Add Yoga Studio Leads to Google Sheets Automatically

Learn how to automate adding yoga studio leads from Facebook to Google Sheets using Pabbly Connect. Step-by-step guide included. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Start Automation

To automate adding yoga studio leads to Google Sheets, you need to access Pabbly Connect. Begin by navigating to the Pabbly Connect website by entering ‘Pabbly.com/connect’ in your browser’s address bar. This will take you to the homepage of Pabbly Connect, where you have options to sign in or sign up for free.

If you are a new user, click on the ‘Sign up free’ option to get started with 100 free tasks every month. Existing users should simply sign in. After signing in, you will see the dashboard of Pabbly Connect where you can create new workflows for your automation needs.

2. Creating a Workflow for Yoga Studio Leads

Once you’re in Pabbly Connect, click on the ‘Create Workflow’ button to start setting up your automation. You will be prompted to choose between the beta and classic workflow builder. For this tutorial, select the beta version for a more modern and flexible experience.

• Click on the ‘Select’ button to access the beta workflow builder.
• Name your workflow, for example, ‘Add Yoga Studio Leads to Google Sheets Automatically’.
• Choose a folder for your workflow, such as ‘Facebook Lead Ads’.

After naming your workflow and selecting a folder, click the ‘Create’ button to finalize your workflow setup. This workflow will consist of a trigger and an action, which are the core components of any automation process.

3. Setting Up the Trigger with Facebook Lead Ads

In this section, we will set up the trigger for our workflow using Pabbly Connect. Since the leads are coming from Facebook lead ads, select ‘Facebook Lead Ads’ as your trigger application. For the event, choose ‘New Lead Instant’. This sets up the automation to respond whenever a new lead is generated.

To connect your Facebook account, click on ‘Connect’, and then select ‘Add a New Connection’. Make sure you are logged into your Facebook account in the same browser to allow Pabbly Connect to access your lead data. Once connected, select your Facebook page and the lead form you want to use.

• Choose your Facebook page, for example, ‘The Yoga Nest’.
• Select the lead form created for your ads, such as ‘Sign Up Form New’.

After selecting the page and form, click on ‘Save and Send Test Request’ to verify the connection. This will allow Pabbly Connect to receive lead information from Facebook.

4. Adding Action to Google Sheets Using Pabbly Connect

Now that the trigger is set up, it’s time to add the action step that will send the lead data to Google Sheets. In Pabbly Connect, select ‘Google Sheets’ as the action application and choose ‘Add a New Row’ as the action event. Click on ‘Connect’ to establish a connection with your Google account.

Sign in with your Google account and grant Pabbly Connect the necessary permissions to access your Google Sheets. After a successful connection, select the spreadsheet where you want to store the leads, such as ‘Yoga Studio Leads’, and choose the specific sheet, typically ‘Sheet1’.

Map the lead details: first name, last name, email, phone number, and city. Ensure the data is dynamically mapped from the trigger step.

Click ‘Save and Send Test Request’ to finalize the action setup. You will see a successful response indicating that a new row has been added to your Google Sheets with the lead details.

5. Conclusion: Automating Your Lead Management

By following these steps, you have successfully automated the process of adding yoga studio leads to Google Sheets using Pabbly Connect. This integration allows you to manage your leads efficiently without manual data entry, ensuring that all lead information is captured in real time.

With the setup complete, every time a new lead is generated from your Facebook ads, it will automatically populate your Google Sheets, enhancing your workflow and saving you valuable time. Start using Pabbly Connect today to streamline your lead management process!