Integrate Facebook Leads with Google Sheets and Docs Using Pabbly Connect

Learn how to automate the integration of Facebook leads with Google Sheets and Google Docs using Pabbly Connect in this detailed tutorial. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start integrating Facebook leads with Google Sheets and Google Docs, you need to access Pabbly Connect. This platform allows you to automate tasks between different applications seamlessly. If you are not yet a user, you can create a free account on Pabbly Connect in just two minutes.

Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this tutorial, we will name it ‘Add Facebook Leads to Google Sheets and Google Docs’. After naming, click on ‘Create’ to proceed with setting up your automation.

2. Setting Up the Trigger and Action in Pabbly Connect

In Pabbly Connect, the first step is to set up a trigger and an action. The trigger is the event that starts the automation process. For our case, the trigger will be when a new lead is received from Facebook Lead Ads. Select ‘Facebook Lead Ads’ as your trigger application and then choose the trigger event ‘New Lead’. using Pabbly Connect

• Select the Facebook page connected to your lead ads.
• Choose the lead form you want to automate.
• Click ‘Connect’ to link your Facebook account with Pabbly Connect.

Once the trigger is set up, proceed to set up the action. The action will be to add the lead information to Google Sheets and Google Docs. For Google Sheets, select ‘Add a New Row’ as the action event. This will allow you to automatically add new lead data to your specified Google Sheet.

3. Connecting Google Sheets to Pabbly Connect

After setting up the trigger, the next step is to connect Google Sheets to Pabbly Connect. Click on ‘Add New Connection’ and grant access to your Google Sheets account. This will allow Pabbly Connect to manage your sheets and add data automatically.

Once connected, select the specific Google Sheet where you want to save the lead information. Make sure to map the fields correctly by selecting the corresponding fields from the Facebook lead data. This ensures that the right information is added to the correct columns in your Google Sheet.

• Choose the spreadsheet titled ‘New Leads via Facebook Lead Ads’.
• Map the lead fields such as name, email, phone, and gender from the previous step.

After mapping, click on ‘Save and Send Test Request’ to verify that the data is correctly added to your Google Sheets. You should see the new lead data reflected in your sheet, confirming the successful connection.

4. Generating Documents in Google Docs Using Pabbly Connect

In addition to saving leads in Google Sheets, you can also automate document creation in Google Docs using Pabbly Connect. Select Google Docs as your next action application and choose the option to create a document from a template. This ensures that all lead information is organized and formatted correctly.

After connecting Google Docs, select the template you created for lead information. You will need to specify a unique name for each document, which can include the email address of the lead for differentiation. Map the lead details into the template fields to ensure that every new document contains the right information.

Select the folder in Google Drive where you want the documents to be saved. Use the mapped fields to fill in the name, email, phone, and gender in the document.

Click on ‘Save and Send Test Request’ to generate a test document. Once the document is created, you should see it appear in your specified Google Drive folder, complete with the lead’s details.

5. Automating the Entire Process with Pabbly Connect

By following the steps above, you have successfully set up an automation process using Pabbly Connect that captures Facebook leads and saves them into Google Sheets and Google Docs. This means that each time a new lead is generated, the entire process will run automatically without any manual intervention.

Now that your automation is set up, you can relax as Pabbly Connect handles all the tasks in the background. You won’t need to worry about manually entering lead data into your sheets or documents anymore. This not only saves time but also minimizes errors associated with manual data entry.

Feel free to explore more automations with Pabbly Connect to streamline other processes in your business. With this powerful integration tool, you can connect multiple applications and enhance your productivity effortlessly.

Conclusion

In this tutorial, we explored how to automate the integration of Facebook leads with Google Sheets and Google Docs using Pabbly Connect. By setting up this automation, you can efficiently manage your leads and save time on data entry tasks.