Integrating Facebook Leads with Google Sheets Using Pabbly Connect

Learn how to automatically add Facebook leads to Google Sheets for your insurance agency using Pabbly Connect. Step-by-step tutorial included. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate Facebook leads with Google Sheets, first, access Pabbly Connect. This platform allows automation between different applications, making it ideal for your insurance agency.

Begin by visiting the Pabbly Connect website. If you’re a new user, you can sign up for free and receive 100 free tasks every month. Once registered, log in to your account to start creating your workflow.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, navigate to the dashboard. Click on the ‘Create Workflow’ button located at the top right corner to initiate your automation.

• Name your workflow, such as ‘Elite Shore Insurance Facebook Leads to Google Sheets’.
• Select a folder to save the workflow.
• Click on ‘Create’ to establish the workflow.

Your workflow is now created, consisting of two main components: trigger and action. This setup will allow your Facebook leads to be sent directly to Google Sheets.

3. Setting Up the Trigger for Facebook Leads

In this step, you will configure the trigger using Pabbly Connect. Click on the arrow to choose your trigger application, which will be Facebook Lead Ads.

Select the trigger event as ‘New Lead Instant’. This ensures that every time a new lead is generated, the information will be captured by Pabbly Connect. Click on ‘Connect’ to link Facebook Lead Ads with Pabbly Connect.

• Authorize the connection by logging into your Facebook account.
• Choose the relevant Facebook page for your insurance agency.
• Select the lead generation form you created.

Once the connection is established, click on ‘Save and Send Test Request’ to ensure everything is working correctly. A test lead will confirm the integration.

4. Setting Up the Action to Google Sheets

Now, move on to the action step in Pabbly Connect. Click on the arrow to select your action application, which will be Google Sheets. Choose the action event as ‘Add New Row’.

This action ensures that every new lead from Facebook will automatically populate a new row in your Google Sheets. Click on ‘Connect’ to link Google Sheets with Pabbly Connect.

Authorize the connection with your Google account. Select the specific spreadsheet you want to use. Map the fields for first name, last name, email, and phone number.

Once all fields are mapped, click on ‘Save and Send Test Request’ to verify that the data is being sent correctly to Google Sheets.

5. Final Check and Testing the Integration

After setting up your workflow in Pabbly Connect, it’s crucial to test the integration. Go back to your Google Sheets and check if the test lead data appears correctly.

Generate another test lead using the Facebook Lead Ads testing tool to ensure everything is functioning as expected. This step will confirm that the data is flowing seamlessly from Facebook to Google Sheets.

Once you see the new lead data in your Google Sheets, your integration is complete! This automation will save you time and ensure that all leads are captured efficiently.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to integrate Facebook leads with Google Sheets for your insurance agency. This automation allows you to capture leads effortlessly and maintain organized records in Google Sheets, enhancing your workflow efficiency.