Integrating Facebook Lead Ads with Google Sheets and Trello Using Pabbly Connect

Learn how to automate your Facebook Lead Ads with Google Sheets and Trello using Pabbly Connect. Step-by-step tutorial for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect, first visit the Pabbly website and sign in or create a new account. This platform allows you to integrate various applications seamlessly.

Once logged in, navigate to the dashboard where you can see all available applications. To create your workflow, click on the ‘Create Workflow’ button located at the top right corner. This is the first step in setting up your automation process.

2. Creating a Workflow in Pabbly Connect

In this section, we will set up a workflow in Pabbly Connect to automate the process of capturing leads from Facebook. Begin by naming your workflow, for example, ‘Create Trello Card for Facebook Lead Ads and Send Email’.

Next, you will need to select a folder to save your workflow. You can create multiple folders for better organization. After naming your workflow, click the ‘Create’ button. Here are the steps to follow:

• Click on ‘Create Workflow’.
• Name your workflow appropriately.
• Select the folder for organization.

After successfully creating your workflow, you will need to set up a trigger. This trigger will initiate the workflow whenever a new lead is received from Facebook Lead Ads.

3. Setting Up the Trigger with Facebook Lead Ads

For this automation, the trigger application will be Facebook Lead Ads. Select ‘New Lead Instant’ as your trigger event in Pabbly Connect. This ensures that every time a new lead is generated, the workflow is activated.

To connect your Facebook account, click on ‘Connect’ and select ‘Add New Connection’. Once connected, choose your Facebook page and the lead form that you want to use. Here’s how to proceed:

• Select ‘Facebook Lead Ads’ as your trigger application.
• Choose the trigger event as ‘New Lead Instant’.
• Connect your Facebook account and select the appropriate lead form.

Make sure to save and send a test request to confirm that the connection is working properly. This will prepare you for the next steps in your automation.

4. Adding Action Steps in Pabbly Connect

Now that your trigger is set up, it’s time to add action steps in Pabbly Connect. The first action will be to add the lead details to Google Sheets. Select Google Sheets as your action application and choose ‘Add New Row’ as your action event.

Connect your Google Sheets account by clicking on ‘Connect’ and selecting ‘Add New Connection’. After connecting, choose the spreadsheet and sheet where you want to save the lead information. Here are the steps:

Select Google Sheets as your action application. Choose ‘Add New Row’ as the action event. Map the lead details to the respective columns in your Google Sheets.

Once set up, you can proceed to create a Trello card for the lead. This will help you keep track of inquiries effectively.

5. Creating a Trello Card and Sending Emails

In this final section, you will create a Trello card for each lead and send a thank-you email using Gmail. For the Trello card, select Trello as your action application and choose ‘Create Card’ as your action event in Pabbly Connect.

Connect your Trello account by entering your API key and token as required. After connecting, select the board and list where you want to create the card. You will also need to map the lead information to the card details. Finally, set up the Gmail action to send a thank-you email to the lead. Here’s how:

Select Trello and choose ‘Create Card’ as the action event. Map the lead details to the Trello card fields. Set up Gmail to send a thank-you email to the lead.

After completing these steps, your automation is fully set up and ready to handle new leads efficiently.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the integration between Facebook Lead Ads, Google Sheets, and Trello. By following these steps, you can streamline your lead management process and ensure timely responses to potential clients.

Utilizing Pabbly Connect not only enhances productivity but also keeps your data organized and accessible. Start automating your workflows today!