Learn how to automate your Facebook leads using Pabbly Connect with Google Sheets and Gmail for efficient lead management. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Automation
To automate your Facebook leads, the first step is accessing Pabbly Connect. Open a new tab and navigate to the Pabbly Connect website.
Click on the ‘Sign Up Free’ button if you’re a new user or ‘Sign In’ if you already have an account. New users receive 100 free tasks each month, allowing them to explore the platform effectively.
2. Creating a Workflow in Pabbly Connect
Once logged into Pabbly Connect, click on the ‘Create Workflow’ button. This will allow you to set up a new automation process.
- Select the new beta version of the workflow builder.
- Name your workflow, for example, ‘Instant Facebook Lead Alerts.’
- Choose a folder to organize your workflow.
After naming your workflow, click the ‘Create’ button to proceed. This sets the stage for integrating Facebook Lead Ads with other applications.
3. Integrating Facebook Lead Ads with Pabbly Connect
In this step, you will set Facebook Lead Ads as your trigger application in Pabbly Connect. Select Facebook Lead Ads and choose the event ‘New Lead’ to trigger the workflow.
Click the ‘Connect’ button and select ‘Add New Connection’ to link your Facebook account. Once connected, select the page and lead form you want to use for capturing leads.
- Choose your Facebook page from the dropdown.
- Select the lead form created for capturing leads.
This integration ensures that every new lead captured through Facebook will trigger the subsequent actions in your workflow.
4. Adding Lead Data to Google Sheets via Pabbly Connect
Next, you will set Google Sheets as the action application in Pabbly Connect. This allows you to automatically add new leads into a designated Google Sheet.
Choose the action event ‘Add New Row’ and click ‘Connect’ to link your Google account. After successful connection, select the spreadsheet and specific sheet where you want to store the lead data.
Select the spreadsheet name, e.g., ‘New Leads.’ Choose the sheet, for example, ‘Sheet1.’
Map the fields from the Facebook lead response to the corresponding columns in your Google Sheet. This dynamic mapping ensures that new lead data is automatically updated in your sheet.
5. Sending Email Notifications to Your Sales Team
The final step involves setting up Gmail to send email notifications about new leads captured through Facebook. In Pabbly Connect, select Gmail as the action application.
Choose the event ‘Send Email’ and connect your Gmail account. Fill in the required fields such as sender name, recipient email, subject, and email content.
Map the lead name, phone number, and email from the previous step. Customize your email content to include lead details.
Once all fields are filled in, click ‘Save and Send Test Request’ to verify that your email is sent successfully. This ensures your sales team is promptly notified of new leads.
Conclusion
By utilizing Pabbly Connect, you can seamlessly automate the process of capturing Facebook leads, adding them to Google Sheets, and notifying your sales team through Gmail. This integration not only saves time but also enhances lead management efficiency.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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