Best Way for Interior Designers to Manage Facebook Leads

Learn how interior designers can automate lead management 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 for Lead Management

To manage Facebook leads effectively, start by accessing Pabbly Connect. Simply open a new browser tab and visit Pabbly.com/connect. This is the platform that will automate your lead management process.

Once on the Pabbly Connect landing page, you will see two options: ‘Sign In’ or ‘Sign Up for Free.’ If you are a new user, click on ‘Sign Up for Free’ to create an account, allowing you to explore the features of Pabbly Connect with 100 free tasks each month.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, you need to create a workflow for managing your Facebook leads. Click on the ‘Create Workflow’ button and select the option to create from scratch.

Next, name your workflow, for example, ‘Best Way for Interior Designers to Manage Facebook Leads.’ Choose the appropriate folder for your workflow and click on the ‘Create’ button to proceed.

3. Setting Up Trigger for Facebook Lead Ads

In the workflow setup, the first step is to set up the trigger. Select ‘Facebook Lead Ads’ as the trigger application and choose the event ‘New Lead Instant.’ This ensures that every time a new lead is generated through your Facebook lead ads, Pabbly Connect will capture that information automatically.

Click on the ‘Connect’ button to establish a connection. If you need to create a new connection, log into your Facebook account in a new tab and follow the prompts to grant permissions. Once connected, select the Facebook page and the lead generation form that you are using for your ads.

4. Testing the Trigger Setup in Pabbly Connect

Once the trigger is set up, it’s crucial to test it to ensure everything is working correctly. Use the Meta lead ads testing tool to generate a test lead. Fill in the necessary details such as first name, last name, email, phone number, city, and country, and submit the form.

After submitting, check your Pabbly Connect workflow to see if the trigger captures the lead details successfully. If it does, you will see the captured data reflecting in the workflow, confirming that Pabbly Connect is functioning as intended.

5. Adding Action to Store Leads in Google Sheets

Now that the trigger is confirmed, the next step is to add an action that will store the lead information in Google Sheets. In your workflow, select ‘Google Sheets’ as the action application and choose the event ‘Add New Row.’ This allows you to create a new row in your spreadsheet for each new lead. using Pabbly Connect

Connect your Google account and select the spreadsheet where you want to store the leads. Map the fields from the Facebook lead data to the corresponding columns in your Google Sheets, such as name, email, phone number, city, and country. Finally, click on the ‘Save and Send Test Request’ button to complete the setup.

Conclusion

Using Pabbly Connect allows interior designers to automate lead management from Facebook to Google Sheets seamlessly. This integration ensures that leads are captured and organized efficiently, enhancing your business workflow. With just a few simple steps, you can streamline your lead management process and focus more on your design work.