Learn how to automate the process of adding Facebook leads to Google Sheets using Pabbly Connect, a powerful integration platform for the metals and mining industry.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To start integrating Facebook leads into Google Sheets, you first need to access Pabbly Connect. This platform allows you to automate workflows between various applications seamlessly. Begin by visiting the Pabbly Connect website and either signing in or creating a new account.
If you are a new user, click on the ‘Sign Up Free’ button to create your account. You will receive 100 free tasks every month, which is great for testing your integrations. After signing in, you will reach the Pabbly Connect dashboard, where you can start creating your workflow.
2. Creating the Workflow for Facebook Leads
In this section, you will create a workflow specifically for adding Facebook leads to Google Sheets. Start by creating a new folder in Pabbly Connect and name it something relevant, like ‘Facebook Leads to Google Sheets’. This organization will help you manage your integrations better.
- Click on the ‘Create Workflow’ button.
- Name your workflow, such as ‘Facebook Leads to Google Sheets for Metals and Mining’.
- Select the folder you created earlier.
Once your workflow is named and organized, you will set up the trigger and action. The trigger will be Facebook Lead Ads, and the action will be Google Sheets. This setup ensures that every time a lead is generated, the details will be sent to your Google Sheets automatically.
3. Setting Up the Trigger for Facebook Leads
Now, let’s configure the trigger for your workflow using Pabbly Connect. Select Facebook Lead Ads as your trigger application and choose the event ‘New Lead Instant’. This event will activate the workflow whenever a new lead is submitted through your Facebook lead form.
Next, connect your Facebook account to Pabbly Connect. If you do not have an existing connection, select ‘Add New Connection’ and authorize Pabbly Connect to access your Facebook account. After connecting, select the Facebook page and the lead generation form you created for your metals and mining business. Ensure the form is live to receive data correctly.
4. Mapping Facebook Leads to Google Sheets
With the trigger set, it’s time to configure the action in Pabbly Connect. Choose Google Sheets as your action application and select the event ‘Add New Row’. This action will insert new lead data into your specified Google Sheets document.
Connect your Google Sheets account to Pabbly Connect by selecting ‘Add New Connection’. After authorization, choose the spreadsheet where you want to store your leads. You will see the columns from your spreadsheet, such as Name, Email, and Phone Number, appear in Pabbly Connect.
- Map the Facebook lead fields to the corresponding columns in Google Sheets.
- Click on ‘Save and Send Test Request’ to verify the mapping.
Check your Google Sheets to confirm that the new lead has been added successfully. This step ensures that your integration is working as intended and that all lead details are captured accurately.
5. Testing and Finalizing the Integration
After mapping your data, it’s crucial to test the integration. Go back to your Facebook Lead Ads testing tool and create a test lead by filling out the form. Make sure to delete any existing leads to allow for new submissions.
Once you submit the test lead, return to Pabbly Connect to check for the received response. If everything is set up correctly, you should see the new lead details reflected in your Google Sheets. This confirms that the entire workflow from Facebook leads to Google Sheets is functioning smoothly.
Finally, ensure that your workflow is enabled in Pabbly Connect so that it continues to run automatically every time a new lead is generated. This automation will save you time and ensure you never miss a lead from your Facebook ads.
Conclusion
In this tutorial, we explored how to use Pabbly Connect to automate the process of adding Facebook leads to Google Sheets specifically for the metals and mining industry. By following the steps outlined, you can streamline your lead management process efficiently.
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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Utilizing Pabbly Connect not only enhances your workflow but also ensures that your leads are captured in real-time, allowing for better business insights and faster follow-ups.