Learn how to integrate New Leads with Google Sheets using Automation. This tutorial covers step-by-step instructions for capturing leads from Facebook ads to Google Sheets. with Pabbly Connect.
Watch Step By Step Video Tutorial Below
1. Setting Up New Leads Integration with Automation
New Leads integration with Automation allows you to streamline your lead management process. In this section, we will connect Facebook lead ads to Google Sheets using Pabbly Connect.
To begin, you will need to log into your Pabbly Connect account. If you are a new user, simply click on the sign-up button for free access. After logging in, navigate to your dashboard and click on the ‘Create Workflow’ button to get started.
2. Creating Your Workflow for New Leads
Creating a workflow is essential for automating the process of adding new leads to Google Sheets. Start by naming your workflow, for instance, ‘Add Facebook Leads to Google Sheets’. Save this workflow in a designated folder for easy access. using Pabbly Connect
- Name your workflow appropriately.
- Select the folder where you want to save it.
- Click on ‘Create’ to proceed.
After creating your workflow, you will arrive at a window where you can set up your trigger and action. The trigger will be ‘New Lead’ from Facebook, and the action will be to add a new row in Google Sheets. This setup ensures that every new lead captured will be automatically recorded in your Google Sheets.
3. Connecting Facebook Lead Ads for New Leads
To connect Facebook Lead Ads to Pabbly Connect, you will need to establish a connection. Click on the ‘Connect’ button and select Facebook Lead Ads as your trigger application. Authorize the connection by logging into your Facebook account.
Next, you will need to select the Facebook page associated with your jewelry store and the lead generation form. Ensure you choose the correct form, titled ‘The Jewelry Store New Leads’. After selecting the page and form, click on ‘Save’ and send a test request to confirm the connection.
- Select your Facebook page.
- Choose the lead form you created.
- Click ‘Save’ and send a test request.
Once the test lead is sent successfully, you will see the response in Pabbly Connect, confirming that the integration is working correctly.
4. Integrating Google Sheets to Capture New Leads
After successfully connecting Facebook Lead Ads, the next step is to integrate Google Sheets. This integration allows you to capture the details of new leads directly into your Google Sheets. Click on the ‘Connect’ button for Google Sheets.
Log in to your Google account and authorize access. Select the specific spreadsheet where you want to save the leads, ensuring it matches the setup in Pabbly Connect. Map the necessary fields such as lead email, name, and phone number to ensure accurate data capture.
Select the spreadsheet named ‘Facebook Leads New’. Map the lead email, name, and phone number fields. Click ‘Save’ and send a test request.
Once you receive a positive response, check your Google Sheets to confirm that the new lead details are successfully added in a new row.
5. Conclusion: Automating New Leads with Google Sheets
Integrating New Leads with Google Sheets using Pabbly Connect streamlines your lead management process. This automation ensures that every new lead from Facebook is captured and recorded efficiently.
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This setup not only saves time but also reduces the risk of manual errors. By following the steps outlined in this tutorial, you can effectively manage your leads and enhance your business operations.
In summary, this tutorial covers the integration of New Leads with Automation using PAB, Google, Google Sheets, Box, and Facebook. It highlights the importance of automating your lead capture process for better efficiency and accuracy.
