Auto-Track Facebook Leads in Google Sheets & Get Instant Slack Alerts Using Pabbly Connect

Learn how to auto-track Facebook leads in Google Sheets and receive instant Slack alerts using Pabbly Connect. Step-by-step tutorial included. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Set Up Integration

To begin auto-tracking Facebook leads in Google Sheets and receiving instant Slack alerts, you first need to access Pabbly Connect. Visit the Pabbly Connect website at www.Pabbly.com/connect and sign in or sign up for a free account.

Once logged in, you’ll be directed to the Pabbly Connect dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. This will allow you to set up the integration process for tracking Facebook leads.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow that will facilitate the integration of Facebook Leads with Google Sheets and Slack. Click on the ‘Create Workflow’ button in the dashboard. using Pabbly Connect

• Name your workflow, e.g., ‘Track Facebook Leads in Google Sheets and Get Instant Slack Alerts’.
• Select the folder where you want to save your workflow.

Now that your workflow is created, you can proceed to set up the trigger for Facebook Leads. This step is crucial as it tells Pabbly Connect when to initiate the automation process.

3. Setting Up the Trigger for Facebook Leads

The next step involves setting up the trigger event in Pabbly Connect. Click on the ‘Add Trigger’ button and select ‘Facebook Lead Ads’ as your trigger application. using Pabbly Connect

Choose the event as ‘New Lead Instant’ and connect your Facebook account. Ensure you are logged into your Facebook account in the same browser to avoid connection issues. Once connected, select the Facebook page and the lead form you want to track.

• Select the Facebook page linked to your lead ads.
• Choose the lead form that you want to capture leads from.

After setting up the trigger, you can test it by generating a test lead to ensure that everything is functioning correctly.

4. Adding Action Steps to Google Sheets and Slack

Once the trigger is successfully set up, the next step is to add action steps that will send the lead details to Google Sheets and Slack. Start by clicking on the ‘Add Action’ button. using Pabbly Connect

Select ‘Google Sheets’ as the action application and choose the event as ‘Add a New Row’. Connect your Google account to allow Pabbly Connect to access your Google Sheets. Once connected, select the spreadsheet and the specific sheet where you want to add the lead details.

Map the fields from the Facebook lead to the corresponding columns in Google Sheets. Ensure all required fields are mapped correctly.

After setting up the Google Sheets action, add another action step for Slack. Select ‘Slack’ as the action application and choose ‘Send Channel Message’ as the event. Connect your Slack account and select the channel where you want to send alerts.

5. Finalizing the Integration and Testing

With all the action steps configured, it’s time to finalize the integration. Review all your settings in Pabbly Connect to ensure everything is correct. Make sure that the lead details are set to be sent to both Google Sheets and Slack.

Once you have verified the settings, conduct a final test by submitting a new lead through your Facebook lead form. Check both Google Sheets and Slack to confirm that the lead details are being recorded and alerts are being sent as expected.

Ensure the lead appears as a new row in Google Sheets. Check Slack for an alert message containing the lead details.

After successful testing, your automation using Pabbly Connect is complete, and you can now track Facebook leads seamlessly and receive instant alerts on Slack.

Conclusion

This tutorial demonstrated how to auto-track Facebook leads in Google Sheets and get instant Slack alerts using Pabbly Connect. With these automated processes, you can streamline your lead management effectively.