Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Automation

To start automating your Facebook leads, first access Pabbly Connect by visiting pab.com/connect. This platform will facilitate the integration between your Facebook leads and Google Sheets.

If you are a new user, you can sign up for free and get 100 tasks every month. Existing users can sign in directly. Once logged in, navigate to the Pabbly apps window and select Pabbly Connect to access the dashboard.

2. Creating a Workflow in Pabbly Connect

Within Pabbly Connect, you can create a new workflow by selecting either to create from scratch or using the AI workflow builder. For this tutorial, we will use the AI option.

Type a prompt describing your automation needs. For instance, you can write: “When a new lead comes in from Facebook, add it to Google Sheets and send a WhatsApp message via Pabbly Chatflow.” This will help the AI configure the necessary integrations.

  • Select Facebook Lead Ads as the trigger app.
  • Choose New Lead Instant for the event.
  • Select Google Sheets and choose Add a New Row for the action.
  • Finally, select Pabbly Chatflow and Send Text Message as the action.

After confirming the workflow, you will receive a link to your newly created workflow in Pabbly Connect.

3. Setting Up Trigger for Facebook Leads

Next, set up the trigger for your Facebook leads in Pabbly Connect. Choose your Facebook account and grant the necessary permissions to allow Pabbly to access your data securely.

Select your Facebook page, such as “Prime Properties,” and the lead generation form you wish to connect. You can choose specific forms or opt for all lead gen forms for comprehensive coverage.

  • Choose the page and form from the dropdown.
  • Update the response format to simple for better organization.
  • Click Save and Send Test Request to verify the connection.

Once you generate a test lead using Meta’s lead testing tool, you can confirm that the trigger is working properly in Pabbly Connect.

4. Adding Leads to Google Sheets

After successfully setting up the trigger, the next step is to add the lead details to Google Sheets using Pabbly Connect. Create a new connection by signing in with your Google account and granting access to Pabbly.

Select the spreadsheet where you want to store the leads, such as “New Leads,” and map the fields like name, email, and phone number from the lead details you received in the trigger step.

  • Choose the spreadsheet and sheet where data will be stored.
  • Map the relevant fields from the previous step to ensure dynamic updates.
  • Click Save and Send Request to confirm the data addition.

Upon successful execution, the new lead details will appear in your Google Sheets, confirming that Pabbly Connect has successfully integrated the two applications.

5. Sending WhatsApp Messages via Pabbly Chatflow

The final step is to send an automated WhatsApp message to the new leads using Pabbly Connect. Access Pabbly Chatflow and retrieve your API token from the settings section.

After entering the token in Pabbly Connect, you will need to map the phone number of the lead and compose your message. Use variables to personalize the message for each lead.

  • Select the WhatsApp communication platform.
  • Map the lead’s phone number for the message recipient.
  • Compose your message and include dynamic elements for personalization.

After finalizing the message, click Save and Send Request to send the WhatsApp message. This confirms that your entire automation process is operational through Pabbly Connect.

Conclusion

In this tutorial, we explored how to automate Facebook leads using Pabbly Connect, Google Sheets, and WhatsApp. By following these steps, you can efficiently manage your leads and ensure timely follow-ups.