Integrate Facebook Lead Ads with Formstack Documents Using Pabbly Connect

Learn how to merge Facebook Lead Ads responses with Formstack Documents using Pabbly Connect. Step-by-step tutorial with detailed instructions and screenshots. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Integration

To begin merging Facebook Lead Ads responses with Formstack Documents, you need to access Pabbly Connect. Visit Pabbly.com and sign up for a free account or log in if you are an existing user.

Once logged in, navigate to the dashboard, find the all apps section, and click on Pabbly Connect. From here, you can create a new workflow by clicking on the plus sign. This allows you to set up the integration between Facebook Lead Ads and Formstack Documents.

2. Create a New Workflow in Pabbly Connect

After accessing Pabbly Connect, you need to create a new workflow for merging Facebook Lead Ads with Formstack Documents. Click on the ‘Create Workflow’ button and name your workflow accordingly, such as ‘Merge Facebook Lead Ads Responses with Formstack Documents’.

In this step, you will see a trigger window and an action window. The trigger will be Facebook Lead Ads, and the action will be Formstack Documents. This setup ensures that when a lead is generated from Facebook, it triggers the creation of a document in Formstack.

3. Integrate Facebook Lead Ads with Pabbly Connect

To integrate Facebook Lead Ads, select it as your trigger application in Pabbly Connect. Choose the trigger event as ‘New Lead’ and click on ‘Connect’. You will then be prompted to authorize your Facebook account.

• Click on ‘Add New Connection’ to link your Facebook account.
• Select the Facebook page associated with your lead ads.
• Choose the specific lead generation form you want to use.

Once you have selected your form, click on ‘Save and Send Test Request’ to ensure that the connection works properly. You will need to submit a test lead to capture the response.

4. Set Up Formstack Documents in Pabbly Connect

Now that your Facebook Lead Ads are integrated, the next step is to set up Formstack Documents in Pabbly Connect. In the action window, choose Formstack Documents as the action application and select the action event as ‘Merge Document’.

To connect your Formstack Documents account, you will need to provide your API key and secret key. Log in to your Formstack account to find these keys. Once connected, select the document template you want to use for merging the lead details.

• Choose the document template where the lead details will be merged.
• Map the fields from the lead response to the corresponding fields in your document.
• Click on ‘Save and Send Test Request’ to generate the document.

This step ensures that every time a lead is captured, a new document is generated automatically using the specified template.

5. Add Lead Details to Google Sheets

The final step is to integrate Google Sheets with Pabbly Connect to log the lead details. Click on the plus sign to add an action step and select Google Sheets as the application. Choose ‘Add New Row’ as the action event.

Connect your Google Sheets account by following the prompts. After authorization, select the spreadsheet where you want to save the lead information. You will then map the lead details such as name, email, phone number, and the document URL generated from Formstack.

Map the lead name from Facebook Lead Ads to the corresponding column in Google Sheets. Repeat the mapping for email, phone number, and the document URL. Click on ‘Save and Send Test Request’ to confirm the data is added to Google Sheets.

Once this integration is set, every new lead from Facebook will automatically populate in your Google Sheets, along with the generated document URL.

Conclusion

This tutorial demonstrated how to merge Facebook Lead Ads responses with Formstack Documents using Pabbly Connect. By following the steps outlined, you can automate the entire process of capturing leads and generating documents seamlessly.

With Pabbly Connect, you can enhance your workflow efficiency and ensure that your lead data is organized and accessible in real-time.