Automate Facebook Leads to Google Sheets and SMS with Pabbly Connect

Learn how to automate Facebook leads into Google Sheets and send SMS notifications using Pabbly Connect in this step-by-step tutorial. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin automating Facebook leads to Google Sheets and SMS, first access Pabbly Connect by visiting pabby.com/connect in your browser. This platform serves as the central hub for integrating various applications seamlessly.

Upon reaching the Pabbly Connect homepage, you will see options to either sign in or sign up for free. If you are a new user, select the ‘Sign Up Free’ option to create an account and receive 100 free tasks per month.

2. Creating a New Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the dashboard and click on the ‘Create Workflow’ button located at the top right corner. Here, you will be prompted to choose between the new beta or classic version; select the beta version for a more modern experience.

• Select a name for your workflow, such as ‘Facebook Leads to Google Sheets plus SMS Automation Made Easy’.
• Choose a folder to save your workflow, like ‘Facebook Lead Ads’.
• Click on the ‘Create’ button to finalize the workflow setup.

With your workflow created, you are now ready to set up the trigger for your automation process.

3. Setting Up Facebook Lead Ads Trigger

In this step, you will configure the trigger for your workflow. Select ‘Facebook Lead Ads’ as the trigger application and choose the ‘New Lead Instant’ event. Click on ‘Connect’ to establish a connection with your Facebook account.

Ensure you are logged into your Facebook account to facilitate a smooth connection. Once connected, select the appropriate page and lead generation form you wish to use. For example, choose the page named ‘Natural Glow Skin Care’ and the corresponding lead form.

• Click on ‘Save and Send Test Request’ to confirm that the connection is established.
• Generate a test lead using the Meta Lead Ads Testing Tool to check if the data flows into Pabbly Connect.

After generating the test lead, you should see the lead details reflected in Pabbly Connect, confirming that your trigger is set up correctly.

4. Adding Google Sheets Action to Store Leads

With your trigger successfully set, the next step is to add an action to store the lead information in Google Sheets. Select ‘Google Sheets’ as your action application and choose the ‘Add a New Row’ event.

Click on ‘Connect’ to link your Google Sheets account with Pabbly Connect. Select ‘Sign In with Google’ and authorize access to your Google account. Once connected, choose the spreadsheet and specific sheet where the lead data will be saved.

Map the lead details from the trigger step to the corresponding fields in Google Sheets, such as name, email, phone number, and skin type. Click on ‘Save and Send Test Request’ to ensure the data is correctly added to your Google Sheets.

After completing this step, you should verify that the new lead details appear in your selected Google Sheet.

5. Sending SMS Notifications to Leads

Finally, to complete the automation, you will set up an action to send an SMS notification to the new lead. Select ‘Twilio’ as your action application and choose the ‘Send SMS Message’ event. using Pabbly Connect

Connect your Twilio account by entering the required credentials such as Account SID and Auth Token. Once connected, you can customize the SMS body, including a mapped variable for the lead’s first name to personalize the message.

Enter the SMS body, such as ‘Hi [Lead’s Name], thanks for showing interest in Natural Glow Skin Care!’ Map the recipient’s phone number to ensure the SMS is sent to the correct lead.

After configuring the SMS details, click on ‘Save and Send Test Request’ to verify that the SMS is sent successfully, providing immediate feedback to the lead.

Conclusion

By following these steps, you can effectively automate the process of capturing Facebook leads into Google Sheets and sending SMS notifications using Pabbly Connect. This integration streamlines your workflow and enhances communication with potential customers, making your lead management process efficient and effective.