Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Your Automation

To start automating your lead management using Pabbly Connect, first, open your web browser and navigate to pabbly.com/connect. This is the gateway to the powerful automation features of Pabbly Connect.

If you’re new to Pabbly Connect, click on the “Sign Up Free” button to create an account and receive 300 free tasks each month. Existing users can simply sign in to access their dashboard.

2. Creating a Workflow in Pabbly Connect

Once logged in, you will see various Pabbly applications. Click on “Access Now” under Pabbly Connect to enter the dashboard. Here, you have the option to create a new workflow.

  • Select “Create from Scratch” or “Create using AI”.
  • For this tutorial, choose “Create using AI” to simplify the process.
  • Input your prompt: “When a new lead comes in from Facebook lead ads, add it to Google Sheets”.

After entering the prompt, Pabbly Connect will analyze it and prompt you to select the Facebook Lead Ads trigger and Google Sheets action. Confirm your choices to create the workflow.

3. Setting Up the Trigger with Facebook Lead Ads

To set up the trigger, select “Facebook Lead Ads” and choose the event “New Lead Instant”. This action will initiate your workflow whenever a new lead is generated.

Next, grant Pabbly Connect the necessary permissions to access your Facebook account. Select your brand page and the lead generation form you want to connect. Ensure you choose the correct form to capture the leads accurately.

  • Choose your page, e.g., “Natural Glow Skin Care”.
  • Select the relevant lead form from the dropdown.
  • Update response format to simple for organized data capture.

Click on “Save and Send Test Request” to ensure the setup is correct. This step will wait for a webhook response, which requires a test lead submission to complete the integration.

4. Testing the Integration with a Test Lead

To generate a test lead, use the Meta Lead Ads Testing Tool. Log in to your Meta account and navigate to “Developer Tools”. Here, select the “Lead Ads Debug Tool” to test your lead submission.

After selecting your page and form, delete any existing leads to create a new one. Refresh the window, then fill out the test form with dummy details and submit it.

  • Enter dummy details for the test submission.
  • Submit the form to generate a lead.

Once submitted, return to Pabbly Connect and check for a successful response. If the lead details appear correctly, your trigger setup is complete.

5. Adding Data to Google Sheets

Now, it’s time to add the captured lead data to Google Sheets using Pabbly Connect. To do this, select “Google Sheets” as your action app and choose “Add a New Row”.

Log in to your Google account and allow Pabbly Connect to access your sheets. Select the spreadsheet named “New Leads” and specify the sheet where data will be stored.

  • Map the fields: Name, Email, Contact, and Skin Type from the lead data.
  • Use dynamic mapping to ensure new leads update automatically.

After mapping the fields, click on “Save and Send Request”. Verify that the new lead has been added successfully to your Google Sheet. This confirms that your automation is set up correctly, allowing you to manage leads efficiently.

Conclusion

In this tutorial, we explored how to automate lead management using Pabbly Connect to integrate Facebook Lead Ads with Google Sheets. This process not only saves time but also minimizes errors, ensuring your lead data is organized and accessible.