Learn how to seamlessly integrate Facebook leads into Google Sheets for the healthcare equipment industry using Pabbly Connect. Step-by-step tutorial included. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.
Watch Step By Step Video Tutorial Below
1. Setting Up Pabbly Connect for Integration
To start integrating Facebook leads with Google Sheets, first access Pabbly Connect. This platform is essential for automating the process of transferring lead data from Facebook to Google Sheets in the healthcare equipment industry.
If you’re a new user, click on the ‘Sign up for free’ button to create your account. Existing users can sign in directly. After logging in, navigate to the dashboard and click on the ‘Create Workflow’ button to initiate the integration process.
2. Creating a Workflow in Pabbly Connect
Once in Pabbly Connect, you will need to name your workflow. For this integration, name it ‘Add Facebook Leads to Google Sheets’. Organizing your workflows into folders, such as one labeled ‘Facebook Lead Ads’, can enhance your workflow management.
After naming your workflow, you will see the trigger and action setup. The trigger application is Facebook, and the action application is Google Sheets. The trigger event for Facebook will be ‘New Lead Instant’, indicating that the workflow will activate upon receiving a new lead.
3. Connecting Facebook Lead Ads to Pabbly Connect
In this step, establish a connection between Facebook Lead Ads and Pabbly Connect. Click on the ‘Connect’ button next to Facebook Lead Ads. Ensure you are logged into your Facebook account in another tab for seamless connection.
- Click on ‘Connect’ to authorize Pabbly Connect to access your Facebook account.
- Select the Facebook page associated with your healthcare equipment business.
- Choose the lead generation form you want to use, such as ‘Medical Equipments’.
After selecting your page and lead form, click on ‘Save and Send Test Request’. This action will prepare your setup to capture incoming lead data.
4. Testing the Integration with Facebook Leads
With your lead generation form selected, it’s time to test the integration using Pabbly Connect. Navigate to the Meta for Developers page and locate the lead ads testing tool. Here, you can create a test lead that will simulate real lead submissions.
To create a test lead, select your Facebook page and the associated lead form. Fill in the required details such as email, full name, and phone number, then click ‘Submit’. This will send a test lead to Pabbly Connect, allowing you to verify that the data is captured correctly.
Once the test lead is submitted, return to Pabbly Connect to check for a successful response. You should see the lead details, confirming that the integration is functioning as intended.
5. Adding Leads to Google Sheets via Pabbly Connect
Now that you have successfully tested your Facebook lead integration, the next step is to connect Google Sheets to Pabbly Connect. Click on the ‘Connect’ button for Google Sheets and authorize access by signing in with your Google account.
- Select the spreadsheet where you want to store the leads, such as ‘Facebook Leads New’.
- Choose the specific sheet within the spreadsheet, typically ‘Sheet1’.
- Map the lead details from Facebook to the corresponding columns in Google Sheets (email, name, phone number).
After mapping the fields, click on ‘Save and Send Test Request’ to ensure that the lead details are added to Google Sheets. Check your Google Sheet to confirm that the new lead information appears in a new row, indicating a successful integration.
Conclusion
In this tutorial, we explored how to integrate Facebook leads into Google Sheets specifically for the healthcare equipment industry using Pabbly Connect. This powerful automation tool simplifies data management by automatically transferring lead details, ensuring you never miss a potential customer.
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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