Learn how to integrate Facebook Leads with Google Sheets using Pabbly Connect. This tutorial provides a detailed, step-by-step guide for retail and e-commerce businesses. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Facebook Leads Integration
To integrate Facebook leads with Google Sheets, start by accessing Pabbly Connect. Go to the Pabbly website and either sign in if you’re an existing user or click on the ‘Sign Up Free’ option for new users. Signing up is quick and grants you 100 free tasks monthly.
Once logged in, navigate to the dashboard where you can create a new folder. Click on the folder creation option and name it ‘Facebook leads to Google Sheets’. After creating the folder, select the ‘Create Workflow’ button to start building your integration.
2. Setting Up the Trigger with Facebook Lead Ads
The next step involves setting up the trigger in Pabbly Connect. Select Facebook Lead Ads as your trigger application. You will then need to choose the trigger event, which in this case is ‘New Lead Instant’. This ensures that every time a new lead is generated, it will trigger the workflow.
- Select ‘New Lead Instant’ as the trigger event.
- Connect your Facebook Lead Ads account by adding a new connection.
- Choose your Facebook page and lead gen form.
After connecting your Facebook account, make sure to generate a sample lead by filling out your lead form. This step is crucial as it allows Pabbly Connect to capture the lead details for the next steps in the integration.
3. Mapping Data to Google Sheets
Now that you have set up the trigger, it’s time to configure the action application, which is Google Sheets. In Pabbly Connect, select Google Sheets as your action application and choose the action event ‘Add New Row’. This will allow you to add a new row every time a lead is generated.
Connect your Google Sheets account by adding a new connection. Once connected, select the spreadsheet where you want to store the leads. Ensure that the columns in your Google Sheets match the lead details you want to capture, such as Name, Phone Number, and Email.
- Select the spreadsheet named ‘Leads Record’.
- Map the lead details 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 testing, you should see a new row added to your Google Sheets, confirming that the integration via Pabbly Connect is successful.
4. Finalizing the Integration and Testing
With the trigger and action set up, it’s essential to finalize the integration in Pabbly Connect. Review your workflow to ensure everything is in place. Your trigger application is Facebook Lead Ads, and the action application is Google Sheets.
To test the complete workflow, generate another sample lead using the Facebook Lead Ads form. This will help confirm that the integration works seamlessly and that new leads are automatically added to your Google Sheets.
Once you’ve confirmed that your leads are being captured correctly, your integration is complete. You can now manage your leads efficiently, ensuring that all information is stored in one place.
5. Conclusion: Streamlining Your Lead Management with Pabbly Connect
Integrating Facebook leads into Google Sheets using Pabbly Connect is a straightforward process that helps retail and e-commerce businesses manage leads effectively. With this automation, you can ensure that every lead generated through Facebook is logged in real time, allowing for better follow-up and management.
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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This tutorial has outlined the essential steps to set up your integration, making it easy for you to streamline your lead management process. By utilizing Pabbly Connect, you can focus more on growing your business while the integration handles the data collection for you.