Learn how to auto-add Facebook leads to Google Sheets and send WhatsApp messages using Pabbly Connect in this step-by-step tutorial. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To begin with, you need to access Pabbly Connect to set up your integration between Facebook Leads and Google Sheets. Start by visiting the Pabbly Connect landing page by searching for Pabbly.com/connect in your browser. This powerful automation tool allows you to connect various applications without any coding.
Once on the Pabbly Connect page, you have the option to either sign in as an existing user or sign up for free if you are new. Signing up grants you access to 100 free tasks every month, enabling you to explore the platform’s capabilities. After signing in, you will see all Pabbly applications, and you should select Pabbly Connect to proceed with the integration setup.
2. Creating a New Workflow in Pabbly Connect
After accessing your Pabbly Connect account, click on the ‘Create Workflow’ button to initiate the integration process. You will be prompted to choose a workflow builder; select the classic builder for a stable setup. Enter a name for your workflow and select a folder to save it, then click on the ‘Create’ button.
- Choose a workflow name that describes the integration.
- Select a folder for better organization.
- Click ‘Create’ to open the workflow window.
The workflow window is crucial as it contains the trigger and action setup. For this integration, the trigger application will be Facebook Lead Ads, while the actions will be Google Sheets and WhatsApp. This setup will allow you to automate the process of adding leads to Google Sheets and sending WhatsApp messages.
3. Setting Up Facebook Lead Ads as Trigger
In the workflow window, search for and select Facebook Lead Ads as your trigger application. Choose ‘New Lead Instant’ as the trigger event and click on ‘Connect’. You will then need to add a new connection to link your Facebook account. using Pabbly Connect
After clicking on ‘Add a New Connection’, select your Facebook account and click ‘Continue’. Once connected, select the Facebook page and lead generation form you want to use. Click ‘Save and Send Test Request’ to ensure the connection is successful. You will see a prompt indicating that Pabbly Connect has captured the lead details from your test submission.
4. Adding Lead Details to Google Sheets
Next, you will set up Google Sheets as the action application in your Pabbly Connect workflow. Search for Google Sheets and select it, then choose ‘Add New Row’ as the action event. Click ‘Connect’ and add a new connection using your Google account.
- Select your Google account and grant the necessary permissions.
- Choose the spreadsheet where you want to add leads.
- Map the lead details from Facebook to the corresponding columns in Google Sheets.
Once you have mapped all the necessary fields, click ‘Save and Send Test Request’. You will receive a confirmation that the lead details have been successfully added to your Google Sheets.
5. Sending Automated WhatsApp Messages
Finally, to send automated WhatsApp messages, add another action step in your Pabbly Connect workflow. Search for and select WhatsApp Cloud API as your action application, then choose ‘Send Template Message New’ as the event. Click ‘Connect’ and set up your WhatsApp connection by entering the required details like token and phone number ID.
After connecting, map the recipient’s mobile number and template ID. Ensure you fill in the required fields and click ‘Save and Send Test Request’. Upon successful completion, you will receive a confirmation that the WhatsApp message has been sent to the lead. This process will now be automated, ensuring that every new lead receives a personalized message.
Conclusion
This tutorial demonstrated how to use Pabbly Connect to automate the process of adding Facebook leads to Google Sheets and sending WhatsApp messages. By following the steps outlined, you can streamline your lead management process effectively.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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