Learn how to seamlessly integrate Facebook leads into Google Sheets for your counselling business using Pabbly Connect. Step-by-step tutorial included. 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 start integrating Facebook leads into Google Sheets, you need to access Pabbly Connect. This platform allows you to automate tasks between different applications seamlessly. Begin by signing in or signing up for a free account on the Pabbly Connect landing page.
Once you log in, you will see various tools offered by Pabbly. Click on Pabbly Connect to access your dashboard. From here, you can create a new workflow specifically for integrating Facebook lead ads with Google Sheets.
2. Creating a Workflow in Pabbly Connect
In your Pabbly Connect dashboard, click on the Create Workflow button. You will be prompted to name your workflow and select a folder to save it. For this integration, name your workflow something like ‘Facebook Lead Ads to Google Sheets for Counselling Business’ and select the appropriate folder.
- Click on the Create button to proceed.
- This will open the workflow window where you can set up triggers and actions.
The workflow consists of two main components: a trigger and an action. The trigger will be set to Facebook lead ads, and the action will be set to Google Sheets. This structure allows Pabbly Connect to automate the process effectively.
3. Setting Up Facebook Lead Ads Trigger
To configure the trigger, select Facebook Lead Ads as the application and choose the New Lead Instant event. This option ensures that every new lead is captured immediately by Pabbly Connect.
Next, click on Connect to establish a connection with your Facebook account. If you don’t have an existing connection, choose to add a new one. Follow the prompts to log in and authorize Pabbly Connect to access your Facebook Lead Ads account.
4. Mapping Lead Details to Google Sheets
After successfully setting up the trigger, it’s time to configure the action step. Select Google Sheets as the application and choose the Add a New Row action event. This action allows Pabbly Connect to add new leads to your specified Google Sheet.
- Connect your Google Sheets account by clicking on Sign in with Google.
- Grant the necessary permissions to Pabbly Connect.
- Select the spreadsheet and sheet where you want the lead details to be added.
Now, map the lead details like name, email, and phone number from the previous trigger step to the corresponding fields in Google Sheets. After mapping, click on Save and Send Test Request to verify that the integration works correctly.
5. Testing and Verifying the Integration
To test the integration, generate a dummy lead using the Facebook lead ads testing tool. Make sure to select your page and lead form, then submit the dummy details. This action will send a test lead to Pabbly Connect, which should capture the information.
Check your Google Sheets to confirm that the dummy lead has been added successfully. If everything is set up correctly, you will see the details reflected in your Google Sheet. Repeat the testing process to ensure consistency and reliability of the integration.
Conclusion
This tutorial demonstrated how to use Pabbly Connect to integrate Facebook leads into Google Sheets for your counselling business. By following these steps, you can automate lead management efficiently and effectively.
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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