Integrate Facebook Leads to Google Sheets with Pabbly Connect

Learn how to integrate Facebook leads into Google Sheets and automate emails and WhatsApp messages using Pabbly Connect in this detailed tutorial. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

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. Visit the Pabbly website and either sign in or sign up for a free account. New users can enjoy 100 free tasks every month.

Upon signing in, navigate to the dashboard and select Pabbly Connect. Click on the button labeled ‘Create Workflow’ to begin setting up your automation. Name your workflow appropriately, such as ‘Facebook Leads to Google Sheets,’ and select the folder for saving.

2. Setting Up the Trigger with Facebook Lead Ads

In this section, we will set up the trigger using Facebook Lead Ads, which will initiate the workflow whenever a new lead is generated. Select Facebook Lead Ads as the trigger application.

• Choose ‘New Lead Instant’ as the trigger event.
• Connect your Facebook account by adding a new connection.
• Select the specific Facebook page and lead form you wish to use.

After completing these steps, click ‘Save and Send Test Request.’ This will prompt you to submit a test lead using the Meta for Developers tool to capture the response in Pabbly Connect.

3. Adding Google Sheets as an Action Step

Once the trigger is set, the next step is to add Google Sheets as an action application. This allows the details of the new lead to be automatically added to a specified Google Sheet.

Select Google Sheets as your action application and choose ‘Add New Row’ as the action event. Connect your Google Sheets account by providing the necessary permissions. After connecting, select the specific spreadsheet and sheet where you want to store the leads.

• Map the lead details such as name, email, and phone number from the trigger step.
• Add a date field using Pabbly’s DateTime Formatter to include the current date in your sheet.

After mapping the necessary fields, click ‘Save and Send Test Request’ to confirm that the data is correctly added to your Google Sheet via Pabbly Connect.

4. Sending Automated Emails and WhatsApp Messages

To enhance communication with your leads, the next steps involve sending automated emails and WhatsApp messages. Start by selecting Gmail as your action application. using Pabbly Connect

Choose ‘Send Email’ as the action event and connect your Gmail account. Map the recipient’s email address from the lead details and customize the email content, including a personalized greeting using the lead’s name.

Enter a subject line and email content that reflects your message. Click ‘Save and Send Test Request’ to send the email.

Next, add another action step for WhatsApp using WhatsApp Cloud API. Choose ‘Send Template Message’ as the action event and connect your WhatsApp account. Map the lead’s phone number and customize the message template to include the lead’s name for personalization.

5. Testing and Verifying the Workflow

After setting up all actions, it’s crucial to test the entire workflow to ensure everything functions correctly. Start by submitting a test lead through the Facebook Lead Ads testing tool.

Monitor your Google Sheets, Gmail, and WhatsApp to confirm that the lead’s details are recorded, the email is sent, and the WhatsApp message is received. Each action should reflect the correct data as per the test submission.

Review the workflow in Pabbly Connect to ensure each step is properly connected. If everything is successful, you have successfully integrated Facebook leads into Google Sheets and automated email and WhatsApp communications.

Conclusion

This tutorial demonstrated how to use Pabbly Connect to integrate Facebook leads into Google Sheets while automating emails and WhatsApp messages. By following the steps outlined, you can streamline your lead management process effectively.