Integrating Facebook Leads with Pabbly Connect, Clavio, and Google Sheets

Learn how to integrate Facebook leads with Clavio and Google Sheets using Pabbly Connect for effective lead management and automation. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect, open your browser and search for Pabbly Connect. This platform is essential for integrating various applications like Facebook, Clavio, and Google Sheets.

If you don’t have an account, click on ‘Sign Up for Free’. After signing up, you’ll get 100 free tasks every month. If you already have an account, simply sign in to access your dashboard.

2. Creating a New Workflow in Pabbly Connect

In your Pabbly Connect dashboard, click on the ‘Create Workflow’ button. Name your workflow based on your objective, such as ‘Facebook Leads to Clavio and Google Sheets’.

Next, select the folder where you want to save your workflow. For this integration, choose a folder related to Facebook leads. Then, click on ‘Create’ to proceed.

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

Now, you will see two boxes: Trigger and Action. The trigger indicates the event that starts the workflow, while action defines what happens next.

3. Setting Up the Trigger with Facebook Lead Ads

In your Pabbly Connect workflow, search for ‘Facebook Lead Ads’ as your trigger application. Choose the event ‘New Lead Instant’ as the trigger event.

Next, connect your Facebook Lead Ads with Pabbly Connect. Click on ‘Connect’, then ‘Add New Connection’. Follow the prompts to authorize the connection. Select your Facebook page and lead generation form.

• Select your Facebook page.
• Choose the lead generation form.
• Click ‘Save and Send Test Request’ to test the connection.

Once the connection is established, you can generate a sample submission to ensure everything is working smoothly.

4. Adding Subscribers to Clavio

After setting up the trigger, the next step in Pabbly Connect is to add a new subscriber in Clavio. Search for ‘Clavio’ in the action application section.

Choose the action event ‘Create Profile’. Connect Clavio with Pabbly Connect by adding a new connection. Fill in the required details using the lead information you received from Facebook Lead Ads.

Map the fields for first name, last name, email, and phone number. Select the appropriate list in Clavio based on the city. Click ‘Save and Send Test Request’ to confirm the subscriber was added successfully.

This process ensures that every new lead from Facebook is automatically added to your Clavio account.

5. Logging Leads in Google Sheets

The final step involves logging the lead details into Google Sheets using Pabbly Connect. Search for ‘Google Sheets’ in the action application section.

Select the action event ‘Add New Row’ and connect Google Sheets with Pabbly Connect. Choose the spreadsheet where you want to log the lead details.

Map the columns for first name, last name, email, phone number, and city. Click ‘Save and Send Test Request’ to ensure the data is logged correctly.

With this setup, every lead captured through Facebook will automatically be recorded in your Google Sheets, allowing for easy tracking and analysis.

Conclusion

By integrating Facebook Leads with Clavio and Google Sheets using Pabbly Connect, you can automate your lead management process effectively. This setup ensures that leads are captured, organized, and tracked without manual intervention, enhancing your marketing efforts.