Get Slack Channel Notifications for New Facebook Leads & Add Details in Google Sheets Using Pabbly Connect

Learn how to get Slack notifications for new Facebook leads and add details to Google Sheets using Pabbly Connect with this step-by-step tutorial. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Integration

To get started with integrating Slack and Google Sheets for new Facebook leads, you need to access Pabbly Connect. Sign in to your Pabbly account, or create a new one if you don’t have an account yet. Once logged in, navigate to the Pabbly Connect dashboard.

Here, you will see options to create new workflows. Click on the option to create a new workflow. This is where you will set up the integration between Facebook, Slack, and Google Sheets using Pabbly Connect.

2. Setting Up the Trigger for Facebook Leads

Next, you will set up the trigger for new Facebook leads in Pabbly Connect. Choose Facebook as the trigger application. You will need to select the event type, which is ‘New Lead’. This event will start the automation whenever a new lead is generated.

• Select the Facebook page you want to connect.
• Choose the form that contains the lead information.
• Click on ‘Save’ and then ‘Test Request’ to ensure it’s working.

After testing, Pabbly Connect will confirm that the connection is successful, allowing you to proceed to the next step of sending notifications to Slack.

3. Connecting Slack to Receive Notifications

Now that you have set the trigger, it’s time to connect Slack to your Pabbly Connect workflow. Select Slack as your action application. You will be prompted to enter your Slack token, which allows Pabbly Connect to send messages to your Slack channel.

Once you’ve connected Slack, specify the channel where you want to receive notifications. Draft the message format that will be sent to Slack, including details like the lead’s name, phone number, and email. This ensures that your team receives all necessary information directly in Slack.

4. Adding Lead Details to Google Sheets

After setting up Slack notifications, the next step is to log the lead details into Google Sheets using Pabbly Connect. Add another action step and select Google Sheets as the application. Choose the action event as ‘Add New Row’. This will allow the new lead details to be added as a new row in your specified Google Sheet.

• Select the Google Sheet where you want to store the leads.
• Map the fields from your Facebook lead to the columns in your Google Sheet.
• Click ‘Save’ and send a test request to ensure the data is being logged correctly.

This step ensures that all lead data is stored efficiently in Google Sheets, accessible for further analysis and follow-up.

5. Final Testing and Activating the Workflow

With both Slack and Google Sheets connected, it’s crucial to test the entire workflow to ensure everything operates smoothly. Submit a test lead through your Facebook form to see if notifications appear in Slack and if the data is recorded in Google Sheets.

Once confirmed, activate your Pabbly Connect workflow. From now on, every new lead will trigger notifications in Slack and log their details in Google Sheets automatically. This automation streamlines your lead management process significantly.

Conclusion

Using Pabbly Connect to integrate Slack and Google Sheets for new Facebook leads enhances your workflow efficiency. You can receive instant notifications and keep detailed records effortlessly, ensuring your team is always updated.