Learn how to integrate Facebook Leads to Google Sheets for your freelancing business using Pabbly Connect. Step-by-step guide to automate lead management. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Your Freelancing Business
To start integrating Facebook leads with Google Sheets for your freelancing business, access Pabbly Connect. First, navigate to the Pabbly website and choose to sign in or sign up for free. Signing up is quick, taking only a couple of minutes, and provides you with 100 free tasks every month.
Once logged in, click on the ‘Access Now’ button under Pabbly Connect. This will direct you to the dashboard where you can create and manage your workflows. Here, you can organize your integrations effectively, especially for managing leads from Facebook.
2. Creating Your Workflow in Pabbly Connect
Next, you will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button, and a window will pop up. Name your workflow something descriptive, like ‘Add Facebook Leads to Google Sheets for Freelancing Business’.
- Select a folder to save your workflow.
- Click on ‘Create’ to proceed.
This step leads you to a new screen where you can set up the trigger and action for your workflow. The trigger will initiate the process whenever a new lead is generated, and the action will specify what happens next.
3. Setting Up the Trigger with Facebook Lead Ads
In this step, you will set up the trigger for your workflow using Pabbly Connect. Choose ‘Facebook Lead Ads’ as your trigger application. Then, select ‘New Lead Instant’ as your trigger event.
Click on ‘Connect’ and then select ‘Add New Connection’. Since you are already logged into your Facebook account, Pabbly Connect will detect it. Click on ‘Continue’ to grant access to your Facebook account to complete the connection.
- Select the Facebook page where your leads are generated.
- Choose the lead generation form you want to use.
After setting up the trigger, ensure your lead generation form is live and create a sample submission to test the connection.
4. Mapping Lead Details to Google Sheets
Once you have a successful trigger setup in Pabbly Connect, the next step is to set up the action to add lead details to Google Sheets. Select ‘Google Sheets’ as your action application and choose ‘Add New Row’ as your action event.
Click on ‘Connect’ and sign in with your Google account. Allow access to complete the connection. After this, select the spreadsheet you created for your leads, named ‘Facebook Leads’, and ensure you are using the correct sheet.
Map the relevant fields such as full name, email, and phone number. Use the mapping feature to pull in data from the trigger.
Once all details are mapped correctly, click on ‘Save and Test’ to ensure that the lead details are added successfully to your Google Sheets.
5. Verifying the Integration and Final Steps
After saving your workflow in Pabbly Connect, it’s essential to verify that the integration works as intended. Go back to your Facebook lead generation form and create another sample lead by filling out the form with dummy details.
Once the lead is submitted, check your Google Sheets to confirm that the new lead details appear correctly. This step ensures that every new lead generated through Facebook is automatically added to your Google Sheets, streamlining your lead management process.
Check for accurate mapping of data in your Google Sheets. Repeat the process as needed for new leads.
By following these steps, you have successfully integrated Facebook leads with Google Sheets using Pabbly Connect, enhancing your freelancing business’s efficiency.
Conclusion
In this tutorial, we demonstrated how to use Pabbly Connect to integrate Facebook leads into Google Sheets for your freelancing business. This automation simplifies lead management, allowing you to focus more on growing your business.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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