Learn how to automate adding Facebook leads to Google Sheets for AI companies using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.
Watch Step By Step Video Tutorial Below
1. Access Pabbly Connect to Start Integration
To begin the integration process, access Pabbly Connect by visiting the website. If you’re a new user, click on the ‘Sign Up Free’ option. Existing users can simply click on ‘Sign In’. This platform allows you to automate tasks seamlessly.
Once logged in, navigate to the dashboard. Here, you can create a new folder for your workflow. Click the folder icon, name it ‘Facebook Leads to Google Sheets’, and hit ‘Create’. This step is essential for organizing your automation tasks effectively.
2. Create a New Workflow in Pabbly Connect
After setting up your folder, the next step involves creating a new workflow in Pabbly Connect. Click on ‘Create Workflow’, and name it ‘Add Facebook Leads to Google Sheets for AI Companies’. This name reflects the purpose of your automation.
Now, you need to set up the trigger and action for your workflow. The trigger application will be Facebook Lead Ads, and the action application will be Google Sheets. Click on Facebook Lead Ads, and select the trigger event ‘New Lead Instant’. This event starts the automation whenever a new lead is submitted.
- Select ‘New Lead Instant’ as your trigger event.
- Click on ‘Connect’ to link your Facebook account.
- Choose your Facebook page and lead form to proceed.
Ensure your lead form is live to receive data correctly. Once connected, click on ‘Save and Send Test Request’ to confirm the integration is working properly.
3. Test the Integration with Sample Data
To ensure that Pabbly Connect is receiving data correctly, you must generate a sample submission. Log into the Facebook Developers page and use the Lead Ads Testing Tool. Select your page and form, then fill out the preview form to create a test lead.
After submitting the test lead, return to Pabbly Connect to check if the data has been received. You should see the lead details like full name, email, and phone number populated in the response section. This confirms that your trigger is working properly.
- Access the Lead Ads Testing Tool on Facebook.
- Fill out the form to create a test lead.
- Check Pabbly Connect for the response.
Once you confirm that the test lead has been received, you can move on to set up the action application.
4. Set Up Google Sheets as the Action Application
Now that your trigger is set up, it’s time to configure Google Sheets as the action application in Pabbly Connect. Select Google Sheets and choose the action event ‘Add New Row’. This action will add a new row to your Google Sheets whenever a new lead is generated.
Click on ‘Connect’ to link your Google Sheets account. Choose ‘Add New Connection’, then sign in with your Google account and allow the necessary permissions. Once connected, select the spreadsheet where you want to store the lead details.
Select ‘Add New Row’ as your action event. Choose your spreadsheet for storing data. Map the fields from Facebook Lead Ads to Google Sheets.
Ensure that the column names in your Google Sheets match the data from Facebook Lead Ads. After mapping the fields, click on ‘Save and Send Test Request’ to see if the data is added correctly.
5. Finalize the Automation and Test
After successfully mapping the fields, check your Google Sheets to confirm that the new lead details have been added. This step verifies that your automation is functioning as intended through Pabbly Connect.
To ensure everything works in real-time, delete the test lead from Facebook and create a new one. This will trigger the automation again, allowing you to see the new lead data in Google Sheets. Refresh your Google Sheets to confirm the new entry has been added.
Delete the existing test lead in Facebook. Submit a new lead using the preview form. Check Google Sheets for the updated entry.
This process confirms that Pabbly Connect effectively integrates Facebook Lead Ads with Google Sheets, automating your lead management for AI companies.
Conclusion
This tutorial demonstrated how to use Pabbly Connect to automate the process of adding Facebook leads to Google Sheets for AI companies. By following these steps, you can efficiently manage your leads and enhance your business operations.
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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