How to Add Facebook Leads to Google Sheets for Dental Clinics

Learn how to automate the process of adding Facebook leads to Google Sheets for dental clinics using Pabbly Connect. Step-by-step guide with detailed instructions. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Dental Clinics

Pabbly Connect is the automation solution that allows dental clinics to seamlessly integrate Facebook leads into Google Sheets. By using Pabbly Connect, you can automate the process of adding leads directly into your Google Sheets without manual entry.

To start, visit the Pabbly website and navigate to the Pabbly Connect section. Once there, you can sign up for free and explore the features. For existing users, sign in to access your dashboard and begin creating your workflow.

2. Creating a New Workflow in Pabbly Connect

To create a new workflow, click on the ‘Create Workflow’ button in your Pabbly Connect dashboard. Name your workflow as ‘Add Facebook Leads to Google Sheets for Dental Clinics’ and choose a suitable folder to save it.

This workflow consists of two main parts: the trigger and the action. The trigger will capture new leads from Facebook Lead Ads, while the action will send this information to Google Sheets. Here’s how you can set it up:

• Click on ‘Create Workflow’.
• Enter the workflow name and select a folder.
• Choose ‘Facebook Lead Ads’ as the trigger application.

After setting up the trigger, you will need to connect your Facebook account to Pabbly Connect. This connection allows Pabbly to access your lead data from Facebook.

3. Setting Up Facebook Lead Ads Trigger

Once you have selected Facebook Lead Ads as your trigger, choose the event ‘New Lead Instant’. This setting ensures that every time a new lead is generated, Pabbly Connect captures the information automatically. using Pabbly Connect

Next, connect your Facebook account by clicking on the ‘Connect’ button. Make sure you are logged into your Facebook account in a separate tab to facilitate a smooth connection. After connecting, select the Facebook page (e.g., Pro Health Specialist) and the lead form (e.g., Dental Clinic Form) you want to use for your leads.

• Select your Facebook page from the dropdown.
• Choose the lead form you created earlier.
• Click ‘Save and Send Test Request’ to ensure everything is set up correctly.

After completing these steps, you can generate a test lead using Meta’s Lead Ads testing tool to verify that the connection works as intended.

4. Adding Action to Google Sheets

After confirming that your Facebook Lead Ads trigger is working, it’s time to set up the action in Google Sheets. In your Pabbly Connect workflow, select Google Sheets as the action application and choose ‘Add New Row’ as the event.

Connect your Google account by clicking on the ‘Sign in with Google’ button. Select the appropriate account and allow the necessary permissions for Pabbly Connect to access your Google Sheets. Then, choose the spreadsheet (e.g., Leads Details) and the specific sheet (e.g., Sheet 1) where you want to store the lead information.

Select your spreadsheet from the dropdown list. Choose the sheet where the data will be added. Map the lead data (name, email, phone number) from the trigger step.

Finally, click the ‘Save and Send Test Request’ button to test if the data is correctly added to your Google Sheets. If successful, you will see the new lead information reflected in your spreadsheet.

5. Finalizing the Integration

After testing the action step, your workflow is almost complete. Whenever a new lead is generated from your Facebook ads, Pabbly Connect will automatically add the lead details to your selected Google Sheet.

To finalize, make sure to save your workflow. This automation will save you time and streamline your lead management process. You can now focus on following up with your leads rather than manually entering data.

With Pabbly Connect, you can also explore additional automations to enhance your dental clinic’s operational efficiency. Feel free to reach out for support or check out other workflows that can be created using Pabbly Connect.

Conclusion

In summary, using Pabbly Connect to integrate Facebook leads into Google Sheets for dental clinics is a straightforward process that automates lead management. By following the steps outlined above, you can enhance your clinic’s workflow and improve lead tracking efficiently.