account.
  • Authorize Pabbly Connect to access your Facebook Lead Ads account.
  • Select the Facebook page and lead generation form.

After saving the settings, you will need to test the connection by generating a test lead. This confirms that Pabbly Connect is properly integrated with your Facebook Lead Ads.

3. Sending Email via Gmail Using Pabbly Connect

Once the Facebook Lead Ads trigger is set, the next step is to send an email via Gmail. In Pabbly Connect, select Gmail as your action application and choose the action event ‘Send Email.’ This will allow you to send a welcome email to the new lead.

Connect your Gmail account by selecting ‘Add New Connection’ and authorizing Pabbly Connect to access your Gmail. Fill in the required fields such as recipient’s email (mapped from the previous step), sender’s name, subject, and email body. Here’s what you need to do:

  • Enter the recipient’s email address from the Facebook lead data.
  • Set the subject to ‘Welcome on Board’ and fill in the email content.

After entering all the details, click ‘Save and Send Test Request’ to verify that the email is sent successfully. This confirms that Pabbly Connect has successfully automated the email sending process.

4. Sending SMS via ClickSend Using Pabbly Connect

Next, we will set up SMS notifications using ClickSend. Select ClickSend as your action application in Pabbly Connect and choose the action event ‘Send SMS.’ This will allow you to send an SMS to the new lead.

To connect ClickSend, select ‘Add New Connection’ and input your ClickSend username and API key. These credentials can be found in your ClickSend account under the developers menu. Ensure you have the correct details to establish a successful connection.

Enter the mobile number of the lead, including the country code. Input the message content, which can include personalized information from the lead data.

After completing these fields, click ‘Save and Send Test Request’ to send a test SMS. This confirms that Pabbly Connect has successfully integrated SMS sending into your workflow.

5. Adding Lead Data to Google Sheets Using Pabbly Connect

The final step in this integration process is to log the new lead data into Google Sheets. In Pabbly Connect, choose Google Sheets as your action application and select the action event ‘Add New Row.’ This will allow you to store the lead information efficiently.

Connect your Google Sheets account by selecting ‘Add New Connection’ and authorizing Pabbly Connect to access your Google Sheets. You will need to select the spreadsheet and specify the fields where the lead data will be stored.

Map the fields for name, email address, and contact number from the previous steps. Click ‘Save and Send Test Request’ to verify that the data is added to your Google Sheet.

Once the test is successful, you will see the new lead’s information recorded in your Google Sheet, confirming that Pabbly Connect has effectively logged the data.

Conclusion

In this tutorial, we demonstrated how to automate sending emails, SMS, and logging data to Google Sheets for Facebook Lead Ads using Pabbly Connect. This integration streamlines your lead management process, ensuring timely communication with new leads and effective data tracking.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.