Integrating Facebook Leads with Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Facebook Leads with Pabbly Connect and automate your lead management process with Google Sheets and Clavio in this detailed tutorial. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Facebook Leads with Pabbly Connect, first, access the platform. Navigate to the Pabbly Connect website and either sign in or create a new account. This is essential for setting up your automation and integrations.

Once logged in, you will see various applications offered by Pabbly. Click on the Pabbly Connect option to proceed. This will direct you to the dashboard where you can create a new workflow for your integration.

2. Creating a Workflow in Pabbly Connect

Next, you need to create a new workflow in Pabbly Connect. Click on the Create Workflow button. You will be prompted to name your workflow based on your integration goal, such as ‘Facebook Leads to Clavio Subscriber and Google Sheets’.

• Name your workflow clearly.
• Select the folder where you want to save your workflow.
• Click on the Create button to proceed.

After creating the workflow, you will see two main sections: Trigger and Action. The trigger initiates the workflow, while actions are the subsequent steps that follow. In this case, your trigger will be a new lead from Facebook Lead Ads.

3. Setting Up Trigger and Action in Pabbly Connect

In the trigger section, search for Facebook Lead Ads as your trigger application. Select the trigger event as New Lead Instant. This event will trigger the workflow whenever a new lead is captured via Facebook.

Next, you need to connect your Facebook account with Pabbly Connect. Click on the Connect button, and follow the prompts to authorize Pabbly Connect to access your Facebook Lead Ads. Ensure that you select the correct page and lead form associated with your ad campaign.

• Select your Facebook page from the dropdown.
• Choose the lead generation form you are using.
• Click on Save and Send Test Request to confirm the connection.

After setting up the trigger, you will need to create an action step to add the lead as a subscriber in Clavio. Search for Clavio as your action application and select the action event as Create Profile.

4. Adding Subscriber Details in Clavio through Pabbly Connect

In the action setup for Clavio, connect your Clavio account with Pabbly Connect. You will need to authorize the connection by clicking on Add New Connection. Follow the prompts to allow access to your Clavio account.

Once connected, fill in the necessary fields to create a new subscriber profile using the lead details received from Facebook. Use the mapping feature to automatically pull in the lead’s first name, last name, email, and phone number from the previous step.

Map the first name, last name, email, and phone number from the Facebook lead response. Select the appropriate list in Clavio where the subscriber should be added. Click on Save and Send Test Request to create the subscriber.

This step ensures that your leads are effectively managed in Clavio, allowing for targeted marketing efforts based on the city of interest.

5. Logging Leads in Google Sheets Using Pabbly Connect

Finally, to log the lead details in Google Sheets, add another action step in your workflow. Search for Google Sheets as the action application and select the event Add New Row.

Connect your Google Sheets account with Pabbly Connect by authorizing access. Once connected, select the spreadsheet where you want to log the lead details. Map the fields such as first name, last name, email, phone number, and city to the corresponding columns in your Google Sheet.

Select the spreadsheet and sheet where you want to add the lead details. Map the lead details to the appropriate columns. Click on Save and Send Test Request to confirm the setup.

With this final step, every new lead captured through Facebook will automatically be logged in your Google Sheets, streamlining your lead management process.

Conclusion

In this tutorial, we demonstrated how to integrate Facebook Leads with Pabbly Connect, allowing you to automatically create subscribers in Clavio and log lead details in Google Sheets. This automation enhances your lead management and marketing efforts significantly.